Maybe it’s a custom object that you created but you can’t figure out how to create a report on it. Or maybe you want a report that shows you related objects but you can’t find the right one in that long list of built-in reports. Either way, it can be incredibly useful to learn the […]
You created a great report… but then the next week or month you ended up recreating it again. You are in a rush for your board meeting and forgot that you created it, or forgot where you saved it. We’ve all been there. That’s why Salesforce has the option to subscribe to a report. What […]
If you are new to Salesforce, the reports can be a bit overwhelming. ESPECIALLY if you are used to working with spreadsheets. Often you have either too little data showing up in your reports, too much data showing up, or sometimes – the wrong data entirely showing up. The video below is designed to guide you through the absolute basics of creating a report.