Salesforce Reports

24Nov

Dynamic Filters in Salesforce Reports

Revolutionizing Salesforce Reports with Winter ’25Have you explored the Dynamic Filters in reports introduced in the Winter ’25 release? Gone are the days of creating separate reports every time you need a slightly different view. With Dynamic Filters, you can modify your report filters on the fly—no more starting from scratch! ✅ Save Hours of time.✅ Get tailored insights instantly.✅ Perfect for those “I need this data, but sliced differently” moments in meetings. This feature supercharges your reports with unmatched flexibility and efficiency. It’s a game-changer for Salesforce teams, leaving many wondering, “Why didn’t we have this sooner?” Understanding Dynamic Reports in Salesforce Dynamic reports allow users to adjust filter criteria in real time while running the report, eliminating the need for fixed filter values. With filters like “current user,” “current month,” or “my opportunities,” these reports adapt based on who is running them or the context, providing more relevant insights. Key Features: How to Create Dynamic Reports in Salesforce Here’s how you can set up a dynamic report step by step: Dynamic Dashboards in Salesforce A dynamic dashboard displays data tailored to the specific user viewing it, unlike standard dashboards, which show static data for a specific user or report owner. Benefits of Dynamic Dashboards: How to Create a Dynamic Dashboard Conclusion Dynamic Filters and Dashboards in Salesforce are powerful tools to streamline reporting and boost efficiency. By eliminating the need for static reports and dashboards, they allow for real-time adjustments and personalized data views, making your analytics more actionable and user-friendly. Want to level up your Salesforce reporting game? Dive deeper into the guides for creating dashboards, advanced filters, and leveraging analytics to maximize your Salesforce potential. Whether you’re an admin or a sales leader, these tools will transform how you approach data insights. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

November 24, 2024in Data, Salesforce0 Comments

03Nov

Pardot User Deactivation

Deactivated Users & Record Ownership: When a Salesforce user is deactivated, the records they own may not be automatically transferred to a new active owner. Pardot syncs prospect records based on the Salesforce owner. If the owner is inactive, it can prevent prospects from syncing correctly or being included in dynamic lists in Pardot.

November 3, 2024in Salesforce Marketing Automation, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce User Questions

06Jul

Marketing Technologies and Trends

The pace of change in the marketing world has arguably never been faster than it speeds ahead today. Professionals across various fields, not just marketing, are feeling the impact of rapid technological advancements, shifts in the global economy, evolving consumer preferences, and a volatile job market. Marketing Technologies and Trends. To navigate these changes, marketers are relying on research and insights from industry experts. Salesforce’s latest “State of Marketing” report identifies key priorities for marketers, including unifying customer data across multiple sources, leveraging artificial intelligence with caution, achieving full personalization, and deepening customer relationships through strategies like account-based marketing and loyalty programs. However, while data has become integral to marketing practices, challenges persist in effectively utilizing it. Salesforce reports that only 31% of respondents are fully satisfied with their ability to unify customer data sources, and despite 57% having access to real-time data for campaigns, 59% still require IT assistance for effective execution. Artificial intelligence remains a central focus for marketers, despite its challenges. Predictive AI and generative AI are prominent applications, but the martech landscape continues to expand rapidly, with over 14,000 products now available—an overwhelming prospect for many marketers. Kristen Habacht, Chief Revenue Officer at Typeform, notes that marketers are increasingly fatigued by the constant influx of new technologies. She advocates for simplifying tech stacks and prioritizing integrated solutions to enhance efficiency and effectiveness. Focusing on cloud-based solutions that share a common platform and/or interface, such as Salesforce, can help. Looking ahead, shifts in SEO practices, particularly with the advent of Search Generative Experience (SGE), are reshaping content strategies. Joe Karasin of Karasin PPC observes a growing emphasis on improving product pages on e-commerce sites to enhance visibility in evolving search environments. Moreover, impending changes like Google’s postponement of third-party cookie deprecation are prompting marketers to adopt privacy-centric strategies sooner rather than later. Adapting to a cookieless future, according to Habacht, will be crucial for maintaining competitiveness. Innovations in AI are driving advancements in digital personalization, allowing marketers to tailor experiences more precisely. Gurdeep Dhillon of Contentstack anticipates that removing technological barriers will enable marketers to achieve the level of personalization previously unattainable. Subscription-based models are also gaining traction, offering companies recurring revenue streams and fostering customer loyalty through tiered loyalty programs. According to Cary Lawrence of Decile, customization based on first-party data can significantly enhance customer satisfaction and retention. Video content, especially short-form videos, continues to dominate marketing strategies, driven by platforms like TikTok and Instagram. Vitaly Gerko of Viqeo.tv underscores the effectiveness of short, impactful video clips in capturing audience attention and driving engagement. As technology increasingly shapes marketing practices, there’s a noticeable shift in the dynamic between marketing and IT departments. Sara Faatz of Progress highlights a trend where IT is assuming a more significant role in marketing technology management, facilitating data consolidation and operational efficiency. Amidst these technological advancements, Ben Guttmann of Baruch College advocates for a return to marketing fundamentals. He emphasizes the enduring importance of building strong brands, crafting compelling narratives, and focusing on clear messaging amid the uncertainty of evolving technologies. In essence, while technology drives rapid change in marketing, mastering fundamental principles and adopting streamlined, integrated solutions will be crucial for navigating the complex landscape ahead. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

