Reports and dashboards tend to multiply quickly in every org. While there isn’t a limit to the number of reports an org can have, too may reports can cause confusion and create clutter for users. I know from experience that a good majority of reports are created for one-time use but never purged afterwards. Salesforce […]Read more "Don’t Be a Report Hoarder – Purge Already!"
Analytics is one of those areas of Salesforce that can scare some folks. It can be frustrating and even daunting to try and figure out how to create the types of reports and charts that stakeholders are looking for. I suppose that’s why Analytic themed tips and tricks are so sought after! If you have […]Read more "Power of One: The Most Brilliant Analytics Trick of All Time"
Dynamic dashboards are one of my favorite features released by Salesforce. They provide a very simple solution to a problem that every Salesforce Administrator faces: single, static running user per dashboard. For those organizations that had more than a few sales reps, this was a pain. If your company had thousands of sales reps, your […]Read more "Saving Time with Dynamic Dashboards"
A guest post by Jennifer Shier. While we sit on the beach watching many customers ride the salesforce.com Wave, let me hand you an umbrella and tell you how to achieve some of the same results using native Salesforce functionality. One roll-up field on any object can provide instant analytics only thought possible in the […]Read more "How 1 Roll-Up Summary Field Will Make You a Data Hero"
Custom report types in Salesforce are great. They let you build an array of relationships to see data in a variety of complex ways. But they also hold some secrets that most admins don’t know about. It wasn’t until I took the Advanced Administrator certification class that I learned the secret functionality of custom report […]Read more "The Hidden Functionality of Custom Report Types"