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

In this exercise, you’ll use Data 360 data inside standard Salesforce reports.

Step 1: Create a Data 360 report

1. Using the App Launcher, open the Customer Support application.

2. Click the Reports tab.

3. Click New Report.

4. Select the Data Cloud Category.

5. Select the Customer with Orders report type.

6. Click Start Report.

   

7. In the Columns section, add fields that help you analyze order activity, such as:

   • Order Id
   • Restaurant Name
   • Order Date
   • Order Total

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

9. Click Refresh to preview the report.

   

Step 2: Create a row-level formula

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

2. Configure the formula as follows:

   Field	Value
   Column Name	Days Since Order
   Description	Days since the order date
   Formula Output Type	Number
   Decimal Points	0

3. Add the following formula into the Formula Builder:

   TODAY() - DATEVALUE(Orders__dlm.Order_Date__c)

4. Click Apply.

   

5. Click Refresh to preview the report.

6. Click Save & Run.

7. Configure the report as follows:

   Field	Value
   Report Name	Individual with Orders Report
   Report Unique Name	Individual_with_Orders_Report
   Description	View order activity by Individual Id using Data Cloud data
   Folder	Private Reports

8. Click Save.

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

Summary

In this exercise, you created a report that analyzes Data 360 order data in Salesforce, including a row-level formula to compute days since an order date.