July 6, 2024in Generative AI

21Jun

Salesforce’s Bold Predictions for Holiday 2024 Sales

Salesforce’s Predictions for the 2024 Holiday Shopping Season Salesforce’s Bold Predictions for Holiday 2024 Sales include that trade routes, artificial intelligence, pricing, and Chinese shopping applications will significantly influence the 2024 holiday shopping season. Here’s a breakdown of their insights: Changes in Holiday Shopping Experiences Salesforce, the software giant known for its e-commerce platform and cloud services, predicts a “challenging season” for both retailers and consumers. The company notes that shoppers have been delaying major purchases in hopes of finding discounts. As a result, retailers will need to adapt to changing consumer behaviors and economic pressures. Consumer Behavior and Economic Pressures Salesforce observes that consumers, resilient through four years of economic uncertainty, are finally feeling the impact of persistent inflation and supply chain issues. A significant 32% of global consumers have increasingly turned to alternative credit options like Buy Now, Pay Later (BNPL) this year. Holiday Shopping Timeline Salesforce defines the holiday shopping season as running from November 1 to December 31. In 2022, 76 of the top 2000 online merchants in North America, using Salesforce as their e-commerce platform, generated over $116.97 billion in combined online sales. Salesforce’s Bold Predictions for Holiday 2024 Sales 1. Dominance of Chinese Shopping Applications Salesforce predicts that Chinese shopping apps will dominate the holiday season. According to their research, 63% of Western consumers plan to shop from Chinese apps such as Cider, Shein, Temu, TikTok, and Aliexpress. The primary driver for this trend is competitive pricing. Salesforce expects these apps to account for 21% of sales outside China during the holiday season. 2. Impact of Middle-Mile Shipping Costs Middle- and last-mile shipping costs are projected to increase by $197 billion in 2024, a 97% rise from the previous year. Factors contributing to this include rising crude oil prices and geopolitical tensions affecting global shipping routes. Despite these challenges, Salesforce advises retailers not to pass shipping costs onto consumers, as free delivery significantly influences online purchasing decisions. 3. AI Adoption in Gift Searches Salesforce reports that AI influenced 17% of online purchases during the 2023 holiday season, generating 9 million in sales. In 2024, more consumers are expected to use AI for gift discovery. With Google’s integration of generative AI into its search tools, retailers can shift from keyword searches to natural language prompts, potentially tripling conversion rates compared to non-engaged site traffic. Conclusion Salesforce Marketing Cloud’s array of features, including automation, personalization, analytics, and collaboration, empower B2B marketers to streamline their efforts and achieve superior results. By leveraging these capabilities, businesses can elevate their marketing initiatives and drive significant outcomes during the 2024 holiday season. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

