Skip to content
Latest
Posted Reports

Report on Percentage of Records a Field is Populated

Understanding how consistently users populate key fields is one of the best indicators of data quality and adoption. Incomplete data can cripple dashboards, forecasts, and automation. Measuring the percentage of records with a value in a specific field gives admins and business leaders an actionable metric: how often users are doing what’s expected.

Flow Reporting with Reactive Related Data Tables
Posted Analytics

Can Salesforce Flows Support Reporting and Visualization?

Reporting is one of the strongest features of the Salesforce platform. With powerful standard tools like report builders and dashboards, you can analyze and visualize your data to make informed decisions. But even if you’re a reporting pro, you’ve probably hit limitations, especially when your data isn’t structured just right. That’s where Salesforce Flows come in.

Posted Analytics

Access Salesforce Reports and Dashboards in Slack with the CRM Analytics App

Salesforce CRM Analytics isn’t just for dashboards and lenses tucked away in Salesforce anymore. With the CRM Analytics for Slack app, users can bring powerful analytics insights right into their Slack workspace—where collaboration happens in real time.

We will explore how users can view, share, and act on standard Salesforce Reports and Dashboards(no paid CRM Analytics Licenses required) without leaving Slack. Whether you’re a sales manager monitoring pipeline health or a service leader tracking case resolution times, CRM Analytics in Slack makes it easier than ever to stay informed and responsive.

Posted Analytics

Unleashing Visual Insights: Uncover the Power of Embedded Charts in Salesforce

We all know that Reports and Dashboards are critical to businesses. However, far too often we end up with hundreds of Reports, most of which go unused, piling up in folders that no one even remembers where to access them. Wouldn’t it be better if we could take our most important analytics and put them in the forefront ? Good news, we can, by embedding them in the UI. I’ll demo several ways to bring these charts to the surface and place them where they are truly useful and actionable.

Posted Analytics

Report on Objects and Fields

Monitoring and auditing object and field information can be a tedious Task. Going through Object Manager to an Object then clicking on Fields & Relationships and trying to scroll while waiting for the list to update takes a while (in cases where you can’t just search on field name). Wouldn’t it be great if we had a way to get information on our Objects and Fields quickly in one screen? Good news is, we can, with Reports.

Posted 1 Comment on Summer ‘21 Forecast Improvements Reports

Summer ‘21 Forecast Improvements

Accurate Forecasting is critical to all businesses. It allows for strategic planning, cash flow predictability and overall business guidance. One longstanding complaint has been the lack of flexibility to customize Forecasting. With the Summer ’21 release we now have the ability to create and report on Forecasts Types based on custom fields along with an improved experience to manage Forecast Types. Let’s take a look at the new capabilities.

Posted 5 Comments on Display Currency Values Based on the Running User of a Report Reports

Display Currency Values Based on the Running User of a Report

There is no “dynamic” option available in the report builder that allows a report to use the currency specified for the running user. Until this is supported natively, you can follow one of these methods in order to edit the metadata of your report so that it displays the currency of the running user. This makes it possible to manage a single set of reports in multi-currency enabled orgs.