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Aprenda Navigating the Salesforce Analytics Interface | Salesforce Reporting & Analytics
Guia para Iniciantes em Salesforce

bookNavigating the Salesforce Analytics Interface

This interface looks quite different from other parts of Salesforce, so let's break it down piece by piece. To access analytics, follow these steps:

  1. From the Salesforce homepage, click on Sales;
  2. Click on the Analytics tab.

Once inside, you'll notice that this section has a directory-style layout instead of the familiar column-based format used in other areas.

Now that you are familiar with the Analytics Interface, you know how to:

  • Navigate the Analytics homepage;
  • Create and manage folders;
  • Move reports into folders;
  • Understand the difference between folders and collections;
  • Use filters to organize and search for reports.

1. What is the key difference between folders and collections in Salesforce Analytics?

2. What happens when you move a report into a folder?

question mark

What is the key difference between folders and collections in Salesforce Analytics?

Select the correct answer

question mark

What happens when you move a report into a folder?

Select the correct answer

Tudo estava claro?

Como podemos melhorá-lo?

Obrigado pelo seu feedback!

Seção 6. Capítulo 2

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bookNavigating the Salesforce Analytics Interface

Deslize para mostrar o menu

This interface looks quite different from other parts of Salesforce, so let's break it down piece by piece. To access analytics, follow these steps:

  1. From the Salesforce homepage, click on Sales;
  2. Click on the Analytics tab.

Once inside, you'll notice that this section has a directory-style layout instead of the familiar column-based format used in other areas.

Now that you are familiar with the Analytics Interface, you know how to:

  • Navigate the Analytics homepage;
  • Create and manage folders;
  • Move reports into folders;
  • Understand the difference between folders and collections;
  • Use filters to organize and search for reports.

1. What is the key difference between folders and collections in Salesforce Analytics?

2. What happens when you move a report into a folder?

question mark

What is the key difference between folders and collections in Salesforce Analytics?

Select the correct answer

question mark

What happens when you move a report into a folder?

Select the correct answer

Tudo estava claro?

Como podemos melhorá-lo?

Obrigado pelo seu feedback!

Seção 6. Capítulo 2
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