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.
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 >>>
The Sales team in our Salesforce org has been actively converting leads generated through various marketing channels, including webinars, email campaigns, and online ads. The management team wants to assess the effectiveness of these efforts over the past quarter. As a system admin, I created a report on lead conversion so that the management could … Read more >>>
I worked in an organization that uses Salesforce CRM. Recently, we launched a new product and ran a campaign to promote it. Now, the team manager has asked me to create a report on the newly launched product campaign so that they can analyze the campaign’s impact. For that, I created a summary report on … Read more >>>
While working as a Salesforce developer for a retail company with stores across various states. The company’s management team wants to evaluate the distribution of accounts (stores) across different geographic zones: North Zone, South Zone, East Zone, and West Zone. However, no existing field categorizes the accounts into these zones based on location. To solve … Read more >>>
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 >>>
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 >>>
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 >>>
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