June 21, 2024in Generative AI, Salesforce Marketing Cloud

16Jun

Salesforce Native Explained

What Does Salesforce-Native Mean? SFDC-native refers to products that are built entirely within the Salesforce platform. These products do not require integration through the Salesforce API, as they are inherently part of Salesforce and designed specifically for its environment. Aren’t Most Salesforce Products Built Native? No, most products that claim to be SFDC-native are not fully native. Many are partially built within Salesforce or use Salesforce reports, but they still operate or were developed outside the Salesforce platform. This can be misleading since a product is only truly native if it is entirely built and operates within Salesforce. How Can I Tell if a Product is 100% Native? To determine if a product is 100% native, you can start by checking the Salesforce AppExchange. Additionally, you should ask your provider these questions: If the product is hosted or its data is stored on an external server and not within Salesforce, then it is not a native product. Why Should I Consider a 100% Native Product? Enhanced Security Since a native product doesn’t need to integrate with Salesforce, there’s no need to export data to external servers, which can be vulnerable. Everything remains within Salesforce, adhering to its already robust security settings. Accuracy and Speed A 100% native product ensures real-time data accuracy, eliminating concerns about syncing issues. You can always trust that the data you’re working with is current. Trust Products built within Salesforce follow Salesforce’s best practices and security policies. This ensures that you can trust these products as much as you trust Salesforce. Additionally, since they run on the same server as Salesforce, your product’s uptime is aligned with Salesforce’s uptime. Simplified Tech Stack and Alignment A native solution is easier to manage because it doesn’t require additional user log-ins or new skills to learn. When users log into Salesforce, they automatically access the native product’s features, reducing training needs and improving adoption rates. This also promotes better team alignment by providing a single source of truth, enhancing communication. SFDC-native means that a product is built entirely within Salesforce, using its core technologies and development environment. Native products are written for the platform and don’t need to be integrated using the Salesforce API. When an app is native to Salesforce, that means that an app is dedicated and committed to Salesforce. Non-native apps are more versatile in that they can typically integrate with a variety of different CRMs, but when you use a native Salesforce app, you work with a Salesforce expert. What does platform native mean? Native applications and platforms However, in the context of mobile web apps, the term native app means any application written to work on a specific device platform. The two main mobile OS platforms are Apple’s iOS and Google’s Android. Developers write native apps in the code used for the device and its OS. Non-SFDC Applications means a Web-based, mobile, offline or other software application functionality that is provided by You or a third party and interoperates with a Service, including, for example, an application that is developed by or for You, is listed on a Marketplace, is identified as Salesforce Labs or by a similar designation, or is an open source software product including e.g. the technologies commonly referred to as Non Profit Starter Pack (“NPSP”) and Higher Education Data Architecture (“HEDA”) and that are subject to the terms stated during the installation process and/or located on the landing page during their use. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

