Yaya don fitarwa lambobin sadarwa daga SalesForce Walƙiya?

Fitar da lambobin sadarwa daga SalesForce kyakkyawan aiki ne mai sauki, ta hanyar kirkirar rahoto wanda ya kunshi lambobin sadarwa don fitarwa, da fitarwa wadanda suka bayar da rahoton zuwa Excel ko wani tsarin fitarwa daga SalesForce. Tsarin yana da kyau kama da fitowar bayanai daga SalesForce zuwa Excel kamar yadda yake a batun fitar da rahoto misali.


Yaya don fitarwa lambobin sadarwa daga SalesForce

Fitar da lambobin sadarwa daga SalesForce kyakkyawan aiki ne mai sauki, ta hanyar kirkirar rahoto wanda ya kunshi lambobin sadarwa don fitarwa, da fitarwa wadanda suka bayar da rahoton zuwa Excel ko wani tsarin fitarwa daga SalesForce. Tsarin yana da kyau kama da fitowar bayanai daga SalesForce zuwa Excel kamar yadda yake a batun fitar da rahoto misali.

Ta yaya zan iya fitar da bayanai daga SalesForce zuwa Excel?

Dubi ƙasa mai cikakken misali na fitarwa da cikakken lissafin lambobi.

Ƙirƙiri rahoto tare da lambobin sadarwa

Fara ta hanyar samar da rahoto wanda zai ƙunsar lambobin sadarwa don fitarwa a cikin ɗakunan rubutu, ta hanyar buɗe rahotanni a kan maɓallin kewayawa.

Sannan, a cikin rahoton bayar da rahoto, fara ƙirƙirar rahotanni a cikin tallace-tallace naTanda ta danna maɓallin sabon rahoton.

Yadda za a ƙirƙiri rahoto a cikin SalesForce?

Idan rahoto dauke da lambobi ya riga ya kasance, za ka iya tsallake mataki na gaba, bude wannan rahoto, kuma je kai tsaye zuwa fitarwa rahoton ɓangare na wannan jagorar.

Rahoton rahoto na lambobi

Fara da zaɓar lissafin da lambobi, a gefen hagu, idan ba'a zaɓa ta hanyar tsoho ba.

Bayan haka, daga can, zaɓi lissafin da lambobin sadarwa na rahoton, don samar da rahoto wanda zai ƙunsar dukan lambobin sadarwa don fitarwa.

Da zarar an zaɓa lambobin sadarwa da asusun rahoton, danna ci gaba da ci gaba da aiwatar da rahoton.

Tawaita bayanan rahoton asusun

Da zarar an kirkiro rahoton, zai yiwu ya ƙunshi dukkanin lambobin sadarwa da asusun. Kuna iya farawa ta hanyar tace bitar rahoton, don fitar da abin da ke da sha'awa ga ku.

Danna kan filtani a kusurwar hagu zuwa sama don ganin ƙarin zafin don rahoton.

A cikin ɗakunan filtata, tabbatar da cewa za'a fitar dashi da dama.

Alal misali, ƙila bazai da amfani don fitar da tsoffin lambobin sadarwa wanda babu wani aiki da ya faru a dogon lokaci.

Kada ku yi shakka ku yi wasa tare da takaddun tsafta har zuwa tebur da aka nuna ya ƙunshi bayanan lambobin sadarwa don fitarwa.

Da zarar an zaɓi zabin lambobin daidaitaccen lambobi, danna kan amfani da tebur tare da bayanan da aka sabunta a lokaci guda don samfoti.

Ajiye rahoto don aikawa

Da zarar ka yi farin ciki tare da bayanan lambobin sadarwa don fitarwa, danna kan adanawa da gudu.

Kafin ka iya fitar da rahoto, kuma ka fara shi da farko, dole ne a ajiye rahoton.

Bada sunan mai ladabi, kamar sababbin lambobin sadarwa da rahoton fitarwa na asusun, da kuma sunan da ba'a iya amfani dashi da wani mai amfani akan tsarin ba.

A ƙarshe, ba shi bayanin, kamar rahoto ga asusun fitarwa.

Da zarar an yi, danna kan ajiye don samar da rahoton cikakken.

Fitarwa lambobi zuwa Excel daga rahoton

Bayan an samar da rahoto, ana iya fitar da ita ta zaɓi arrow kusa da shirya menu a saman kusurwar dama, kuma je zuwa zaɓi fitarwa.

Kwamfutar ta gaba ita ce samfurin FormForce Formats na fitar da haske, wanda ya ba da dama don zaɓar ko dai tsakanin rahoton da aka tsara, wanda ya ƙunshi ƙarin bayani kamar masu jigilar rahoto, haɗawa, da kuma bayanan tace, kuma rahoton kawai, wanda kawai zai ƙunshi rubutun kai da bayanai, mafi dacewa da lissafin lissafi.

Haka kuma za a iya zaɓar tsarin fitarwa, wanda zai zama maƙallan rubutu na Excel a mafi yawan lokuta.

Kuma wannan shi ne, an fitar da lambobi daga Tallace-tallaceFawama zuwa furofayil na Excel, kuma yanzu za'a iya raba shi tare da wasu mutane, ko kuma aka shigo da wasu aikace-aikacen da musayar.

Tambayoyi Akai-Akai

Menene cikakkun bayanan da amincin bayanai lokacin da lambobin sadarwa daga siyarwa walkiya?
Ayyuka sun haɗa da tabbatar da duk filayen da suka dace da aka haɗa, riƙe tsarin bayanai, da kuma tabbatar da daidaito na fitarwa bayanan da aka fitar da su.

Yoann Bierling
Game da marubucin - Yoann Bierling
Yoann Bierling shine ƙwararren ɗab'i na dijital, mai ba da shawara na duniya, yin tasiri na duniya ta hanyar ƙwarewa da bidi'a a cikin fasaha. Masu sha'awar ƙarfafa mutane da ƙungiyoyi don haɓaka sakamako na musamman da haɓaka haɓakawa ta hanyar samar da abun ciki.




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