Problem: You want your generated document to contain a dashboard image. Steps: 1. Navigate to the Salesforce Dashboard and right-click on the image. Select ‘Copy image address’. 2. Navigate to the record you are running from and paste the URL into a text field. For our example, we are using...
How to Populate Dynamic Charts in Your Generated Document
Problem: You have a Salesforce report with raw data and you want to show a visual representation of this data via a chart in your generated document. Downloads: Get the Excel template here: Dynamic Charts – Excel LogicGet the PowerPoint template here: Dynamic Charts – PPT Steps: 1. First, we will...