Configuration (5:30 min)
Completion requirements
01 Getting Started
This tutorial covers the basic configuration of a chart. Charts can be used as part of a portal or embedded in an experience cloud site.
02 Configuration
1. Insert a chart into your project. The Salesforce Configuration window opens.
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2. Choose your Source, select the object in Salesforce, and set the number of records to pull. Click Next.
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3. Configure Conditions to filter your results, this is a significant step if you have selected Object as the source. Click Next.
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4. Configure the X and Y axis in the mapping step. You can choose to format how this content is displayed. Click Apply.
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To format the Amount value on the Y axis:
1. Click the Format gear icon.
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2. Using the options in the Configure Format window, you can choose how your data is displayed. You can select the type, format, prefix, and postfix. Click Apply.
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Your chart will pull data directly from your Salesforce and display it in your selected format.
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2. Choose your Source, select the object in Salesforce, and set the number of records to pull. Click Next.
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3. Configure Conditions to filter your results, this is a significant step if you have selected Object as the source. Click Next.
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4. Configure the X and Y axis in the mapping step. You can choose to format how this content is displayed. Click Apply.
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To format the Amount value on the Y axis:
1. Click the Format gear icon.
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2. Using the options in the Configure Format window, you can choose how your data is displayed. You can select the type, format, prefix, and postfix. Click Apply.
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Your chart will pull data directly from your Salesforce and display it in your selected format.
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