Group Opportunities by Steps Range in Salesforce Report
3K views · Jun 22, 2022 infallibletechie.com
Bucket Column can be used to group Opportunities between Step 1 through Step 3 and Step 4 through Step 5 in Salesforce Report.
How to check Cumulative Count in Salesforce Report?
23K views · Sep 23, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/07/how-to-check-cumulative-count-in-salesforce-report.html
Create a Joined Report in Salesforce Lightning Experience
1K views · Oct 26, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/08/how-to-create-a-joined-report-in-salesforce-lightning.html
Find each agent accepted Salesforce Omni Channel Work Items
4K views · Jan 20, 2023 infallibletechie.com
Accept Date(AcceptDateTime) on Agent Work is populated when the agent accepts the Work Item(Case, Chat, Messaging Session, etc.) via Omni-Channel Widget. So, we can use this field to to find each agent accepted Salesforce Omni-Channel Work Items per day. Blog Post: https://www.infallibletechie.com/2023/01/how-to-find-each-agent-accepted-salesforce-omni-channel-work-items-per-day.html
Salesforce Percentage Calculation in Report
111K views · Jul 30, 2023 infallibletechie.com
We can make use of Summary Formula in Salesforce Reports for Percentage Calculation. Blog Post: https://www.infallibletechie.com/2023/07/salesforce-percentage-calculation-in-report.html
Salesforce Report on Converted Leads grouped by Month
949 views · Aug 12, 2023 infallibletechie.com
Salesforce Lead Report grouped by Converted Date's Month can be used to Report on Converted Leads grouped by Month. Blog Post: https://www.infallibletechie.com/2023/05/salesforce-report-on-converted-leads-grouped-by-month.html
Password Expiration Date for users in Salesforce
8K views · Sep 2, 2023 infallibletechie.com
Password Expiration Date is available on the standard Users report type to find the Password Expiration Date for users in Salesforce. So, using the standard Users report type, we can develop a report to find or check the Password Expiration Date for users in Salesforce. Blog Post: https://www.infallibletechie.com/2018/11/how-to-find-password-expiration-date.html
Salesforce Users Mobile Device Login History Report
1K views · Sep 27, 2023 infallibletechie.com
To Report on Salesforce Users Mobile Device Login History, create a Report on Users Standard Report Type. Use the Filter on the Report with Login Subtype as 'OAuth User-Agent for Hybrid Apps'. Blog Post: https://www.infallibletechie.com/2023/08/salesforce-users-mobile-device-login-history-report.html
Salesforce Omni Channel Agent Presence Status Report
11K views · Sep 28, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/03/salesforce-omni-channel-agent-presence.html
DateTime difference in Salesforce Report Formula
2K views · Oct 23, 2023 infallibletechie.com
To find the Date Time difference in Salesforce Report Formula, use the DATEVALUE(). Blog Post: https://www.infallibletechie.com/2023/10/datetime-difference-in-salesforce-report-formula.html
Track Salesforce Chat Transfers
933 views · Nov 4, 2023 infallibletechie.com
When the Chat is transferred in Salesforce, Agent Work record is created. So, we can use the Agent Work Object/Entity to track Salesforce Chat Transfers. Blog Post: https://www.infallibletechie.com/2023/10/track-salesforce-chat-transfers.html
Date Time with Seconds in Salesforce Report
6K views · Nov 17, 2023 infallibletechie.com
For Date Time with Seconds in Salesforce Report, we can create a Row-Level Formula Column. Blog Post: https://www.infallibletechie.com/2023/09/date-time-with-seconds-in-salesforce-report.html
Salesforce Users Login on Mobile Devices
2K views · Nov 23, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2023/08/quick-guide-salesforce-users-login-on-mobile-devices.html
Check Salesforce Reports and Dashboards Subscriptions for an...
34K views · Dec 8, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/11/check-salesforce-reports-and-dashboards-subscriptions-for-an-user.html
Calculate Agent total spent time on Chat in Salesforce
5K views · Jan 23, 2024 infallibletechie.com
Report on Agent Work object/entity can be used to calculate Agent total spent time on Chat in Salesforce. Blog Post: https://www.infallibletechie.com/2021/06/how-to-calculate-agent-total-spent-time.html
Salesforce Report on Knowledge Articles with Topics
1K views · Apr 28, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/01/salesforce-report-on-knowledge-articles-with-topics.html
Lookup Field Filter in Salesforce Dashboard
370 views · Aug 23, 2024 infallibletechie.com
Lookup field is supported in Salesforce Dashboard Filter. When you use Lookup field in the Salesforce Dashboard filter, use the record name instead of Id to filter the records. Blog Post: https://www.infallibletechie.com/2024/08/lookup-field-filter-in-salesforce-dashboard.html