Category: report

Salesforce Optimizer – Spring 17 New Feature

by | Feb 25, 2017 | , , , , | 2

Salesforce introduced the new feature in Spring’17 – Salesforce Optimizer. This is really a nice tool which will evaluate your implementation in terms of the Salesforce features you are using and then identifies the ways to improve the implementation.We all know that continuous improvement is very important, but in reality driving that continuous improvement sometimes becomes a challenging task. In my Salesforce experience, I faced the below problems when it comes to improvement -I know I need to do improvement, but where is the time? Where to start from?I really need trustworthy tools and guidance to help me driving the improvementI need to convince business in terms of the importance of improvement.I don’t want to go to bed every day with the worry that I may be missing something which might break my implementation tomorrow.That’s quite a lot!! But now with Salesforce Optimizer, I have the answer to all of my doubts, questions.Salesforce Optimizer is available in Classic and Lightning ExperienceProfessional, Enterprise, Performance, Unlimited and Developer EditionsSandbox and Production Environments.To access Salesforce Optimizer, you need below permissions -You can find the documentation here -Salesforce Optimizer DocumentationYou will find the Salesforce Optimizer under Setup | Monitor | Optimizer Once you click on the Optimizer, on the next page, you need to Launch Optimizer by clicking on the Launch button.Salesforce will generate the report and send the report to your email address.Once you will open...

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Book Review – “Salesforce Reporting and Dashboards” by Johan Yu

by | Aug 18, 2015 | , , , , , | 1

Recently I was reading the book – “Salesforce Reporting and Dashboards” by Johan Yu. Johan is a very familiar face within Salesforce community. You can always reach Johan @simplysfdc, Linkedin and last but not the least his blog SimpleSFDC. I am a big fan of his blog.The book – “Salesforce Reporting and Dashboards” contains a good selection of guides for solving reporting requirements. It started very well, I mean starting from very basic and then slowly moving towards more and more complex reporting requirements. When I started reading this book, I thought what makes this book different from Salesforce’s Trailhead session on reporting – Reports & Dashboards. And here is what I feel. When Trailhead session is good to make you comfortable with Salesforce’s Reporting concept, but still there are so many complex scenarios which you need to handle in your day to day work. And this book is definitely an answer to those complex scenarios. This book will make sure that you can call yourself a “Reporting and Dashboard Expert” once you have gone through the entire book. Yes you hear it correctly – It’s “Reporting and Dashboard Expert”.I have experienced some difficulties during my career as Salesforce Administrator/Developer to provide solutions to some of my client’s reporting requirements. So when I was going through this book, I realized this book contains some effective remedies to many common problems. The...

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“The Power of One” in Salesforce Formula Field

by | May 16, 2015 | , , , , , | 4

Most administrators think formula field is a way to do calculation in the pages such as finding out the final price after deduction, calculate date operation etc. But in Salesforce, formula field can be utilised to do more powerful stuffs. In today’s post, I will explain the “The Power of One” in Salesforce Formula Field.Business Case -Company “Universal Bank” is using Salesforce’s out of the box contact and activity standard object to track the each contact’s activities. Now a contact can have multiple activities. So the requirement is to run a report which will tell the total number of distinct contacts having some activities. Implementation -Now if you run a report, you will get something like this below -Now if you see the report is showing grand total as 12 as we have many contacts having more than one activities. But our requirement is to show total number of distinct contacts having some activities.And here comes “The Power of One”. This will help us to achieve our requirement. First we need to create a formula field in Contact object as shown below -Point to be noted – the value of the formula is field is 1 and that is why the name is “The Power of One”. Cool.Now add this field in the report and do Summarize by this field using Sum option. Picture is shown below.One done, save and run...

