Dynamic Report Charts & Customer 360 View in Salesforce - Learn Salesforce Series By Algoworks

Credits : Algoworks Solutions Inc

In this video, the following points will be covered -

1. Introduction
Introduction to conventional setup for Customer 360.

2. Prerequisites
Setting up a base report for the chart.

3. Adding a Dynamic Report Chart
Configuration for adding a report chart and making it dynamic.

4. Customer 360 View
Get a 360-degree view and navigate to filtered reports from the Account page.

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