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Tag: salesforce reporting

17Nov
Salesforce Report Permissions pt. 3
By adminin Salesforce

Salesforce Report Permissions pt. 3

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…

Tag: permissions, Salesforce, Salesforce Administrator, salesforce reporting
27Oct
How Salesforce Reports & Dashboards Make My Life Easy
By Sachin Chaudharyin Salesforce

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…

Tag: data visualization, reports and dashboards, Salesforce, Salesforce Administrator, salesforce reporting
24Oct
Reporting pt. 10: Custom Reports
By adminin Salesforce

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…

Tag: custom reports, Reporting, Salesforce, Salesforce Administrator, salesforce reporting
12Oct
Reporting pt. 9: Report Chart Types Continued
By adminin Salesforce

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…

Tag: report charts, Reporting, Salesforce, Salesforce Administrator, salesforce reporting
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
11Oct
Reporting pt. 8: Report Chart Types
By adminin Salesforce

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…

Tag: report charts, Reporting, Salesforce, Salesforce Administrator, salesforce reporting

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