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You can also add reports to a new tab within the page layout. To do this, click on the tab group, and click the add tab button. Click on the name of the new tab and select report from the menu. Drag & drop the report chart element to the report tab to add your reports.

To hyperlink a text in an email template On the page where you add the content or the body of the HTML Email Template, highlight a text. Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box. Click OK to save the link. Click Save to save the template.

Create Custom HTML Email Templates in Salesforce Classic Do one of the following: ... Click New Template. Choose Custom (without using Classic Letterhead) and click Next. Choose a folder in which to store the template. To make the template available for use, select the Available For Use checkbox.

A Joined Report in Salesforce combines two reports that have different report types, within a single view. Salesforce Joined Reports appear like one single report so that you can get a more holistic data view. In the Lightning Report Builder, you add report blocks, and then define the filters for each block.

Sharing Content with Other Users Navigate to the Reports tab. Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Report Folder name. Select Share from the dropdown. In the new popup window, Share with Public Groups or Users, View Access. Click Share, and then Done.

For example, . From the Reports tab, create the report you want by either customizing a standard report or creating a custom report. Filter the report by the record ID you copied. ... Run the report to verify that it contains the data youexpect. Click Customize.

How to Share Reports in Salesforce Lightning - YouTube YouTube Start of suggested clip End of suggested clip Right so i can share directly with users. So i can type in or even just click that and it brings upMoreRight so i can share directly with users. So i can type in or even just click that and it brings up all the users. So if i want to share with marty. Go ahead and select him. And then click share.