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Salesforce Product Ownership

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November 7, 2022April 28, 2024Blog, Featured, Product Ownership

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 […]

June 29, 2024April 16, 2025Featured, Report Formulas, Reports & Dashboards, Sales Analytics, Salesforce-How To

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.

December 30, 2023April 28, 2024Reports & Dashboards, Sales Analytics, Salesforce-How To

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 […]

June 9, 2023April 28, 2024Report Formulas, Reports & Dashboards, Sales Analytics, Salesforce-How To

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. […]

June 9, 2023April 28, 2024Report Formulas, Reports & Dashboards, Sales Analytics, Salesforce-How To

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) […]

March 13, 2023June 9, 2023Blog, Report Formulas, Reports & Dashboards, Sales Analytics, Salesforce-How To

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. […]

January 22, 2023March 13, 2023Blog, Salesforce

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 […]

January 14, 2023April 28, 2024Reports & Dashboards, Sales Analytics, Salesforce, Salesforce-How To

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 […]

January 14, 2023March 25, 2023Sales Analytics, Salesforce, Salesforce-How To

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 […]

January 7, 2023May 22, 2024Blog, Report Formulas, Reports & Dashboards, Sales Analytics, Salesforce-How To

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. […]

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