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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.
Display Currency Values Based on the Running User of a Report

March 1, 2021 by Evan Ponter

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.