Overcome polymorphic field limitations as cross object dashboard filters by owner. Learn how you can filter Opps and Leads by owner on a dashboard.
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.
As with every Salesforce release there are new features rolled out across that platform. With Spring ’21 there are a some specific enhancements to Reports and Dashboards. Let’s take a look at what we have available to us.
Reports and dashboards are our analytics engines. They provide us the data and insights to make business decisions, measure performance and help steer the direction of the company. Over time … Continue Reading Manage Reports and Dashboards Through…Reports and Dashboards
As admins we are responsible for maintaining the Salesforce Org and keeping it configured in an optimal manner. We are also tasked with dealing with sometimes less than enthusiastically diligent … Continue Reading Reporting on Duplicate Records
Filter Knowledge Reports by Category This feature has been long sought for Knowledge users. It allows you to filter reports based on Category. The UI positions the filter in a … Continue Reading Summer ’20 Release Features: Reports and Dashboards
Reports and dashboards are an integral part of every Salesforce org and are key components to uncover business insights as well as to drive actionable decisions. The consumption of the data is an important piece of their usage. To make these analyses even more useful we can add layers of sharing and collaboration. This allows us to capture different perspectives, challenge the validity or derivation of the data and make it more accessible. Next we will look at several ways to do this.
Reports are a mechanism for gathering and correlating data. However, people are visual learners. Adding a chart to a report or creating a dashboard allows people to easily understand the business insights that the report is providing. To take this visualization to the next level you can utilize color to help further communicate the report results and make them easier to consume. During this presentation you will learn how to set default picklist value chart colors, use conditional formatting to color code report table cells, create visual image formulas, customize dashboard themes and palettes and get creative with Analytics dashboard color schemes.
If you have created a Salesforce report you have probably used a report filter. Whether this has been by time period, such as created date, or by sales rep or … Continue Reading Two Additional Ways to Filter Your Reports
Formulas are a valuable tool within Salesforce to help with calculating values. You have probably created formula fields on your objects, but did you know that you can also use … Continue Reading Getting Started with Report Formulas