This article will go through the steps required to make a new Report in Salesforce. The steps can be followed in order, or you can skip ahead to the specific steps or actions that you need help with. Screenshots with annotation have been provided to give you visual cues along with the written instructions. Creating … Read more
In Salesforce, an “org” refers to a specific instance of the Salesforce platform that is used by an organization. An org is a unique environment that is used to manage an organization’s data, processes, and workflows. RELATED RESOURCE: How To Customize The Look And Feel of Salesforce There are several types of orgs in Salesforce, … Read more
Salesforce dashboards are a powerful tool that allows you to visualize and analyze your data in real time. With Salesforce Dashboards, you can easily track your business performance, identify trends, and make data-driven decisions. Understanding Salesforce dashboards is key to unlocking their full potential. Salesforce dashboards are made up of components such as charts, tables, … Read more
Salesforce reports are a powerful Salesforce tool that provides valuable insights into your organization’s data. Salesforce Reports allow you to create customizable lists of filtered records that can be used to analyze and visualize your data in a variety of ways. Whether you’re a sales manager looking to track your team’s progress a marketing analyst … Read more
There are multiple different Salesforce Dashboard Chart Component types you can utilize in a Salesforce Dashboard to visualize data in different ways. In this article I’ll cover each component, how they display data, and what they look like. With many of these chart types, you can layer multiple data points on the X and Y … Read more
Freezing a Salesforce user’s access means that the user cannot log in to your organization’s Salesforce account. Though they still have a license attached to their profile, and they have not been deactivated, they will be ‘locked out’ of Salesforce, until you ‘Unfreeze’ them. Why Would I Want Or Need to Freeze a Salesforce User’s … Read more
By default, Salesforce creates report types for the standard Salesforce objects, which give you a range of reports with preset fields, filters, and object combinations. However, if you create Custom objects in your Salesforce Org and want to report on those, you will need to create corresponding report types. Custom report types can also be … Read more
If you spend a lot of time managing users in your Salesforce Org, then you might want to invest a small amount of time in creating some custom Salesforce user list views to help you quickly find the users, or users that you need to administer. Custom user list views are really useful if your … Read more
Proactively deactivating users in Salesforce who no longer need access to the system is an important aspect of Salesforce user management because of its impact on data security and access control. Whether someone has left your organization, changed roles in your organization, or even taken extended leave – it is important to continually monitor your … Read more
Unfortunately, it is no longer possible to download the SalesforceA App, as it has been discontinued by Salesforce. The SalesforceA app was very popular with many Salesforce Administrators as it made it very quick and easy to perform some of the main administrative tasks on your mobile device. But, as of June 2022, SalesforceA has … Read more