Salesfoce Customization Skills

Build Your Customization Skills

Funnel Metrics is highly customizable. Before you wade in, though, we recommend that you familiarize yourself with some additional documentation. That's especially important if you're new to Salesforce reports and dashboards. Fortunately, Salesforce offers some really robust resources:

Salesforce Reports & Dashboard documentation:
https://help.salesforce.com/articleView?id=analytics_overview.htm&type=0&language=en_us

Salesforce Trailhead:
https://trailhead.salesforce.com/trails/force_com_admin_beginner/modules/reports_dashboards

When you're ready to start customizing dashboards and reports, this guide will enable you to identify and roll out the custom dashboards most relevant to your organization, and teach you how to support your freshly customized dashboards with appropriately modified metrics within the reports.

Please note: None of this documentation is designed to replace Salesforce documentation or training. Instead, it speaks to specific modifications you may wish to make to this package in order to address your business needs.