Learn everything about reports and dashboards from our Salesforce reports and dashboards tutorials. This practical and helpful tutorial will help you learn how to create reports and dashboards using Salesforce Lightning and Salesforce Classic with real examples.
Imagine your support manager asks, “Can you show me how many open cases each support agent is currently handling?” If you don’t have a report ready, you’ll have to manually check multiple case records and count them yourself, which can take a lot of time. The Open Cases by Owner report in Salesforce makes this … Read more >>>
In Salesforce, reports play a very important role in analyzing business data and making better decisions. One of the most useful reports for sales teams is the pipeline report. It helps organizations understand how their sales opportunities are progressing and how much revenue they can expect in the future. A pipeline report gives a clear … Read more >>>
In Salesforce reports, we sometimes need to understand how much each group contributes to the total. This is where calculating the percentage of the grand total becomes very useful. In this article, we will learn how to calculate the percentage of the grand total at the summary level in Salesforce reports with a simple step-by-step … Read more >>>
I was working as a Salesforce Admin for a software company. The sales manager asked me to find out how many opportunities are converting from one stage to another each month and which sales reps were performing best. To solve this, I created an opportunity-stage conversion report that clearly showed conversion rates at each stage and … Read more >>>
While working as a system administrator for an organization that uses Salesforce CRM, the sales manager informed me that they want to receive regular reports on sales performance via email. So that they can monitor progress for monthly targets. For that, in Salesforce reports, we have a feature that allows us to subscribe to reports, … Read more >>>
The sales team generated many leads in a recent campaign conducted by our company, which works with Salesforce CRM. The campaign lasted a couple of months, and the sales team requested that the generated leads be grouped in a monthly format to analyze performance on a month-by-month basis throughout the campaign. As a solution, I … Read more >>>
While working as a Salesforce admin in a company that uses Salesforce to manage its business, our sales manager wants to review the monthly sales performance of their team. To achieve this, I created a report in Salesforce that displays the sales team’s performance. Now the manager wants to analyze the report by applying filters and also … Read more >>>
Recently, in our Salesforce org, I created two public groups for two different departments. In this, I noticed one issue: both groups can view the reports for each other’s department. To maintain the privacy and data security for both departments, we had to restrict access to the Salesforce reports that are specific to a department. … Read more >>>
In Salesforce, reports can be customized on a large scale, allowing us to tailor them to our specific requirements. When you need to change the column name in Salesforce reports, it can be done for reports created by custom report types. In this Salesforce tutorial, we will learn how to change column names in Salesforce … Read more >>>
As a Salesforce system administrator, I recently created a custom report to pull out the IDs of account and contact records from our Salesforce org, but there was an issue fetching the IDs of the records. The IDs of records are generally 18 digits, but the report data only gave 15-digit IDs of records. As … Read more >>>
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