Body
This service is for staff, faculty, student workers with access to the Salesforce EDA environment and approved to write reports and dashboards.
This article will provide an overview of how to edit a Salesforce Specification based on a Salesforce EDA Report or Dashboard.
How to Edit a Salesforce Specification
- Log into the Data Cookbook under stthomas.datacookbook.edu
- Go to the Reports Tab across the top
- Select Browse Specifications
- In the search bar in the upper right, search by the Specification Name to find the one you need to edit.
- After selecting the specification you will see under the name an option for Request a Change as a hyperlink
- In the request form, under Describe the Nature of the Change, explain what you are changing in the specification, set the Due Date as the day you are making the change and Save.
- Once saved you should see that you are now able to use the Edit Button on the Specification to make the changes.
- When you have made all of your edits/changes, you will Save and Submit the specification again for review.
To report a problem or receive additional troubleshooting, please contact the
Tech Desk.