Yadda za a ƙirƙirar rahoto a SalesForce?

Yadda za a ƙirƙirar rahoto a SalesForce?

Rahoton rahoto a SalesForce

Samar da rahoto a SalesForce yana da muhimmiyar aiki, kamar yadda shi ma tushe ne don fitar da bayanai daga SalesForce zuwa Excel ko CSV misali.

Za a iya ƙirƙirar rahoto ta hanyar shiga jerin rahoto a cikin maɓallin kewaya, kuma dole ne a kara a cikin mashaya idan ba a samu ba tukuna.

Da zarar an ƙirƙiri rahoton, zai yiwu a fitarwa rahoton SalesForce zuwa Excel ta yin amfani da aikin fitar da rahoton.

1 - Ƙirƙiri sabon rahoton Sakon Sales

Fara da bude jerin zaɓi na rahoto a cikin maɓallin kewayawa don samun dama ga allon rahoton. Idan ba a samu menu na rahotanni ba a cikin maɓallin kewayawa, gwada danna ƙarin zaɓi don nuna abubuwan da aka ɓoye, ko ƙara jerin rahoto zuwa maɓallin kewayawa idan ba a can ba.

Bayan haka, danna sabon maɓallin rahoto wanda yake a saman menu na jerin rahotannin - jerin zasu iya zama daura, dangane da tsarin zabin zabin ku.

Har ila yau, akwai maɓallin don ƙirƙirar maɓallin a cikin classic classic SalesForce, idan kana buƙatar yin hakan.

Zaɓi nau'in rahoto a dukkanin rahotannin da suke samuwa: asusun da lambobin sadarwa, dama, rahotanni na goyon bayan abokan ciniki, dama tare da samfurori, dama tare da matsayi lamba, da sauransu.

Bayan da ya zaɓa irin rahoton da kake so ka ƙirƙiri, danna kan maballin ci gaba da umurni don ci gaba da aiwatar da rahoton Rediyo na SalesForce.

2 - Musanya tallan SalesForce

Ya zama wajibi ne don siffanta rahoto, kamar yadda aka ƙaddamar da rahoto mai kyau a SalesForce Lightning ta hanyar tsoho.

Akwai hanyoyi da yawa don tsara shi: Ƙara ko cire ginshiƙai, tace akan bayanai, tsara bayanai ta hanyar takamaiman shafi, da sauransu.

Zaɓuɓɓukan da zaɓuɓɓukan don tsara fasalin rahoton suna samuwa a gefen hagu.

Alal misali, ta hanyar jawowa da kuma sauke wani sunan shafi daga maɓallin shafuka a gefen hagu na allon zuwa rahoton a babban ɓangaren allon, za a kara wannan shafi zuwa rahoton.

Danna kan giciye kusa da sunan shafi don cire shi.

Ta danna kan kibiya kusa da sunan rubutun shafi, za a samu karin zaɓuɓɓuka.

Zaɓin zaɓin haɓaka mai hawa zai rarraba rahoton gaba akan shafi na yanzu ta hanyar haɓaka, daga ƙananan zuwa mafi girma.

Zaɓin zaɓin mai sauƙi zai yi kuskure, dukkanin layin jadawalin za a tsara ta a kan wannan shafi daga mafi girma ga mafi ƙasƙanci.

Ƙirƙirar layuka ta wannan zaɓin filin za ta ƙunshi duk layuka a cikin rahoton da ke da irin wannan darajar a cikin wannan shafi - daidai a Excel na ƙungiyoyi haɗin.

Akwai kuma zaɓuɓɓuka don motsawa shafi zuwa hagu ko dama, don tsara tsarin rahoton SalesForce Lightning kamar yadda ya fi kyau a gare ku.

A karshe, wani zaɓi don cire shafi ɗin a wanzu, wanda ba'a rasa shi ba: za'a cire shi daga rahoton SalesForce, amma za'a iya ƙarawa a kowane lokaci ta hanyar jawowa da kuma sauke sunan mahafin daga menu na gefen hagu.

A ƙarshe, yana yiwuwa a canza sunan rahoton ta danna kan fensir kusa da sunan rahoto, dama a ƙarƙashin maɓallin kewayawa a gefen hagu.

