How to Create an Open Cases By Owner Report in Salesforce

Salesforce Classic Create a Open Cases Report

In this Salesforce tutorial, we are going to learn about creating an Open Cases By Owner report in Salesforce. We are going to discuss the process of creating an Open case report by owner in Salesforce Lightning and Classic editions. Open Cases By Owner report in Salesforce In Salesforce the support and sales service operations … Read more >>>

How to Create a Revenue by Lead Report in Salesforce

Salesforce Classic add chart to Revenue by lead report

In this Salesforce tutorial, we will learn to Create a Revenue by Lead report in Salesforce. We will discuss the process of creating a revenue-by-lead report in both editions of Salesforce i.e. Lightning and Classic. Revenue by Lead Report in Salesforce In Salesforce, a report that shows the data of Revenue generated by Leads during … Read more >>>

How to Create an Average Deal Report in Salesforce

Create Average Deal Report for opportunities in Salesforce

We will learn about how to Create an Average Deal Report in this Salesforce tutorial. Creating an Average Deal Report is possible in both editions i.e. Salesforce Lightning and Classic. This report is not an in-built report in Salesforce, so we will create this report with customization and adding filters. Average Deal Report in Salesforce … Read more >>>

PICKLISTCOUNT Function in Salesforce | Count Selected Values in Multi-select field in Salesforce

Salesforce Lightning PICKLISTCOUNT Function

This Salesforce tutorial will explain the PICKLISTCOUNT Function. We will also learn its syntax and use cases. In addition, we will explore practical business examples of the function in both Salesforce Lightning and Salesforce Classic. While working as a Salesforce administrator, I recently had the task of counting the number of opportunities in each stage … Read more >>>

How to Create a Win Report in Salesforce

Formula for Win Report In Salesforce Lightning

In this Salesforce tutorial, I will explain how to create a win report in Salesforce. We will also discuss creating a win report in Salesforce Lightning using opportunity records. Win Report in Salesforce In Salesforce, win report is a custom report that is created with the data of opportunities. The Win report shows all the deals … Read more >>>

How to Pass a Record ID into Salesforce Flow

Activated flow to Add element to pass Record Id in Salesforce flow

In this Salesforce tutorial, we will learn to Pass a Record ID into Salesforce Flow and for that, we will create a Salesforce Flow with a record ID variable and then pass that flow to the Salesforce records displaying the Record ID. We can pass a Record ID into flow in Salesforce Lightning only because … Read more >>>

How to Add Calendar to the Record Page in Salesforce Lightning

Added Calendar to the record page in Salesforce Lightning

In this Salesforce tutorial, we will learn about adding a Calendar to the Record Pages in Salesforce Lightning. To add a calendar to the record first, we will install a free application from the Salesforce AppExchange, and then with the help of that we will add a calendar component to the Lightning Record Page. Calendar … Read more >>>

How to add a Pop-up message in the Salesforce Record Page

Salesforce Lightning Record Page with a pop-up message

In this Salesforce tutorial, we will learn about adding a Pop-up message to the Salesforce Lightning Record Page. In addition, we will understand the core concept of Salesforce Pop-Up messages and also the installation steps of EvoluteMessage from the Salesforce App Exchange. Salesforce Lightning Pop-up messages In Salesforce, the PopUp component allows the user to … Read more >>>

LEFT Function in Salesforce

Example Of Salesforce LEFT Function

In this Salesforce Tutorial, we will learn how to use the Salesforce LEFT function. Moreover, we will learn the syntax and business use examples of the LEFT function. While working as a salesforce developer, I got a task from my client to fetch out the plant code from the serial number. To get a solution … Read more >>>

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