In previous posts for this reporting series, we learned about Report Types and Formats, as well as two specific types of Report Formats – Tabular reports and Summary reports. Today, we…
Year: 2022
Saleforce Dynamic Apex
Sometimes when you’re developing Web Applications, you need to have picklist values to be shown to the User from the backend. For complex projects, you may even have to filter…
Salesforce Sandboxes
What is a Sandbox? A Salesforce sandbox is a replica of your Production org. Sandboxes are separate from your Production Org and are used to configure, develop, customize, and test…
WORKATO - Automation Platform
What is Workato? Workato is an enterprise automation tool that helps companies automate business processes and data integration. It can be…
Using Workbench to Insert, Upsert, and Update Data
In a previous blog post, we discussed how to utilize Workbench for Salesforce to query datasets. We also discussed the flexibility of Workbench for users with or without SOQL…
Reporting pt. 3: Summary Reports
In Part 2 of the Salesforce Reporting series, we learned how to create a report with a Tabular Format. Today, we will be creating another simple and easy-to-learn Salesforce Report…