The reports and dashboards in Salesforce can be customized to show you just about anything you want to see. This can be a great benefit for any business because you can get in-depth details on your sales team and performance, marketing initiatives, overall ROI and more. Of course, becoming a master of reporting can […]
How can you find the last day of any month for reporting purposes? Perhaps you need a report to check account running balances for the last day of the month over the last 12 months. Or maybe you want to see the sales closing numbers, for the last day of the month over the past […]
Salesforce reporting gives users an easy and effective way to keep informed of the metrics that matter to them the most. But did you know that you can set up your reporting to be delivered to you automatically? That’s right, instead of having to manually run reports, you either subscribe or schedule, and those customized […]
A wealth of data is built into Salesforce and the Force.com platform. I would love to list all the different data points available, but it would turn this tip from a simple blog post into something of a short story. That is why creating custom reports to help you cut through the data and get […]
Subscribing to reports in Salesforce is an easy and effective way to keep yourself informed about important metrics. Instead of having to manually run reports, you just click the green subscribe button, and those customized reports will be delivered automatically to your inbox. However, what if you forget which reports you are subscribed to? Or […]
Opportunity history reports: a simple, out of the box function, that can do quite a bit when it comes to tracking your data. Opportunity History Reports allow users to view how an Opportunity has changed over time, and by adding a few additional formula fields, can help make the report more robust and flexible. Add […]
If you are in need of an easy-to-use process for gathering information from the visitors to your company’s website’s visitor, by way of a custom object, this app is perfect for you. Using this app, you will be able to quickly create code and collect the information from visitors. The data gathered will be imported […]
Salesforce Dashboards and Reports allow for some of the smoothest and smartest data processing on the market. You can keep track of deals and sales to amazing extents, but sometimes your dashboards can get off or out of date. Of course, since you are working in Salesforce, fixing that is no sweat. With a bit […]
A small change in this week’s posting, instead of the usual write up on a single app, we are giving you the goods on two small but powerful Salesforce plugins, built by the same developer, WalkMe. Super Search Super Search is a powerful search-bar plugin for Salesforce. You can view instant results for any field […]
Are there reports that you need to see on a daily/weekly/monthly basis? Does running end of month reports take up too much time? Are you on a tight budget and don’t want to pay for licenses for members of your team that only need to see metrics? Scheduling reports is a great tool, but a Salesforce […]
