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 >>>
Recently, I worked as a Salesforce Admin in an organization that uses Salesforce CRM. The sales team reviews the stages of various opportunities regularly and needs to update the stages of their respective deals. However, updating opportunity stages is very time-consuming. As a solution, Salesforce has a feature called enable inline editing, which allows us … Read more >>>
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 >>>
In this Salesforce tutorial, we will learn to create a report for product schedules in Salesforce. We will discuss creating a report for product schedules in Salesforce Lightning and Salesforce Classic. Product Schedules Report in Salesforce In Salesforce we create a range of custom reports and one such report is the Salesforce Product Schedules report. … Read more >>>
In this Salesforce tutorial, we will learn to Create a Case Report for the Support in Salesforce. Case reports in Salesforce are created generally for the Customer Support report types and it is possible to create a case report for support in Salesforce Lightning and Classic edition as well. Case Report in Salesforce In Salesforce, … Read more >>>
In this Salesforce tutorial, we are going to learn how to create a user call activity report in Salesforce. We will understand the uses of this report and also discuss the method of creating this report in Salesforce Lightning and Salesforce Classic edition. While working as a System administrator for an organization that uses Salesforce … Read more >>>
We use contains as an operator that is used for the filter reports as per our requirements. When we want all records that hold a particular value, the value can be a string or number. That time, we can use a contains filter. In this tutorial, we will learn about the contains filter report, what … Read more >>>
In Salesforce, sometimes we want to compare one field value with another field; with the name of compare, you must want to know the difference between them and display a particular result after comparison. Compare field-to-field value filter only works in Salesforce Lightning. In this Salesforce tutorial, we are going to learn about field comparison … Read more >>>
In Salesforce, security is very important, and when we don’t want to show our records to another user or want to see only the current user’s records, then Salesforce gives functionality in the report to do so. In this Salesforce article, we are going to learn about filtering reports by current users in Salesforce, what … Read more >>>
In Salesforce, the stacked bar charts can be used for the exact comparison between two or more values in a single bar. To use stacked bar charts, we must need at least two grouping fields in the report. The Stacked Bar Chart Dashboard can only be used in Salesforce Lightning. In this Salesforce tutorial, we … Read more >>>