Salesforce Documentation

This is our portal for all user guides related to Salesforce Lightning. Here you will be able to find all documentation, release notifications, and tutorials.

If you want to request a new tutorial, please do so using cases.

Visualization Drill-Downs

Drill-Downs allow you view a visual representation of your data.

HomePage Example: Pipeline by Stage

Click on the 'Quotation Detail' slice of the pie
Note: Hovering over any slice will show 'Total Amount' for that slice

Now we're seeing a breakdown of the Quotation Stage, Grouped by Opportunity Owners

You can de-sellect users in the legend to filter them in/out of the table

He're we've filtered out all Non-US reps to see
"Out of our US Reps, Who has what Percentage of Quotation Given

Note: The %'s will re-adjust based on who's included in the Pie Chart.
Matt Haberman was 23% of all Quotations Given; however, for US reps he accounts for 31% of Quotation Given

Now, Click Bobbi Sokhey's slice of the pie

Below we can now see all the companies that Bobbi have sent Quotations to
We can also see who are some of the top accounts she has sent quotes to

You can also save visualizations as pictures for eMails or Presentations
Click the '3-Bars' icon to show dropdown of your options.