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 filters. Filters can have up to 50 options. Ten […]
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. […]
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 […]
Getting the most from Trailhead
Anyone in the Salesforce ecosystem will know about Trailhead. It is a mighty resource but there are some points to note to […]
Using PrevGroupVal formula in Salesforce Reports
Use the Report Summary Formula PrevGroupVal to compare metrics between peer groups. For instance use it to compare won amounts over successive […]