June 16, 2024in Salesforce

07Jun

Data Cloud Vector Database and Hyperforce

Salesforce World Tour Highlights: Data Cloud Vector Database and Hyperforce At the Salesforce World Tour on June 6, 2024, at the Excel Centre in east London, the focus was on advancements in the Data Cloud and Slack platforms. The event, sponsored by AWS, Cognizant, Deloitte, and PWC, showcased significant innovations, particularly for GenAI enthusiasts. Data Cloud Vector Database and Hyperforce. Vector Database in Data Cloud A key highlight was the announcement of the general availability of a Vector Database capability within the Data Cloud, integrated into the Einstein 1 Platform. This capability enhances Salesforce’s CRM platform, Customer 360, by combining structured and unstructured data about end-users. The Vector Database collects, ingests, and unifies data, allowing enterprises to deploy GenAI across all applications without needing to fine-tune an off-the-shelf large language model (LLM). Addressing Data Fragmentation Salesforce reports that approximately 80% of customer data is dispersed across various corporate departments in an unstructured format, trapped in PDFs, emails, chat conversations, and transcripts. The Vector Database unifies this fragmented data, creating a comprehensive profile of the customer journey. This unified approach not only improves customer engagement but also enhances organizational agility. By consolidating data from all corporate silos, companies can quickly and efficiently address issues such as product recalls and returns. Hyperforce: Enhancing Data Residency and Compliance During the keynote, Salesforce emphasized the importance of personalization in customer engagement and the benefits of deploying GenAI in customer-facing sectors. The event highlighted the need to overcome the fear and mistrust of GenAI and showcased how enterprises can enhance employee productivity through upskilling in GenAI technologies. One notable announcement was the general availability of Hyperforce, a solution designed to address data residency issues by integrating all Salesforce applications under the same compliance, security, privacy, and scalability standards. Built for the public cloud and composed of code rather than hardware, Hyperforce ensures safe delivery of applications worldwide, offering a common layer for deploying all application stacks and handling data compliance in a fragmented technology landscape. Salesforce AI Center The Salesforce AI Center was also introduced at the event. The first of its kind, located in the Blue Fin Building near Blackfriars, London, this center will support AI experts, Salesforce partners, and customers, facilitating training and upskilling programs. Set to open on June 18, 2024, the center aims to upskill 100,000 developers worldwide and is part of Salesforce’s $4 billion investment in the UK and Ireland. Industry Reactions and Future Prospects GlobalData senior analyst Beatriz Valle commented on Salesforce’s continued integration of GenAI across its portfolio, including platforms like Tableau, Einstein for analytics, and Slack for collaboration. According to Salesforce, the Data Cloud tool leverages all metadata in the Einstein 1 Platform, connecting unstructured and structured data, reducing the need for fine-tuning LLMs, and enhancing the accuracy of results delivered by Einstein Copilot, Salesforce’s conversational AI assistant. Vector databases, while not new, have gained prominence due to the GenAI revolution. They power the retrieval-augmented generation (RAG) technique, linking proprietary data with large language models like OpenAI’s GPT-4, enabling enterprises to generate more accurate results. Competitors such as Oracle, Amazon, Microsoft, and Google also offer vector databases, but Salesforce’s early investments in GenAI are proving fruitful with the launch of the Data Cloud Vector Database. Data Cloud Vector Database and Hyperforce Salesforce’s AI-powered integration solutions, highlighted during the World Tour, underscore the company’s commitment to advancing digital transformation. By leveraging GenAI and innovative tools like the Vector Database and Hyperforce, Salesforce is enabling enterprises to overcome the challenges of data fragmentation and compliance, paving the way for a more agile and competitive digital future. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

June 7, 2024in Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Data Cloud

25Mar

Case Study: Salesforce Nonprofit Success Pack Configuration Correction

A Community Foundation located in the Northwest United States supported by donors / members that provides philanthropic leadership in the Northwest through awarding of grants and sponsorships to nonprofit organizations, student scholarships, and the coordination of collaborative responses to the region’s complex needs had an improperly installed Salesforce Nonprofit Success Pack. Salesforce Nonprofit Success Pack Configuration Correction case study. Industry: Nonprofit Problem: Nonprofit client uses Salesforce NonProfit Success Pack to maintain member data and associated donation records, but the solution was originally configured incorrectly, resulting in: Implemented : Our solution? Tectonic performed analysis on the existing Salesforce NonProfit Success Pack solution and identified errors and made improvements. The following activities were performed during the project: Results: Salesforce offers customized solutions for the nonprofit and NGO industries, assisting companies in this field to provide outstanding donor and member experiences, optimize workflows, and spur expansion to further extend the reach of their good works. These solutions make use of the Salesforce Nonprofit Success Pack to improve communication, organize data, and provide a customized experience. Salesforce offers digital transformation technology for NGO, religious instutions and Nonprofit industries. If you are considering a Salesforce nonprofit implementation, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

March 25, 2024in Salesforce, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Success Stories

