Exercise 9 (Optional): Analyze Data Cloud Data in Salesforce Reports

In this exercise, you'll use Data Cloud data inside of Salesforce standard reports.

Step 1: Create a Data Cloud report

1. Using the App Launcher, open the Coral Cloud application.

2. Click on the Reports tab.

3. Click on New Report.

4. Select the Data Cloud Category.

5. Select the Individual with Reservation Report Type.

6. Click on Start Report.

   

7. In the Columns Section, add the following fields to the report:

   • Reservation ID
   • Check-in Date
   • Check-out Date
   • Total Price

8. In the Group Rows Section, group by Individual Id.

9. Click on Refresh to preview the report.

   

Step 2: Create a row-level formula

1. Open the Columns menu and click on Add Row-level Formula.

   

2. Configure the formula as follows:

   Field	Value
   Column Name	Nights
   Description	Total number of nights
   Formula Output Type	Number
   Decimal Points	0

3. Add the following formula into the Formula Builder:

   Reservation__dlm.Check_out_Date__c - Reservation__dlm.Check_in_Date__c

4. Click on Apply.

   

5. Click on Refresh to preview the report.

6. Click on Save & Run.

7. Configure the report as follows:

   Field	Value
   Report Name	Individual with Reservation Report
   Report Unique Name	Individual_with_Reservation_Report
   Description	View the Total Number of Nights by Individual Id from Data Cloud
   Folder	Private Reports

8. Click on Save.

That’s it, you have now used Data Cloud data inside of Report Builder!

Summary

In this exercise, you used the out-of-the-box Salesforce reporting functionality to view and aggregate data that lives in Data Cloud.