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 >>>
I’m working as a Salesforce system admin for an organization that manages customer data using both Salesforce and an external ERP (Enterprise Resource Planning) system. We use Salesforce for sales and customer interactions, while the ERP system is used for inventory, billing, and order management. We need to ensure that customer information in Salesforce matches … 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 >>>
While working as a Salesforce admin recently, the sales manager asked me to create a report to analyze the performance of the successfully converted opportunities and the cases that were resolved successfully in a single report. To achieve this requirement, I created a joined report in Salesforce. Here, I will explain the detailed concept of … Read more >>>
Recently, I created a report on the account object in Salesforce. After creating the report, the manager asked me to display only those account records that do not have any related contacts. To achieve this requirement, we have a cross-filter in Salesforce Report. Here, I will explain cross filters in Salesforce reports and their uses. … Read more >>>
Build a Smart AI-Powered CRM Assistant with Agentforce in Just 4 Hours—Hands-On, Live, and Ready for Real-World Use!
27 August 2026 | 7 PM to 11 PM IST | 9:30 AM to 1:30 PM EST
Early Bird: $9 – First 15 Seats
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.