12Jan

Salesforce Forecasting with Reports and Dashboards

Maximizing Salesforce Forecasting: A Comprehensive Guide Over the years, user skepticism has surrounded Salesforce Forecasting, with some dismissing it as too basic or unnecessary within the Salesforce ecosystem. Addressing these concerns poses fundamental questions: Do you aspire to predict revenue? Are you committed to accelerating deal closures for your sales team? Do you actively utilize Salesforce to track opportunities? For those answering affirmatively and managing deals through opportunities, Salesforce Forecasting holds significant value. Let’s delve into the insight details. Building and Enabling: Embarking on your forecasting journey starts with a well-defined sales process, encompassing approved forecast categories, success guidelines, and probabilities. Assuming this foundation is in place, the next step is crafting dashboards and reports that empower your team to manage processes effectively and forecast revenue accurately. Review the current reports tracking opportunities in forecasts and model them in Salesforce. Subsequently, devise a plan to enable your teams by providing them access to dashboards and reports. This facilitates a streamlined pipeline and ensures managers have access to quality data. Salesforce Forecasting Consider the following forecasting learning objectives: Utilizing and Monitoring: The final stage involves consistent use of these resources by managers, ensuring readiness for 1-2-1s, forecasting meetings, and team performance discussions. Regular check-ins help identify areas requiring additional support and ensure ongoing alignment with business needs. Grouping reports under a suggested dashboard enhances configuration and Salesforce forecasting: Create Dashboard: Pipeline Health Report: Days in Stage: Report: Average Age of Deal by Sales Team Member: Create Dashboard: Sales Team Accountability Report: Closing in Next 14 Days With No Booked Meeting: Report: No Activity in the Last 14 Days: Report: Missing Opportunity Data: Report: AE Next Step Field Left Blank: Report: No Follow-Up Booked in Salesforce: Report: Number of Times the Close Dates Been Changed: Create Dashboard: Close Date Enforcement Report: Future Close Dates: Report: Close Date in the Past: While Salesforce Forecasting Dashboards and Reports are powerful tools, the key lies in encouraging active usage by the sales team. Collaborate with organizational leaders and revenue operations teams to convert data into actionable insights. Regularly engage with team meetings, address questions, and work individually with team members for valuable feedback. Always remain vigilant for potential “red flags” related to AI in testing. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

January 12, 2024in Salesforce Sales Cloud

11Dec

Case Study: Manufacturing-Salesforce Sales/Service/Experience/Marketing Clouds and Pardot

See how a well known, manufacturing giant that transforms how the world accesses their homes, communities, workplaces and businesses, standardized on the Salesforce platform. From the top of the funnel all the way through post sale and customer retention, Tectonic helped them realize the value in having nearly every interaction point, stem from Salesforce. As a trusted advisor, Tectonic remains closely aligned to help turn “vision” and “strategy” into a reality. Below are just some of the benefits gained across the various business functions. salesforce manufacturing sales service experience case study Sales Cloud * Better Account & Contact Management* Quip integration with Slack & Outlook providing superior collaboration* Improved reporting and analytics* 360-degree view of the customer Service Cloud * Reduced call handling time* Reduced case processing time * Reduced order entry time to simplify opening orders through integration with SAP* Improved reports and measures Experience Cloud * Reduced call volume through self help portals for B2B & B2C customers* Reduced chat volume via Chatbots* Improved agent routing after chat interaction* Mobile friendly UI Design Marketing Cloud * Automated communication tasks related to customer support cases* Improved upsell capabilities of support agents* Customized engagement reporting related to email sends triggered by case updates* Created custom journeys Pardot * Filtered B2B Prospect lists by engagement score* Cleaned up old Prospects & invalid email addresses* Coded lead generation forms* Connected custom objects & fields from CRM into Pardot Lightning Conversion * Separate lightning apps for separate teams so that they can see information relevant to them* Added capabilities of new Salesforce Lightning experience salesforce manufacturing sales service experience case study Tectonic Case Study Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

December 11, 2023in Salesforce, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Slack

29May

Flexpricer and Optional Salesforce Line Items

If sales users are wasting time with the standard product selector while adding line items on Quotes and Opportunities in Salesforce, but treating them as optional, use Flexpricer’s Optional Line Items interface instead. Flexpricer and Optional Salesforce Line Items let users designate any line item for an opportunity or quote as optional. Flexpricer Benefits Flexpricer and Optional Salesforce Line Items What are Optional Line Items and Why are They Useful? In Sales Cloud, adding products to a Quote or Opportunity using the basic interface can be time-consuming and limited. Sales Cloud doesn’t offer functionality to easily mark products as additional or alternate. Flexpricer enhances Sales Cloud with Optional Line Items for Opportunities and Quotes. Sales Users can: Create Accurate Quotes in Salesforce Without specialized tools, creating quotes with optional line items is challenging and prone to pricing errors. Flexpricer’s Optional Line Items provides: Optional Line Items as Alternates Using the standard product selector in Sales Cloud, users struggle with adding line items for products that can be swapped out with others. With Flexpricer, selecting line items as alternates for upsell or replacements is easy: Standard Sales Cloud Objects Flexpricer uses standard Sales Cloud objects. Your Optional Line Items aren’t locked in custom objects requiring additional licenses. Optional Line Items are commonly used by companies to present alternate or additional line items on Quotes in Salesforce without contributing to the total amount. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

