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Two Simple Reports for Faster Data Loads

September 18, 2022 by Aaron Crear

Use these two simple Salesforce reports to make your data loads faster.
Cross Object Dashboard Filter by Owner

November 9, 2021 by Aaron Crear

Overcome polymorphic field limitations as cross object dashboard filters by owner. Learn how you can filter Opps and Leads by owner on a dashboard.
Summer ‘21 Forecast Improvements

October 12, 2021 by Aaron Crear

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.