What is a List View? A List View in Salesforce is a view that helps users see specific records based on established filters. The fields that the user wants to…
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Reporting pt. 6: Bucket Fields
In previous posts for this reporting series, we learned about Report Types and Formats. Today, we will be creating Bucket Fields, also known as Bucket Columns, in Salesforce. What…
How to Create a User in Salesforce
What is a User in Salesforce? In Salesforce, a user is anyone who is able to log in to Salesforce, or who has credentials to log in to Salesforce. Below,…
Reporting pt. 5: Joined Reports
In previous posts for this reporting series, we learned about Report Types and Formats, and three specific types of Report Formats – Tabular reports, Summary reports and Matrix reports. Today,…
Reporting pt. 4: Matrix Reports
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…
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…