May 29, 2023in Salesforce

08May

Case Study: Higher Education Software Provider-Higher Education Intelligence-Salesforce Sales/Service/Experience Clouds

Salesforce in a Higher Education Intelligence Solutions Company Leveraging Salesforce to Support Acquisition and High Organic Growth Industry: Educational Technology Sales Cloud Service Cloud Experience Cloud salesforce higher ed software provider A Higher Education Software Provider, formed via multiple acquisitions, services more than 1,700 higher education institutions with educational solutions for assessment and accreditation planning, learning outcome, ePortfolios, faculty activity reporting, course evaluation and institutional surveys, and curriculum and catalog management. Salesforce higher ed software provider. Salesforce Higher Ed Software Provider PROBLEM SOLUTION RESULT Like Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

May 8, 2023in Salesforce CPQ, Salesforce Experience Cloud, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories

04Nov

Joined Report in Salesforce

What is a joined report in Salesforce? A joined report in Salesforce consists of up to five report blocks , which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns. A joined report can contain data from multiple standard or custom report types. What is the drawback of joined reports in Salesforce? Salesforce Joined report limitations A joined report in Salesforce is a report that allows you to show data that shares a relationship with one or more objects. Joined reports are often used when objects are not in parent-child relationships, such as Accounts and Opportunities. Advantages of Using Joined Reports What report types can be converted into joined reports? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

November 4, 2021in Salesforce, Salesforce Optimization

22Apr

Summary Formulas and Row Level Formulas

Salesforce report formulas serve various purposes, from grouping records to performing calculations and comparing data. In the Salesforce Report Builder, you’ll encounter two distinct types of formulas: Summary Formulas and Row-Level Formulas. Although they may sound similar, they serve different functions. Summary Formulas operate across multiple records, displaying their results at the bottom of a column. Conversely, Row-Level Formulas pertain to a single record and display their results directly on the corresponding row. Let’s dip into examples of both Row-Level and Summary Formulas to understand their applications in Salesforce reports. Example 1: Total Opportunity Amount Suppose your boss requests a report showing the total Opportunity Amount broken down by Country. In this scenario, you wouldn’t require a Summary Formula field. Instead, simply select the Opportunity Amount field and check the SUM checkbox. If you include a grouping based on Country, the report will automatically generate a summary line. Example 2: Average Monthly Case Volume for a Specific Product Now, imagine the support team asks for a report indicating the monthly average of Cases for a specific Product over the past year. Here, you’d utilize a Summary Formula. Ensure the Product field is set as a ‘Group By Row’ field, then select Summary Formula from the Columns drop-down. Create the formula by dividing the Record Count by 12 (the number of months in a year), and assign a column name, such as “Monthly Avg Cases.” Example 3: Checking Field Value Matches For another scenario, let’s say you’re tasked with verifying that at the Case level, the Billing State matches the Shipping State of the associated Account. With Row-Level formulas, you can accomplish this without creating a new field. Add a Row-Level Formula from the Columns drop-down, then create an IF statement comparing the Billing State to the Shipping State, resulting in either 0 (not matching) or 1 (matching). It’s valuable to note some considerations regarding Row-Level formulas, such as the limitation of one Row-Level formula per report and a maximum of five referenced fields. Additionally, Row-Level formulas cannot be used for cross-filters or buckets. Refer to Salesforce documentation for more details on restrictions. In conclusion, understanding the distinction between Row-Level and Summary Formulas empowers you to leverage the appropriate formula type effectively in Salesforce reports, optimizing your data analysis and decision-making processes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

April 22, 2020in Salesforce, Salesforce Development Services, Salesforce Optimization

