Reporting

15 Best Enhancements In Winter 14

Understanding the latest Salesforce.com enhancements is critical to get the most value for your organization. Below are the changes that the Winter 14 release of Salesforce.com that we at Cirrius Solutions think sales management should be aware of or might want to leverage. We are most excited about the enhancements to Analytics and the introduction [...]

By |2019-02-19T13:12:51-05:00March 22nd, 2014|Approvals, New Releases, Reporting|

10 Easy Steps To Create A Case trending Report.

Salesforce trending reports are new in the Winter 14 release. This article is an example of how to create a trending report that shows only records where the Status changed "Yesterday" so that you can filter out the noise of unchanged case records. 1. From Setup, click Customize | Reports and Dashboards | Historical Trending. 2. [...]

By |2019-02-19T13:12:30-05:00February 20th, 2014|Reporting, Uncategorized|