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Types of Chart for Dashboard in Salesforce

by | Jan 29, 2015 | , , , | 0

Salesforce reports are a great way to view and analyse data. If you’re new to Salesforce reports check out our Introduction to Salesforce Reports. Salesforce dashboards and charts are a helpful visual representation of your reports. Since dashboards and charts are much faster to look at and understand than reading a report they come in handy.TYPES OF SALESFORCE CHARTSThere are a few different ways that you can summarise data with Salesforce charts. Depending on the type of data you have there are a few different charts you can use.Vertical and Horizontal Bar Chart (Use horizontal bar chart to compare more groups than vertical)Line Chart (best for showing data over time)Pie / Donut Chart (Both are used to compare a group of data to the total. Donut Charts show the total in the middle)Funnel Chart (best for sales opportunities)Scatter Chart (Helps to visualise the correlation between values on a...

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Types of Report in Salesforce

by | Jan 29, 2015 | , , , | 1

In Salesforce, we have four different types of report. I will explain each of them below -Tabular Report – This is the most basic report. It displays just the row of records in a table like format with grand total. Tabular reports cannot be used for generating dashboards. Below is a screenshot of Tabular Report on Opportunity object.Summary Report – This is the most commonly type of report. It allows grouping of rows of data. It supports sorting and displaying subtotals. Summary Report can be used to create Dashboard. For example in the below report on Opportunity object, report is grouped by type as shown below -Matrix Report – This is the most complex report format. Matrix report summarize information in a grid format. Matrix Report can be used to create Dashboard. Matrix reports allows records to be grouped by both columns and rows. Below is one example -Joined Report – A Joined Report can have data from multiple standard or custom report types. A joined report can have five report blocks where you can add summary fields, apply sorting, filter. Below is one example of Joined Report (All Opportunity vs Open Opportunity) –  [Note – Please refer Salesforce’s documentation on Joined Report. There you will get more examples and also the limitations of Joined Report. Here is the link – Joined...

