Reports
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Salesforce Summer ’24 – Matrix Reports
With the Salesforce Summer ’24 Release we can now summarise very complex data using Matrix Reports. Think of a Matrix Report as a simple Pivot…
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How To Subscribe To A Report In Salesforce
Subscribing to a Salesforce Report is a great way to get users to regularly engage with Salesforce, if they aren’t already. Subscribing to a Report…
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Salesforce Case Reporting – What Do All The ‘Show Me’ Options Mean?
Salesforce allows users to report on Cases in many useful ways. If you create a report that uses the Cases Report Type (see image below)…
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How To Add A Cross Filter To Salesforce Reports
Cross Filters are very useful for creating focused reports in Salesforce. Cross Filters allow Salesforce reporting based on primary-secondary object relationships. Plus Cross Filters allow…
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How To Mass Delete Records, Including Reports
Let’s imagine that you have trained your Salesforce user base to regularly create their own Salesforce reports. It’s great that they can now self-serve and…
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How To Create A Nested IF CONTAINS Formula
In Salesforce reports you can create a nested formula using IF and CONTAIN functions to search for different text with a field value, and then…
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How To Mass Delete Records, Including Reports
Let’s imagine that you have trained your Salesforce user base to regularly create their own Salesforce reports. It’s great that they can now self-serve and…
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How To Add A Cross Filter To Salesforce Reports
Cross Filters are very useful for creating focused reports in Salesforce. Cross Filters allow Salesforce reporting based on primary-secondary object relationships. Plus Cross Filters allow…