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By: Tag: Reports + Dashboards

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The admin Learn Moar Trailhead Community badge next to text that says, "#4 Analytics Enhancements."

Analytics Enhancements | Learn MOAR Summer ’23

The Summer ’23 release has a lot of great analytics enhancements specifically designed for admins, from the new Analytics tab to posting dashboards to Slack to sharing Tableau visualizations in Salesforce. Read this blog post for the highlights. Then complete the Learn MOAR Summer ’23 for Admins trailmix to earn a special community badge. Visit […]

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Greenery and a blue sky below a headline that says, How to Optimize License Utilization."

How to Optimize License Utilization

We know that one of your main responsibilities as a Salesforce Admin is to manage users and drive adoption. One important adoption metric is license utilization, which generally indicates whether users are using the available licenses. You can calculate license utilization as follows: License Utilization = # Used Licenses / # Available Licenses Here, we […]

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Computer monitor displaying a Sales Team Dream Dashboard.

Create a Dream Dashboard for Your Sales Team

Reports and dashboards are one of the go-to tools admins can use to make data actionable. I’ve heard countless stories from admins about how they built a dashboard, showed leadership, and got a “This is amazing!” response. Admins have shown me reports and dashboards to track all sorts of key performance indicators (KPIs) that have […]

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Jessie Whitney in a Trailblazer hoodie next to text that says "Deliver Business Insights."

How I Solved It: Deliver Business Insights

In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Jessie Whitney solves a performance tracking problem using a formula field, reports, and dashboards. Learn how he approached building his solution and his tips for developing admin skills. The problem The business I was working with had all the data (so much data!), but […]

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Season 2 "How I Solved It" Trailblazers

How I Solved It Season 2 Is Coming Soon to Salesforce+!

Cue the confetti—we’ve got a BIG announcement for our #AwesomeAdmin community! We are very excited to announce the launch of Season 2 of the popular Salesforce+ series, “How I Solved It”! Hosted by Principal Admin Evangelist Gillian Bruce, this series explores how Salesforce Admins solve business problems using automation, data, and design tools. In each […]

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Jennifer Lee and Dee Ervin in How I Solved It

How I Solved It: Close the Gaps in Activity Tracking

Welcome to another post in the “How I Solved It” series. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Dee Ervin closed […]

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Cloudy standing next to text that says, "How Salesforce Uses Junction Objects to Enrich Reporting."

How Salesforce Uses Junction Objects to Enrich Reporting

Did you know the Admin Relations team uses Salesforce to manage our content publication process? We publish many different kinds of content including blogs, videos, marketing campaigns, YouTube Live episodes, Twitter Spaces, and the occasional trail. We also publish on a lot of different topics like Tableau, Sales Cloud, essential habits for Salesforce Admins, Release […]

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Jennifer Lee and Cassie Supilowski in a new "How I Solved It' episode.

How I Solved It: Monitor Unwanted Changes to Reports

Welcome to another post in the “How I Solved It” series. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Let’s take a look at […]

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Image of Stephen Brown next to text that says, "Skills for Success: Data Management."

Flex Your Data Management Skills as a Salesforce Admin

If you’ve tuned into any podcast or blog post on data recently, chances are you’ve heard data referred to in lofty terms. “The oil of the 21st century” and “the lifeblood of any business” are some that come to mind for me. What is definitely true, in the context of your Salesforce environment, is that […]

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