You’ve been using Salesforce for a while now and you want to see how you’re doing. Maybe you’d like to see your closing percentage on deals, won revenue on closed Opportunities, ROI on your marketing efforts, or close time on your Cases. Your administrators, developers, and consultants have probably built you some useful Reports, but what you need isn’t one of them. Why wait for them to build it for you when creating Reports in Salesforce is just a few clicks away!
To create a Report in Salesforce, start by going to the Reports tab. If one of your existing Reports is close to what you need, go there directly, or click New and choose a Report Type to get started with a new Report. Choose all the fields you want to report on and add them to the Report by either double clicking on the field name in the bar on the left, or dragging them onto the Report. Drag fields you want to use as filters to the white box straight above the sample Report and enter your filter criteria. Remember you can use simple syntax for date filters (ex.: LAST 30 DAYS). Group your report by fields by either clicking the down arrow next to a field name or dragging it into the grouping area in a Summary Report. The same down arrow will let you summarize your report data (ex.: sum of Amount, average Age). Add a Report Chart if you want and click Save and Run Report. Still sound confusing? Check out this post by Salesforce, watch the demo, and check out the useful links. You may also want to check out some of our old posts about Reports in Salesforce. Trust me, anyone, even you, can create Reports in Salesforce!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Salesforce is a powerful platform with nearly limitless possibilities. Drag and drop features and easy to use wizards bring tools to the everyday user with “clicks, not code”, while the Force.com platform empowers experienced developers to reach for the clouds and beyond. But highly regulated industries dealing in sensitive data have special needs to meet compliance, and enterprise level businesses have enhanced tracking requirements to ensure the tools they build are being used to their fullest potential, leaving many businesses searching for outdated systems or scraping by on the status quo of their old proprietary database. Salesforce Shield aims to shift that paradigm.
Salesforce Shield brings new control and insight to the platform. This recently announced native Salesforce feature offers enhanced event monitoring, field auditing, and platform encryption to bring your org to the next level. Event monitoring allows deeper insights into daily application usage, the new Field Audit Trail expands field history tracking to 60 fields per object and 10 years of auditing, and platform encryption gives tighter control over sensitive data while allowing access to crucial business automation tools. Read more about Salesforce Shield here and let us know what features are most exciting to you!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
If you’ve been using Salesforce for a while, you know the power of Dashboards is in their ability to turn piles of disjointed data into real, usable visuals. But sometimes you need more than graphs, charts, and lists to get the true 360° view or to motivate your team to succeed. When standard Dashboards fall short, what can you do? You need a solution that’s cheap, easy to implement, and easy to maintain.
Did you know that you can create a Visualforce page for use on a Salesforce Dashboard? That’s right, let that sink in. Visualforce, you know, HTML5, CSS, JavaScript, and all the power of Salesforce including Apex. Need something simple? Write up a basic flat page in HTML. When your needs grow, it’s ready to grow with you, and with the power of the full Force.com platform at your fingertips, the sky’s the limit. Here’s just one simple use case. And another one for fun. Now let your imagination run wild!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
If you caught the season 5 premier of Game of Thrones, you saw the incredible flashback that kicked off the episode (no spoilers or leaks here, so no worries). This epic scene gave viewers an insight into the background of one of the least understood characters and gave us a glimpse into why they are the way they are. Flashbacks are a fantastic narrative device that allow us to better understand the present by looking back into the past, and they’re not just for books and TV shows. A report showing historic data can be a window into the world of what makes your company tick, who keeps the pieces moving, and how you can improve your processes to increase revenue. Salesforce has a feature called Analytic Snapshots that opens this window with just a few clicks.
There are a few simple steps involved in generating an Analytic Snapshot in Salesforce. First decide on what historical data is important to you – maybe you want to know what Cases were open, who owned them, and their status and age, or maybe you need information on the stage of Opportunities, the Accounts, and amount. Create a new Report (your “Source Report”) with those fields and make a list of the fields you included – you’ll need this in a moment. Keep in mind there is a limit of 2,000 records in an Analytic Snapshot run, so choose your filters wisely. Next, create a custom object (the “Target Object”) with a clear name, make sure Reporting is allowed, and create a field for each column in your Report. Go to Setup -> Data Management -> Reporting Snapshots, choose your Source Report and Target Object and save. Map the columns to the fields and schedule your snapshot to run. Once you’ve done this, you can kick back, relax, and watch the video below to get some ideas of the awesome Reports and Dashboards you can create after the first run!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Last week, we shared with you some highlights from the Salesforce Spring ’15 release, and this week I’d like to focus on one of my favorite new features. If you live on the numbers, having the ability to schedule reports to come straight to your inbox every morning is a godsend. But with all the email we get every day, those scheduled reports are just one more tick in your overstuffed inbox, and since you’re getting them over and over again, you eventually just stop looking at them altogether. And that’s fine when things are in ship shape. But what happens when something changes? Will you even open the email? Will you notice there’s a problem that needs to be addressed or an exciting milestone to celebrate? Probably not…until now! Salesforce now lets you subscribe to Reports so you only get that email when there’s something important for you to see.
Subscribing to Reports is almost as easy as scheduling reports for future runs, and really takes them to the next level. First, click the new Subscribe button (if you don’t see it, talk to your administrator to get it turned on). Choose if you want to be notified every time your set conditions are met (like any time there are more than 20 new Cases or Leads) or only the first time the conditions are met (such as when your sales team has reached its annual goal – do I smell a pizza party?). Next, set the conditions to be met. Choose when the system should check those conditions – daily, weekly, or monthly. Select how you’d like to be notified – with a Salesforce1 notification, a Chatter post, an email notification, or even an Apex action (yeah, it’s that cool). Set it to Active, click Save, and sit back while only the important numbers come to you when you need them most! For more info, check out the release notes here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
