Salesforce Reports Archives - gettectonic.com
dynamic filters in 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

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November 24, 2024in Data, Salesforce
Salesforce's Bold Predictions for Holiday 2024 Sales
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 6.97 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

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June 21, 2024in Generative AI, Salesforce Marketing Cloud
Salesforce Native Explained
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

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June 16, 2024in Salesforce
Data Cloud Vector Database and Hyperforce
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

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

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March 25, 2024in Salesforce, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Success Stories
Salesforce Field Service
01Jul

Understanding Salesforce Field Service

Salesforce Field Service is an expansive addition to Salesforce Service Cloud, offering a 360 degree perspective on workforce management, especially in scenarios where services extend beyond the office or work site into the field. This typically involves mobile employees such as service technicians, alongside service agents, dispatchers, and service managers. Let’s dive into the nuances of Salesforce Field Service, addressing key aspects like its definition, user roles, reporting, scheduling, optimization, and more. Salesforce Field Service is also a popular tool in public sector solutioning. Understanding Salesforce Field Service will help to decide if it is right for your service teams. Understanding Salesforce Field Service: Salesforce Field Service, formerly known as Field Service Lightning (FSL), is an extension of Service Cloud designed to provide a comprehensive workforce management view. It seamlessly manages services delivered in the field, such as a electrical installer arriving to fulfill a customer’s order. Field Service Lightning evolves with each Salesforce release, continually enhancing functionality. Salesforce Field Service enhances customer engagement with real-time personalization, optimization of field teams with a scheduling engine, and access to offline data. Components of Salesforce Field Service: Field Service comprises various components, including Service Appointments, Salesforce Service Cloud integration, Territory and Scheduling functionalities, the Field Service Dispatcher Console, and the Field Service Mobile App for Android and iOS with offline capabilities. A detailed data model diagram illustrates the relationship between Service Cloud and Field Service. Users of Salesforce Field Service: Salesforce Field Service is particularly valuable for organizations with mobile field technicians supporting customers. It excels in scenarios with intricate service delivery involving multiple individuals like dispatchers, field technicians, service agents, and service managers. Each user persona interacts with Salesforce Field Service in distinct ways, utilizing tools like the Dispatcher Console or Field Service Mobile App tailored to their roles. Use Cases for Salesforce Field Service: Field Service proves beneficial in diverse service scenarios, including repairs, maintenance, sales visits, and healthcare care visits. It facilitates efficient coordination among dispatchers, field technicians, service agents, and service managers, streamlining processes and enhancing customer satisfaction. Key Terms in Salesforce Field Service: Understanding key terms such as Work Orders, Service Appointments, Contracts, Entitlements, Work Types, Service Territories, Operating Hours, Resources, and Scheduling Policies is essential. These terms collectively form the foundation of Salesforce Field Service’s robust data model and optimized usability. Scheduling and Optimization: Scheduling in Salesforce Field Service is managed through the Dispatcher Console, empowering dispatchers to make informed decisions. Various methods, from manual to fully automated, enable the creation of service appointments, optimizing resource allocation and ensuring efficient service delivery. Forecasting and Planning: Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. Refine scheduling policies, get an instant view of optimization results, and KPI changes. Asset Service Management: Move from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, age, and specific criteria. Service Territory Design: Service Territories, categorized as Primary, Secondary, and Relocation Territories, define where teams can perform work. Well-defined territories are crucial for efficient dispatcher satisfaction, requiring thoughtful initial design and ongoing maintenance. Field Service Mobile App: The Salesforce Field Service Mobile app is essential for on-the-move workforces, offering technicians essential information to optimize job execution. Offline capabilities ensure uninterrupted work, and the Visual Remote Assistant feature enables two-way video and audio communication between agents, technicians, and customers. Slack for Field Service: Empower your mobile workforce with seamless connectivity and timely assistance whenever it is needed. Mobilize for service appoints and tap into the expertise of colleagues throughout the organization with the user-friendly Slack interface. Reporting in Salesforce Field Service: Monitoring service efficiency and success involves leveraging Salesforce reports, list views, and other platform analytics. Work Order List Views and Field Service Report Types provide insights into service call-outs and overall performance. Enabling Field Service Lightning: Setting up Salesforce Field Service involves installing it as a Managed Package, assigning licenses to users, and configuring standard objects like Products, Assets, Service Contracts, and Entitlements. Creating records for Service Territories, Service Resources, and Operating Hours establishes the framework for the service model. Field Service Deployments: Deployments in Salesforce Field Service can be time-consuming due to its reliance on object data. Considerations for complex relational data movement between environments and potential risks, such as resistance to automation, require careful attention. Tectonic, as a Salesforce Consulting Partner, can assist your company in deploying Salesforce Field Service. Salesforce Field Service projects, while intricate, can be highly valuable when executed correctly providing a large ROI. Adequate planning, phased implementations, and a long-term perspective contribute to the success of organizations leveraging the capabilities of Salesforce Field Service. If you are looking for a more robust solution, consider Field Service Plus combining dispatch and technician functionality along with Service Cloud and Sales Cloud. Tectonic looks forward to helping your field service team utilize this Salesforce tool. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. 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

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July 1, 2023in Data, Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Service Cloud
Flexpricer and Optional Salesforce Line Items
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

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May 29, 2023in Salesforce
Salesforce Success Story
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

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May 8, 2023in Salesforce CPQ, Salesforce Experience Cloud, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Success Story
18Feb

Case Study: Salesforce Innovation for Hospitality

Major hospitality management firm, moves to the cloud and adopts Google Cloud and Salesforce to improve operational insights and decision-making. Tectonic assisted them to move to the cloud and obtatin quicker, actionable insights with business intelligence. Salesforce Innovation for Hospitality.

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February 18, 2023in Google Analytics, Salesforce, Salesforce Development Services, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Optimization, Salesforce Success Stories
better data better forecast
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

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November 4, 2021in Salesforce, Salesforce Optimization
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