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Reports, Dashboards & Analytics

  • Report on Percentage of Records a Field is Populated

    October 29, 2025 by

    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 whatโ€™s expected.

  • Flow Reporting with Reactive Related Data Tables

    Can Salesforce Flows Support Reporting and Visualization?

    July 30, 2025 by

    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 youโ€™re a reporting pro, youโ€™ve probably hit limitations, especially when your data isnโ€™t structured just right. Thatโ€™s where Salesforce Flows come in.

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

    May 28, 2025 by

    Salesforce CRM Analytics isnโ€™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 workspaceโ€”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 youโ€™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.

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