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 >>>
Recently, I was working on an account report when the sales manager asked me to create a report on the opportunity object. They want to display only records whose close date is less than 1 Jan. 2024. To create a report, we need to apply a filter on the date field, and we have a … Read more >>>
As a system admin, I was working on opportunity reports in Salesforce. Recently, the sales team wanted to analyze the sales of some states. For that, they want a report of closed won opportunities only for those states, excluding other states. So, instead of applying a filter for each state differently, I have used multiple … Read more >>>
As a Salesforce admin, I once received a requirement from the Sales team to enable the feature of inline editing to the reports so that they could analyze and edit the corrections on the current report and avoid creating another report. In this Salesforce tutorial, I will explain inline editing on reports and how to Edit Fields Inline … Read more >>>
As a system admin, I worked on dashboards in Salesforce. Recently, the sales manager asked me to create a dashboard that shows leads generated from different sources so that the sales team can easily track their progress and key numbers. To make it even more accessible, add the dashboard to the homepage in Salesforce. Here, … Read more >>>
In a recent campaign led by our organization that works with Salesforce CRM, the sales team generated plenty of leads. The campaign lasted one month, and the sales team asked to group the generated leads in a weekly format so that they could analyze week-wise performance throughout the campaign. As a solution for that, I … Read more >>>
In our Salesforce org, we have multiple contacts under accounts, and when we create a report on the accounts and contacts, we get repeated accounts for the related contacts. The sales team wants to count the unique values of account names so that they do not have to maintain data for repeated accounts and only … Read more >>>
As a system admin, I worked on reports in Salesforce. Recently, the sales manager asked me to create an opportunity pipeline report that shows the records grouped according to the opportunity stages along with their record count so that the sales team can analyze the current stage opportunity records. As a solution, I created a … Read more >>>
While working as a Salesforce admin, I created a report on lead generation so that the lead manager could see the number of leads generated from different lead sources in Salesforce. To track these records easily and quickly identify the numbers, the lead manager asked me to add a chart to the report. Here, I … 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 >>>
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.