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12Oct
List Views and Filters in Salesforce
By Ashish Sharmain Salesforce

List Views and Filters in Salesforce

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…

Tag: follow along, list views, Salesforce, salesforce reporting
27Sep
Reporting pt. 6: Bucket Fields
By adminin Salesforce

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…

Tag: bucket fields, follow along, Reporting, Salesforce, salesforce reporting
27Sep
How to Create a User in Salesforce
By Ashish Sharmain Salesforce

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,…

Tag: follow along, Salesforce, Salesforce Administrator
21Sep
Reporting pt. 5: Joined Reports
By adminin Salesforce

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,…

Tag: follow along, joined reports, Salesforce, salesforce reporting
15Sep
Reporting pt. 4: Matrix Reports
By adminin Salesforce

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…

Tag: follow along, matrix reports, Salesforce, salesforce reporting
09Sep
Reporting pt. 3: Summary Reports
By adminin Salesforce

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…

Tag: follow along, Salesforce, salesforce reporting, summary reports

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