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Koj pom qhov nruab nrab ntawm daim ntawv qhia hauv Salesforce li cas?
Koj pom qhov nruab nrab ntawm daim ntawv qhia hauv Salesforce li cas?

Video: Koj pom qhov nruab nrab ntawm daim ntawv qhia hauv Salesforce li cas?

Video: Koj pom qhov nruab nrab ntawm daim ntawv qhia hauv Salesforce li cas?
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Hauv Salesforce , ua cas kuv xam qhov nruab nrab hu rau hauv Tasks & Txheej xwm qhia ? Ntawm cov ntsiab lus qhia , group ua qhia nrog daim teb no. Nias lub xub poob ib sab ntawm lub npe teb thiab nyem rau ntawm "Summarize" ces xaiv " nruab nrab "thiab OK. Koj tuaj yeem pom cov nruab nrab cov haujlwm tsim / muab.

Ib yam li ntawd, tib neeg nug, Kuv yuav ua li cas qhia feem pua hauv Salesforce cov ntaub ntawv?

Txuj Tshaj tawm Los ntawm 'Format' picklist, xaiv Feem pua . Nyob rau hauv "Decimal Places," xaiv tus naj npawb ntawm cov lej lej los tso tawm. Xaiv tus Zaub Thaj chaw uas tus lej suav yuav tsum tau muab tso tawm - xaiv Grouping1 los xam feem pua raws li kab.

Ib sab saum toj no, Kuv Group A qhia li cas hauv Salesforce? Ntxiv Ib Pawg Koj tuaj yeem nyem ib kab ntawv qhia zaub mov rau ib daim teb hauv qhia thiab xaiv Pab pawg los ntawm no teb. Tswv yim Yog koj pab pawg koj qhia los ntawm hnub tim teb, koj tuaj yeem nyem qhov pab pawg zaub mov, xaiv Pab pawg Hnub Los Ntawm, thiab qhia lub sijhawm ua pawg: hnub, lis piam, hli, peb hlis ntuj, xyoo, thiab lwm yam.

Tsis tas li ntawd, kuv yuav sau ib tsab ntawv qhia hauv Salesforce li cas?

Summary Report Data hauv Salesforce Classic

  1. Muab ob npaug rau-nias tus lej teb hauv Fields pane.
  2. Luag tus lej teb rau hauv qhov saib ua ntej. Nias CTRL los xaiv ntau qhov chaw.
  3. Xaiv Summary this Field nyob rau hauv kab ntawv qhia zaub mov rau ib daim teb uas twb muaj nyob rau hauv tsab ntawv ceeb toom.

Daim ntawv qhia matrix hauv Salesforce yog dab tsi?

Matrix qhia zoo ib yam li cov ntsiab lus qhia tab sis cia koj pab pawg thiab sau cov ntaub ntawv los ntawm ob kab thiab kab. Lawv tuaj yeem siv los ua qhov chaw qhia rau dashboard Cheebtsam. Matrix qhia yam tsis muaj tsawg kawg yog ib kab thiab ib kab ntawv qhia ua cov ntsiab lus qhia ntawm qhia khiav nplooj.

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