Quick Answer: How Do I Deploy A Report Type In Salesforce?

What are report types?

Types of reports include memos, meeting minutes, expense reports, audit reports, closure reports, progress reports, justification reports, compliance reports, annual reports, and feasibility reports..

What are the standard report types in Salesforce?

Standard Report TypesAccount and Contact Reports. Use account and contact reports to learn about active, neglected, or new accounts, as well as accounts by account owner or partner. … Activity Reports. … Administrative Reports. … Campaign Reports. … File and Content Reports. … High Velocity Sales Reports. … Lead Reports. … Opportunity Reports.More items…

How do I customize a report in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types.Click New Custom Report Type.Select the Primary Object for your custom report type. … Enter the Report Type Label and the Report Type Name . … Enter a description for your custom report type, up to 255 characters long.More items…

What is joined report in Salesforce?

A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object or objects. … A joined report consists of up to five report blocks , which you add to the report to create multiple views of your data.

How do I edit a report type in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types to display the All Custom Report Types page. Select the custom report type you want to edit and click Edit Layout on the Fields Available for Reports section.

How do I find the API name for a dashboard in Salesforce?

The workaround I use to get a dashboard’s API name is this:Get the Chrome extension called Salesforce inspector.Go to your dashboard.Click the little arrow on the right side of the screen that says Show Sales force details and click Show All Data.Look for DeveloperName. The value has your dashboard’s API name.

Can you move folders in Salesforce?

You can drag and drop reports and dashboards from one folder to another.

Where is report type in Salesforce?

Using the Lightning Experience Report Builder:Navigate to the report in question.Click Edit while viewing the report.In the upper, left corner of the report edit page, the report type in use will be displayed.

How do I hide a report in Salesforce?

On the Reports tab, click New Report.Select Select Report Types to Hide. The green check mark next to a report means it’s visible to everyone.To hide the report type, click the check mark to change it to an X.

How do you deploy reports in Salesforce using changeset?

Reports stored in the Unfiled Public Reports folder appear in the list of reports that can be added to the change set, but they aren’t deployed even if added to the change set. To deploy a private or unfiled report using a change set, first copy or move the report to a different report folder.

What is the difference between custom report types and standard report types?

A Standard Report Type will show all the Opportunities the Running User can see, and that meet the criteria. A Custom Report Type will only show Opportunities owned by a User with the same Role as or a Role below them in the Hierarchy.

What is a custom report type in Salesforce?

Custom report types give you access to custom objects in Salesforce, or custom views of standard objects (like Opportunities), which your administrator configures. For example, your administrator can create a custom report type which gives access to Opportunities, plus related fields from Products.

How do I share a report type in Salesforce?

From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don’t have access, select the Standard Report Visibility checkbox.

How do I move a report in Salesforce?

Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.

How do you deploy a dashboard and a report in Salesforce?

Step 3: DeployCreate the new folders in the Lightning Experience UI.Create the package for deployment. The following command creates a zip file, move_reports. … In Workbench, click migration and select Deploy.Select the move_reports. zip file.The move is now complete.

What is record type in Salesforce?

According to Salesforce documentation: “Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

What are the different types of dashboards in Salesforce?

There are four types of dashboard components in Salesforce.Table.Chart.Gauge.Metric.

How do I deploy a report in Salesforce?

Tracking Salesforce Reports in your package. xmlMake the folder in your dev environment.Make the reports in your dev environment and save them in your folder.Pull the reports down locally using the steps above.Now rename your local folder to be “unfiled$public”Now deploy your work to the new environment.Now make the folder in your new environment.More items…