The Winter ‘21 release is here and the Summer ‘20 release hype has already ended, but we still want to make sure that you did not miss out on the past updates related to the Salesforce report and dashboard features. In the last part of this Reports & Dashboards series, grit your teeth as we count down to the last four items in our checklist! 4 In Console, Report Links… Read More

If you would like to know how to create a custom report for Price Book entries, we have broken down the steps for you in this article. Creating a custom report for Price Book entries makes product pricing easier to update and manage.Product and pricing management is one of the top priorities of PuppyCat Global Inc., a rising superstar in the manufacturing industry of organic pet essentials. The sales managers… Read More

As promised, we will be highlighting feature updates and releases related to Reports and Dashboards through a blog series. For the second part of our installment, we discuss the ‘Attach .csv Files Report Subscription’ functionality.This feature release is pretty straightforward: reports can now be generated more efficiently via email without the hassle of printing each page, thus making the reporting process more digital and seamless.

The long wait is finally over. The Salesforce Summer ’20 feature releases and updates are now implemented! To give you insights on how those new features work, we will be featuring the recent updates related to Reports and Dashboards in this blog series. Do you think one of your upvoted ideas made the cut? Here’s an overview of some of the Summer ’20 report update features.

Sugar, spice, and ‘everything nice’? Salesforce almost has it all now that Einstein, the smart CRM assistant, is already at our service. Einstein was first introduced as part of the Salesforce Spring ‘17 release and is now a component of Salesforce core cloud products. This innovation was built for the Customer Success Platform to break down the complexity of artificial intelligence technology, helping customers leverage AI capabilities. It must be… Read More

by Karen McGee Have you ever run into an issue when a user requested a report that seems simple to create but when you start to work on the report you realize it is not going to be that simple? I was recently asked by one of my users to create a report that displays all accounts, with an associated opportunity, quote with quote lines for each sales rep. The… Read More

Have you ever come across the need to do actual vs target reporting in Salesforce? It could be to report on if Salespeople are reaching their targets for the value of closed opportunities. It could be whether the number of orders has reached the goal for the month. Another example could be the number of qualified leads created. While it is easy to create reports that summarize actual data, how… Read More

  How to Use the PARENTGROUPVAL functionThe ParentGroupVal function is one of the lesser known features of Salesforce reporting. In this article you will learn how to create some key metrics for summary reports by using the PARENTGROUPVAL function within a summary, joined or a matrix report. The function obtains the summary value from a parent group, which is a grouping that is a level above the current grouping. The syntax… Read More

Dashboards are a great way to represent data visually within an organization. They can show how you have performed in the past and what’s happening at the moment – two keys to any business that wants to be successful.Normally, dashboards in Salesforce are run based on one user for the entire organization. Meaning the dashboard looks the same for all users within the organization. This is great if you are… Read More

It is quite common for organizations to bring order history into Salesforce to add to other interactions captured in Salesforce to have a complete picture of a customer. Once the information has been brought into Salesforce, it is easy to report on account order history, but what if you would like to report on accounts that don’t have order history for a particular product in the last 12 months. This… Read More

You may have the requirement to report by month and year. If you have tried that, you will find that the standard reporting features may not provide you with what you are looking for. Lets say that you would like to report on the number of closed opportunities over the last 3 years. You would like to have months reported along the top in columns and the years down the… Read More

You may have come across cross filters when learning about Salesforce reports but having no immediate need for them, forget about them. It is only sometime later when faced with a reporting challenge that you may delve back and find that they are very useful and may even solve a problem that you thought you could not do with Salesforce reports. Lets review what reports with cross filters can do:… Read More

It can be tricky to understand how Joined reports work in Salesforce. For those who have experience with database queries or other report writing tools, the name Joined report can raise expectations that it will be possible to report on data joined from different objects in the one report. A way to think of joined reports is of separate block reports where the data can be optionally grouped to ‘join’… Read More