Salesforce Reports

Access useful articles, whitepapiers, how-to, guides, best practices and more on this blog. Have a nice reading

For Everyone

Salesforce custom report types - what are they, when are they useful

Reporting on your Customer Relationship Management (CRM) data can give you real-time data-driven insights into your business

September 18, 2021

5 Min Read

For Everyone

How to get Salesforce data into CSV or Excel files

Salesforce is a customizable multipurpose CRM platform that millions of users use to handle complicated company operations, improve sales, customer care, marketing, etc.

July 24, 2021

5 Min Read

For Everyone

Salesforce reports can help your business

A Salesforce report is a document that contains organized data from Salesforce. Salesforce has several options for formatting tabular data within the report. Reports can include charts, graphs that summarize the report data.

April 14, 2021

6 Min Read

For Everyone

Top reasons Why you should use Salesforce for your business?

Salesforce for business is cloud-based CRM software, with standalone applications for sales, customer service, and marketing.

February 18, 2021

5 Min Read

For Developers

Run Salesforce Reports in Apex

How to describe Salesforce reports in Apex? How to change report filter values through Apex? How to run reports to get data in Apex? Meet the answers in our article

November 24, 2020

3 Min Read

For Everyone

7 Popular Reporting Apps for Salesforce

Since always proper reports have been a regular source of confusion among sales and marketing reps for as long as the customer relationship management software has been in praxis. Many teams who use the software to track their sales opportunities and activities have ranted about the numerous difficulties in producing reports from their Salesforce sales and marketing data. Let us introduce you the most popular Salesforce reporting apps.

October 27, 2020

8 Min Read

For Everyone

Salesforce - Reporting Tips and Best Practices

Reports are needed to understand the data you have in Salesforce or any other CRM. But how the report should be built might be challenging.

August 25, 2020

5 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