Tag: Analytics
#SalesforceSummer22 – Find the Best Report Type for New Reports
#1MinuteTip #SalesforceSummer22 Take the guesswork out of report type selection when creating a report. With the enhanced report type selector, quickly access recently used report ...
#SalesforceSummer22 – Edit Multiple Fields on the Report Run Page
#1MinuteTip #SalesforceSummer22 Now you can update statuses and clean up data without rerunning your reports. Save time while staying up to date by editing multiple ...
#SalesforceSummer22 – New Home for Reports & Dashboards – Analytics
#1MinuteTip #SalesforceSummer22 "Analytics" is now the new home base for Lightning reports and dashboards. This is where all your Salesforce analytics content is organized in ...
#SalesforceSummer22 – Limit No. of Rows in Tabular Report
#1MinuteTip #SalesforceSummer22 You can now limit the no. of rows in a tabular report. For example, to display the top 10 opportunities by Opportunity Amount, ...
#SalesforceSummer22 – Report Summary Functions Now Include Median
#1MinuteTip #SalesforceSummer22 Summary function in Salesforce report now includes "Median" also along with Sum, Average, Max & Min.
Salesforce Launches CRM Analytics
#1MinuteTip Salesforce has launched CRM Analytics (formerly known as Tableau CRM) which is an AI-based insights for Sales, Marketing and Service Teams.
How to Find Out the Reports that You are Subscribed to in Salesforce?
#1MinuteTip How to Find Out the Reports that You are Subscribed to in Salesforce? You can only subscribe to maximum 5 reports at time.
#SalesforceSpring22 – Analyze List Email Performance with Custom Reports
#1MinuteTip #SalesforceSpring22 You can now measure the performance of list emails by creating a custom report type and custom report
#SalesforceSpring22 – Enhanced Folder Sharing in Salesforce
#1MinuteTip #SalesforceSpring22 All orgs are now updated to enhanced folder sharing in Salesforce that brings consistent sharing concepts.