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Generative AI is a transformative technology that increases developer productivity, accelerates software application development, and reduces the barrier for anyone to learn programming. At this year’s TrailblazerDX, we announced Einstein for Developers – and now, Salesforce’s generative AI solution that unleashes developer productivity is officially in Open Beta. Built specifically for Salesforce languages and frameworks, Einstein for Developers is able to generate Apex code using natural language. Support for LWC is coming soon. In this blog, we will explore how to get started with Einstein for Apex development and how its potential can revolutionize your development process. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:34 - Enable Einstein for Developers 0:58 - Configure Visual Studio Code 1:54 - Demo 7:55 - My Opinion 8:08 - Conclusion 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx #salesforce #generativeai #einstein #visualstudio #artificialintelligence ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Welcome to the Winter ’24 Release! Salesforce Release is the process by which Salesforce updates its software platform to add new features, enhancements, and bug fixes. Salesforce releases typically occur three times a year, in spring, summer, and winter, and are named after the season in which they are released. In this video, I am going to share how you can transform collections of data between flow resources with the new Transform element in Flow Builder. I have a dedicated video where I have shown how to use this new element but in today's video, I am going to show you how to use this new element to transform and create multiple records within Salesforce Flow. Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:47 - Use Case Explanation 1:44 - Demo 8:55 - Conclusion 📌 Salesforce Winter 24 Release | Transform Your Data in Flows - https://youtu.be/d5V7bL6gnUc 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Welcome to the Winter ’24 Release! Salesforce Release is the process by which Salesforce updates its software platform to add new features, enhancements, and bug fixes. Salesforce releases typically occur three times a year, in spring, summer, and winter, and are named after the season in which they are released. In this video, I am going to share how you can perform HTTP POST, PUT, PATCH and DELETE call. POST call will provide me the record ID which I will be using in subsequent PUT, PATCH and DELETE calls to perform actions. Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:18 - Use Case/Scenario Explanation 2:25 - HTTP POST Call From Salesforce Flow 5:30 - HTTP PUT Call From Salesforce Flow 10:11 - HTTP PATCH Call From Salesforce Flow 13:33 - HTTP DELETE Call From Salesforce Flow 15:33 - Conclusion 📌 How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx 📌 Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Welcome to the Winter ’24 Release! Salesforce Release is the process by which Salesforce updates its software platform to add new features, enhancements, and bug fixes. Salesforce releases typically occur three times a year, in spring, summer, and winter, and are named after the season in which they are released. In this video, I am going to share how you can perform HTTP GET and POST Call from Salesforce Flow. If you can’t GET enough with HTTP Callout, now you can use the POST method to send Salesforce data to an external server in Flow Builder. This feature, now generally available, includes some changes since the Summer ’23 release. More easily integrate external data with the new PUT, PATCH, and DELETE methods. Give more context about HTTP callout parameters, validate JSON samples faster, and get more information about the external service registration with more organized sections of parameters. Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:24 - Open Source Rest API Endpoint 0:47 - Create Named Credentials, Principals, External Credentials 3:32 - Perform HTTP Get from Salesforce Flow 5:56 - Perform HTTP Post from Salesforce Flow 9:04 - Conclusion 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx 📌 Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
Welcome to the Winter ’24 Release! Salesforce Release is the process by which Salesforce updates its software platform to add new features, enhancements, and bug fixes. Salesforce releases typically occur three times a year, in spring, summer, and winter, and are named after the season in which they are released. In this video, I am going to share how you can build screen flows with Reactive Components. Reduce the number of screens that your users click through, and build screens that feel like single-page applications with reactive flow screen components. Configure supported standard components or custom Lightning web components to react to changes in other components on the same screen in real-time. For example, create a Data Table component that lists Opportunity records. On the same screen, add a Radio Buttons component, and set the default value of the component to the stage of the first Opportunity that the user selects. Previously, if you needed a component to react to changes in another component, you placed the components on separate screens. Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Salesforce Release Note - https://bit.ly/3OWnYe1 ▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬ 0:01 - Introduction 0:25 - Build Screen Flows with Reactive Global Variables 4:18 - Build Screen Flows with Reactive Selections 7:09 - Use More Formula Functions in Reactive Screens 10:18 - Reactive Components Update the First Time a Screen Loads 12:20 - Conclusion 📌 Salesforce Winter 24 Release Playlist - https://bit.ly/3P0bun0 📌 Salesforce Summer 23 Release Playlist - https://bit.ly/3Mw6rbx 📌 Display Custom Error Messages for Record Triggered Flows - https://bit.ly/3snudQv 📌 Salesforce Flow Playlist - https://bit.ly/3nIpTnT 📌 Rollback Records in Salesforce Flow - https://youtu.be/a0gfei_smaE 📌 New Admin Features of Salesforce Summer '23 Release - https://youtu.be/QETKVtNU_xo 📌 New Flow Features of Salesforce Summer '23 Release - https://youtu.be/ruD3mP5WRq8 📌 HTTP Post Call From Salesforce Flow - https://youtu.be/UCHQmkVq7yo 📌 Summer 23 Release | How To Add Named Credentials To Permission Set Using Principals - https://youtu.be/53q3I-bJobk 📌 External Services in Flow - HTTP Callout - https://youtu.be/n-vHAqr6KiI 📌 Salesforce Release Playlist - https://bit.ly/3r7F0cn 📌 How To Secure Apex Code With User Mode Database Operations - https://youtu.be/1agImQ1MWJs #salesforce #winter24release #flow #errormessage #screenflow #transformdata #mapdata ✨ Blog: https://www.sudipta-deb.in/ ✨ Subscribe for new videos on technology every week: https://bit.ly/3vCQKpg ✨Connect with me 📌 Twitter: https://twitter.com/thesudiptadeb 📌 Website: https://www.sudipta-deb.in/ 📌 LinkedIn: https://www.linkedin.com/in/sudiptadeb/ 📌 Facebook: https://www.facebook.com/TechnicalPotpourri Credit: Music I Use under the Mixkit License Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.
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