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  1. Preface
  2. Salesforce Managed Package
  3. Running a Guide within a Salesforce Organization
  4. Techniques
  5. Customizing Salesforce
  6. Mobile Guides
  7. Meeting Follow-up Wizards
  8. Controlling Who Sees Guides
  9. Launching a Guide
  10. Guide Execution Reports

Salesforce and Application Integration

Salesforce and Application Integration

Creating Salesforce Reports

Creating Salesforce Reports

To use the Salesforce Reports feature to run a report on Guide Executions:
  1. Choose the
    Reports
    tab in Salesforce (or click the + sign to locate it).
  2. Choose
    Guide Reports
    from the list. The following appears:
    Salesforce Guide Reporting
  3. Click
    Guide Executions
    to run the report and view options to change report parameters. Use the Salesforce commands on this page in the same way you would use them on other report pages.
    A report page

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