02Mar

Pardot Email Reporting

Engagement History reporting (Pardot Email Reporting) offers the opportunity to create Salesforce reports using Pardot marketing asset performance data. The following details a guide on creating a Pardot Email report within Salesforce, providing an overview of list emails and automated emails’ performance. A custom report type called “Engagement Metrics on Emails” is created in Salesforce under Setup. The report type’s primary object is Campaigns, categorized as Campaigns, and is deployed to be visible to users. The object relationships involve Campaigns (A) linked to List emails (B), ensuring each campaign record has at least one related email record. The default layouts are edited to specify which fields should be visible when creating a report. This includes selecting and setting default fields such as delivery rate, click to open ratio, and total hard bounces for emails. To build the Salesforce report, emails are grouped by campaign, revealing insights like email type (List or Automated) and enabling the addition of filters such as emails sent in the last quarter. Various metrics can be applied, like sum, average, minimum, or maximum, to analyze performance. Two use cases are: By leveraging Salesforce reports, users can create dynamic charts and dashboards to monitor and analyze email campaign performance effectively. It’s important to distinguish between campaign-level metrics (e.g., total emails delivered in a campaign) and email-level metrics (e.g., click-to-open ratio) when constructing reports to ensure the appropriate data is analyzed. Engagement History reporting enables comprehensive Pardot Email reporting within Salesforce, empowering users to explore various use cases to optimize email campaign performance effectively. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

March 2, 2020in Salesforce, Salesforce Marketing Cloud Account Engagement (Pardot)

21Oct

What is Advanced Reporting in Salesforce?

Cross Filters, Summary Formulas, and More: Advanced Reporting in Salesforce Salesforce comes with report types out-of-the-box for all standard objects and standard object relationships eg. “Contacts & Accounts” or “Opportunities with Products”. You can view a list of report types when creating a new report. For the custom objects we build, Salesforce also creates report types automatically. Salesforce Reporting is one of the most powerful features, used to give users many different views into their data, and for Admins to demonstrate the value Salesforce has upon the organization’s productivity. Building reports in the Lightning Report Builder, a drag and drop interface, is extremely effective – as a Salesforce Admin, you should have a solid idea of all the options available to you when reporting requirements come up. What are advanced reporting features in Salesforce? These are the tricks Salesforce power-users should know to ultimately create the reports users need – even with challenging data models – in the most efficient and scalable way (with minimal additional configuration). Let’s have a look at some of the more advanced reporting options that Salesforce offers. 1. Custom Report Types Salesforce provides out-of-the-box report types for standard objects and their relationships. When creating a new report, you can choose from a list of available report types. For custom objects, Salesforce automatically generates report types. These report types establish a “with” or “and” relationship based on whether the two objects have a Lookup or Master-detail relationship. Custom Report Types become essential when you need to report on: To create a custom report type: Bonus: You can now automatically add fields to Custom Report Types without manually adding them to each report type. 2. Cross Filters (Exception Reports) When filtering reports, Cross Filters help identify records with or without related records, creating exception reports. They are added like regular filters, using the format: “Show me — [primary object] — with/without — [related object].” Example: “Show me — Contacts — without — Campaign History.” Enhance Cross Filters with additional sub-filters to narrow down related records further. For instance, “Show me — Contacts — without — Activities — with status: ‘open’” will generate a report of contacts with no open activities. Salesforce Admins can master Cross Filters to avoid unnecessary creation of custom report types or rollup fields. 3. Summary Formulas Summary Formulas handle complex calculations at all summary levels, acting like fields once created. In Salesforce Lightning, they are referred to as Summary Formula Columns. To use them: Summary Formulas offer powerful capabilities for in-depth calculations. 4. Row-level Formulas Row-Level Formulas, distinct from Summary Formulas, are applied to single records and displayed on the row itself. An example is checking if two fields on the same record have the same value. 5. Reporting Snapshots Reporting Snapshots capture a snapshot of Salesforce records, freezing data for future reference. Commonly used for tracking Opportunity Pipeline Change over time. 6. Historical Trend Reporting Historical Trend Reporting glances back at historical field values on a specific date. Limited to certain objects and fields, it provides a targeted view of historical data changes. 7. Field-to-field Filters These filters allow the comparison of values in different fields on a Salesforce report, refining report filter criteria. 8. Stacked Summaries Stacked Summaries summarize extensive data for quick review and comparison, activated when adding fields to both rows and columns. 9. Joined Reports Joined Reports combine two reports with different report types into a single view, offering a holistic data view. 10. Report URL Hack Report URL Hacking is a technique to set filter values via URL parameters, supported in Lightning Experience. It allows dynamic filtering without the need for multiple reports, enhancing user experience. This URL hacking can be used to launch specific reports with predefined filters, adding efficiency to report navigation. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

October 21, 2017in Google Analytics

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Pardot Email Reporting

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