Support Ukraine 🇺🇦 Help Provide Humanitarian Aid to Ukraine.
For Administrators

Must Do - Trailhead: Reporting

1 min read
CloudAnswers photo
CloudAnswers
Share
TODO

Salesforce is a lot of things. You can store contacts, track products, manage automation, create complex reports, and then-some.

When you are just getting started, the set up can feel overwhelming and expensive. Even if you are teaching yourself after hours, you are spending a lot of time looking at features that you have survived without.

There is one feature you need to master before any other. It is not automated emailing; it's not validation rules of making a site. What you need now are accurate Reports. Insightful and timely, a report on team data gives you insight into your coworker's actions and your own. You can see who is covering which bases and who needs help.

Some companies need up-to-date pipeline reports for stockholders; others need metrics to help coach their sales people. There are many cases where summarizing your data will offer extra insight.

In Trailhead: Reporting you get a deep dive into the most prominent features. From reporting on related records to building dashboards, you practice using these tools to solve complicated problems.


CloudAnswers photo
CloudAnswers
Share

About CloudAnswers

Salesforce apps, powerful components, custom development, and consulting. Our experienced team helps you to create and modify workflow processes in salesforce.

Related Articles

For Administrators

Custom domains and free SSL on Force.com Sites

You are using a force.com site with a custom domain, but browsers are now preferring SSL (https) and users might even be warned if they visit your force.com site if it doesn’t use SSL. Built a custom domain and free SSL on Force.com - in this article we show you how

December 11, 2020

2 Min Read

For Administrators

How To Make Your Salesforce Reports Run Faster

Get some some known tips and tricks which can make your Salesforce reports run faster. Most reports load in a matter of seconds.

July 28, 2020

4 Min Read