Navigating 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:
- From the Salesforce homepage, click on Sales;
- 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?
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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:
- From the Salesforce homepage, click on Sales;
- 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?
Tack för dina kommentarer!