Rubuta sunan rahoto mafi kyau ya dace da bayanin da rahoton ya samu don iya dawowa da sauƙi daga baya, kuma don ya bayyana shi ga maƙwabtanku.

3 - Ajiye rahoton SalesForce

Bayan da aka ƙirƙiri tallace-tallace na SalesForce da kuma na al'ada, kar ka manta ya ajiye ta ta amfani da menu na Zaɓin menu na sama, ƙarƙashin maɓallin kewayawa da gefen dama na allon.

Akwai kuma wani zaɓi don gudanar da rahoto ba tare da yad da shi ba, idan ba ka so ka sami damar zuwa gare shi daga baya amma kawai so ka gwada shi ko don samun damar bayanai da sauri.

Duk da haka, zabin da ya fi dacewa zai kasance don adanawa da gudu, wanda zai ajiye rahoton a cikin jerin rahotanni masu dacewa, kuma ya nuna sakamakon rahotannin akan allon.

Nauyin ajiyewa zai sake tambayar don tabbatar da sunan rahoton, saboda yana da damar da za a iya gyara shi.

Bugu da ƙari, za a buƙaci wani rahoto na musamman. Wannan muhimmin sunan rahoto bai riga ya kasance a cikin tsarin ba, ko da idan an halicce shi ta wani mai amfani kuma wanda ba shi da damar shiga. Wannan zai zama mahimman rubutun manhaja, kuma dole ne ya kasance na musamman.

Kafin ajiyewa, shigar da karin bayanin idan ya cancanta, musamman ma idan rahoto ya yi aiki da ƙayyadadden sha'anin kasuwancin, kamar misalin watanni na ƙarshe na abokin ciniki misali, saboda haka abokan hulɗarka zasu iya gane da sauri.

4 - Siffar SalesForce mai fita

Da zarar an ajiye rahoton, bayan da aka danna kan adana da gudu, za a nuna bayanan rahoto akan allon, tare da sakon da ya nuna cewa an ajiye rahoton.

Wannan pop-up zai ɓace bayan 'yan kaɗan ta hanyar kanta.

Saitin shiryawa a yanzu ya bayyana a saman rahoton SalesForce na walƙiya akan gefen dama na allon, kuma yana ba da ƙarin zaɓi.

Ta danna kan kibiya kusa da menu shirya, karin zaɓuɓɓuka zasu samuwa.

Shirya a cikin wani zaɓi na SalesForce Classic zai bude rahoton don bugu a cikin tallace-tallace SalesForce CLassic.

Ajiye azaman zaɓi zai ajiye rahoton tare da wani suna, don haka samar da kwafi.

Zaɓin zaɓi zai ajiye rahoton canji wanda aka yi a yanayin bugu.

Zaɓin biyan kuɗi zai ba ka damar sanar da duk lokacin da rahoton ya sake canji.

Zaɓin sharewa zai ba da izinin share rahoton daga database, duk da haka, kafin yin haka, ka tabbata cewa babu wanda ya buƙaci rahoton.

Ƙarin ƙara zuwa dashboard zaɓi zai ƙara wannan rahoto zuwa dashboard dinka mai amfani.

Kuma a ƙarshe, abin da ya fi muhimmanci, zaɓin Bayanan fitarwa na SalesForce yana samuwa, wanda zai ba da izinin fitar da bayanai ta hanyar Excel ko wasu hanyoyi daga rahoton.

Dubi cikakken jagorarmu game da yadda za'a fitar da bayanai daga SalesForce zuwa Excel don ƙarin bayani.

Yadda zaka fitar da bayanai daga SalesForce zuwa Excel

Samar da rahoto a SalesForce

Halitta rahoto a SalesForce yana da sauƙin aiki, saboda an sami damar yin amfani da menu na fassarar.

Bari mu sani a cikin sharuddan idan kun gudanar da rahotannin, kuma kada ku yi shakka ku tambayi idan kun fuskanci wata matsala a yayin sayarwa ta kamfanin SalesForce Halitta ko fitar da bayanai!

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