I was working as a Salesforce admin. Recently, the sales manager asked me to create a lead conversion report with the record count of each sales representative who converted leads to understand which sales representatives are converting the most leads. To achieve this requirement, I created a report that sorts the number of leads by … Read more >>>
I worked for an organization that uses Salesforce CRM to manage the employee management application. Recently, HR asked me to update the application to include an employee field for reimbursement applications. When the employee clicks that field, it shows all employees in the list, and without filling that field, the record should not get saved. … Read more >>>
As a Salesforce admin, I need to generate an account report to display accounts with the type of ‘account=customer-direct.’ The account rating should be hot, or the account should be from the apparel industry. To create this type of report, first, we need to apply a filter to each field, and then we can use … Read more >>>
As a Salesforce admin, I worked on the case report. Recently, the manager wanted to calculate the open cases by the number of days since a customer’s case was created until today in a Salesforce report so that they could track the progress of customer support cases. I created a case report to achieve this … Read more >>>
I was working as a Salesforce admin on lead records. Recently, the sales manager asked me to create a separate list view of lead records to monitor leads generated from the web. To fulfill this requirement, I created a custom list view to display all leads from the web source. Here, I will explain the … Read more >>>
The Sales team in our Salesforce org was conducting a performance review, so I created a detailed report to calculate the “Year-to-Date Sales” for each opportunity directly in the report. In that report, using the row-level formula, I add a row-level formula field that calculates the “Year-to-Date Sales” by checking if the “Close Date” is … Read more >>>
We created reports in the Salesforce CRM in the recent monthly sales review. In the analysis, we noticed that some important insights were missing from the reports. As a system admin, I reviewed and made the required changes in the reports. These changes include changing the grouping of columns and adding filters and descriptions of … Read more >>>
I was working as a system admin for an organization that uses Salesforce CRM. Recently, I was tasked with creating an account report that displays account records owned by specific users, along with their record criteria, in either report or list views within Salesforce. In Salesforce, we have the feature “Filter by Scope,” which allows … Read more >>>
While working as a Salesforce admin for an organization, the sales manager asked me to create a report and dashboard to show important data like total sales, lead conversion rates, and sales pipeline status per user who is currently logged in. In Salesforce, we have dynamic reports and dashboard features, allowing us to create individual … Read more >>>
In our Salesforce org, all sales team users have access to create reports. We have added some custom report types to create reports that cannot be created using the standard report types available in Salesforce. For data security reasons, some fields were required to be removed from the custom report types so that the reports … Read more >>>
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