In the previous two Salesforce Report Permissions blog posts, we learned about Report Permissions and what abilities the various permissions grant to users. Today, we’ll continue to learn about report…
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Tag: salesforce reporting
How Salesforce Reports & Dashboards Make My Life Easy
Just imagine that your manager asked you about the percentage of opportunities that had been closed this year. And after hundreds of clicks, you get frustrated. Thankfully, Salesforce reports and…
Reporting pt. 10: Custom Reports
In previous posts for this reporting series, we learned about Report Types and Formats. But what if you need additional information on a report that isn’t provided by the standard…
Reporting pt. 9: Report Chart Types Continued
In the previous post for this reporting series, we learned about 4 out of the 8 Report Chart Types in Salesforce. In addition, we also learned how to select different…
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…
Reporting pt. 8: Report Chart Types
In the previous post for this reporting series, we learned how to add a chart to a report. Today, we’ll be learning about some of the different Salesforce Report Chart…
