In Salesforce, we can create a lightning table dashboard component using a tabular report and a grouped report. In this Salesforce tutorial, we will learn about creating a Lightning Table dashboard component in Salesforce. We will learn what a lightning table dashboard component is, its uses, and what to consider while creating one. Additionally, we … Read more >>>
While working as a system admin for an organization that uses Salesforce CRM, the sales team informed me about an issue; when creating a sales report, they could not review and analyze it because of the large amount of data. The requirement was that the sales team wanted to filter out the data quarterly. To … Read more >>>
As a system admin, I worked on Salesforce reports. Recently, the sales manager asked me to create the account’s annual revenue report. However, some account records fields are blank and include null values in the “Annual Revenue” field. To ensure the correct analysis, I need to create a Salesforce report with only records with non-null … Read more >>>
As a Salesforce admin I was working on a lead conversion report. The manager wanted to review the number of leads generated from the web and the conversion of those leads to customers over the last quarter. To create this type of report in Salesforce, we have a matrix report. Here, I will explain matrix … Read more >>>
While working as a Salesforce system admin, the support team asked me to create a report on notes logged by them in the previous quarter. The support team frequently logs notes in Salesforce to document interactions with clients, feedback, and follow-up actions. For this requirement, I had to create a report that provides insights into … Read more >>>
The sales team in our Salesforce organization asked for a report on object field history tracking to track the annual revenue history of the Account object field so that they could analyze the previous and current amounts of the accounts’ annual revenue. As a solution for this requirement, I first enabled the field history tracking … Read more >>>
The company where I work as a Salesforce admin runs monthly email campaigns to promote new products, offer discounts, and share company news. The marketing team needs a detailed HTML email status report to evaluate the performance of these campaigns. They asked for a report that should include data such as recipient email, Date sent, … Read more >>>
The organization where I work as a system admin uses Salesforce as its primary CRM tool. I have created multiple reports in the past to track the history, activity, and new updates of sales and objects. However, we have noticed that many reports have not been used for a long time and do not align … Read more >>>
In Salesforce, Record Types are a way of grouping many records of one type for that object. These can be applied to any standard or custom object and allow you to have a different page layout, fields, required fields, and picklist values. We can also display these record types in the form of a radio button in the Salesforce Screen flow when … Read more >>>
In our Salesforce org, after a recent product launch, our company decided to launch a survey regarding product feedback after a week to gather customer insights and their experience with the product. The survey will be sent to customers who have purchased and used our product for a week. Then, I created a custom survey … Read more >>>