Opportunity history reports: a simple, out of the box function, that can do quite a bit when it comes to tracking your data. Opportunity History Reports allow users to view how an Opportunity has changed over time, and by adding a few additional formula fields, can help make the report more robust and flexible. Add a few formula fields and you can easily access data, such as the current Stage, Amount, Probability %, Close Date, and Forecast Category.
Alternatively, if you aren’t interested in complicating your Opportunity pages, but still want these great features, just give the Users/Profiles Read access to the Data in the fields. Easy as pie!
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 are in need of an easy-to-use process for gathering information from the visitors to your company’s website’s visitor, by way of a custom object, this app is perfect for you. Using this app, you will be able to quickly create code and collect the information from visitors. The data gathered will be imported directly into Salesforce, where you can expand leads, create reports for your team and more!
Web To Any is an application that allows you to capture any objects information from the company’s website visitors and helps you to automatically generate new records in Salesforce.com.
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.
A small change in this week’s posting, instead of the usual write up on a single app, we are giving you the goods on two small but powerful Salesforce plugins, built by the same developer, WalkMe.
Super Search
Super Search is a powerful search-bar plugin for Salesforce. You can view instant results for any field within your Salesforce records, directly from the search-bar. A quick and easy install yields huge benefits and can supercharge your work-flow. The search bar can sort through just about anything you can think of, standard objects, custom objects, fields, reports and more!
Super Edit is a productivity boosting, time saving plugin that gives users the ability to edit reports inline. That’s right, virtually any field or any record of any report will be made instantly editable for you and your team. This plugin for Salesforce has been hugely popular, and is highly rated.
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.
Are there reports that you need to see on a daily/weekly/monthly basis? Does running end of month reports take up too much time? Are you on a tight budget and don’t want to pay for licenses for members of your team that only need to see metrics? Scheduling reports is a great tool, but a Salesforce license is required to be included in the delivery. With a Chatter Free User license, you can have business metrics automatically delivered free of charge.
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.
Dynamic Reports in Salesforce are one of our favorite cool tools. With some simple URL hacking, you’ve got a powerful, custom Report based on filtered data ready at the click of a button. But some things can throw off your URL hacking and break your custom Reports. Commas are especially annoying, since they show up in a number of different places and mess with all of your hard work. Not to fear, there’s a simple solution.
If you need to use a text field which contains commas as a filter in a Dynamic Report link, all you need is a tiny update to your URL hack. If you wrap that field in quotes, Salesforce understands and knows what to do from there. But don’t just throw in quotes – they can cause their own problems in the URL. Instead, add the URL code %22, which will be translated as double quotes. As an example, if you were using ?pv0={!Account.Name}, now you’ll have ?pv0=%22{!Account.Name}%22. That simple! To brush up on your Dynamic Reporting skills, don’t forget to review our guide. And good luck with your next cool Report!
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.
