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 […]
Month: January 2023
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. […]