The do’s and don’ts of Salesforce product ownership
I’ve been working in the CRM and related domains in the Financial Services sector for close on two decades. I spent most […]
ParentGroupVal vs PrevGroupVal
In Salesforce.com Reporting, PARENTGROUPVAL and PREVGROUPVAL are functions used in custom summary formulas within reports to calculate and compare summary values based on grouping levels. These functions are particularly useful in matrix and summary reports, where data is grouped and summarized by different dimensions.
Salesforce Report Exports
If your report has less than 100 000 records then change the Export View Details Only export option to .xlsx. This will […]
Salesforce Report Formulas
Useful formulas. Using PREVGROUPVAL: Formula for period-to-period percentage change. Use a date grouping, such as created date (group by week, month, etc. […]
Dashboards & Reports Quick notes
Quick notes on Salesforce dashboards and reports Dashboards can have up to three (five in certain editions such as Unlimited and Performance) […]
Activity scoring using row-level report formulas
There are times when you want to assign a score to an activity, such as an event, based on the activity type. […]
Salesforce Customer Data Platform (CDP)
Salesforce Customer Data Platform (CDP) is a product offered by Salesforce that allows businesses to collect, unify, and activate customer data from […]
Building a Joined report
In Salesforce, a joined report allows you to combine data from multiple objects and display it in a single report. Here are […]
Using a formula to assign points to different meeting types
In Salesforce, you can use a formula field to assign points based on the type of meeting. Here is an example formula […]
Using ParentGroupVal in Salesforce reporting formulas
The ParentGroupVal function is used in Salesforce reports to group the values of a field by the value of a parent field. […]