Extend Your Reporting Strategy with AppExchange

https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_appexchange?trail_id=force_com_admin_beginner 

Lightning Experience용 보고서 및 대시보드

 

 

내 과제 

Install, copy, and customize a dashboard

Maria Jimenez is looking for reports and dashboards to track her team's transition to Lightning Experience. She finds the Dashboard Pack for Sales, Marketing and Service package on AppExchange. Install the package in your Trailhead Playground and add a filter to it.

IMPORTANT: For this challenge to work, you need to use the new Trailhead Playground that you created for this module. If you don't see the Install a Package tab in your Playground Starter app, you'll need to launch a new playground.

If you're having trouble installing this app, check out Install a Package or App to Complete a Trailhead Challenge on Trailhead Help.

• Connect your Trailhead Playground to your Trailblazer.me profile
• Install the AppX Dashboard Pak package in your playground:
  • Package ID: 04t500000000YYSAA2
  • Username: The username for your connected Trailhead Playground
  • Install access: Install for All Users
  • Having trouble with the installation? Check out the Install the Salesforce Dashboards Package in Your Playground article on Trailhead Help.
• Create a dashboard:
  • Find and copy dashboard: 1-Account, Contact & Opportunity Data Quality
  • Name: My Account and Contact Dashboard
  • Filter:
    • Field: Billing City
    • Display Name: Billing City
  • Value: San Francisco
  • Save the dashboard
    
    
    
    1. Package ID: 04t500000000YYSAA2

 

 

2. Create a dashboard:

• Find and copy dashboard: 1-Account, Contact & Opportunity Data Quality

 

3. 이름바꾸기

4. 필터

• Filter:
  • Field: Billing City
  • Display Name: Billing City
• Value: San Francisco
• Save the dashboard