Analytics

The Lightning Report Builder is powerful, and there is so much functionality available to you and your users. Let’s review the Lightning Report Builder interface in detail to uncover some of those hidden gems 💎 ! We’ll use a sample Opportunity Pipeline report as an example to walk through and highlight some of the useful […]

A lot of things change quickly in our business-meets-virtual world, and it’s important that we, as admins, check in to make sure that Salesforce continues to meet the needs of our organizations. Processes shift online every day, and the usual ways of doing things change to better serve our customers. As a result, there are […]

We all know that a CRM is only as good as the data it holds. However, getting that data into a format that is easily accessible and discernable is not always easy. Having a solid understanding of the numerous reporting features and best practices that are available to us is an important part of any […]