Category: report

Salesforce Optimizer – Spring 17 New Feature

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

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

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

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

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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