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Salesforce Reports in Channel11


To create a program with a Salesforce Report, first log in to Channel11. You can either edit a program/channel or create a new program. For new, click Add New Program.

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In the Choose program type drop down, choose Salesforce Report. Select the Salesforce account you would like to access in the Data Source field. Then, select the report that you would like to display. Please note, you can only display summary and matrix format reports. You can use the preloaded Program Title or put in your own. You can search for your report as well.


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Next, you will choose how you would like to display the report. You will select your Graph Type, the Grouping, and the Values you would like to display. You are now able to select multiple values.

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Once you select your color scheme, you will be able to see the preview of your chart! 

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If you have MANY values within a report, you may also choose to limit the values. Perhaps you just want the top 5. You may enter the number of values here:

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You can decide how long/short the program will run for in the timing section. If you would like to limit the number of API calls to Salesforce, you  You can decide how often the data is updated in the Request Caching section. If you select No Caching, the report will be updated every time the Channel cycles completely. If you do 24 hours, then the data will be updated once every 24 hours. 

Here are some of the other graph types available: 

Line

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Gauge

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Pie
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Number
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Leaderboard
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Still need assistance? Email gethelp@leveleleven.com
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