Summary – Service Cloud
As you can see, reports and dashboards can provide extremely important data for managers and company executives. With them, not only can the customer service process be optimized, but adjustments ... Read MoreRead More
As you can see, reports and dashboards can provide extremely important data for managers and company executives. With them, not only can the customer service process be optimized, but adjustments ... Read MoreRead More
These two tools streamline agents’ work and also improve customer service. Thanks to them, customers no longer wait longer for certain actions, ensuring quality and assuring them that their problem ... Read MoreRead More
Remember, cleanliness and simplicity allow users to extract the most important data. Do not remove legends from charts; they help users understand what they are looking at. Tailor the dashboard ... Read MoreRead More
To even start discussing dashboards, you need to know what they are. Let’s begin with the idea that dashboards are somewhat like a data collection center. For example, in movies, ... Read MoreRead More
When creating Salesforce reports, you might notice that you are using some predefined report templates. You have also seen that in those templates, you have some predefined columns, available fields, ... Read MoreRead More
Salesforce reports can become massive when showing a large amount of data. Sometimes, you want to report only the needed data, and it is not necessary to show all the ... Read MoreRead More
Report Group Rows is a feature that helps you group the report data in any way that you want. You can pick any object field and group the report data ... Read MoreRead More
Salesforce report folders are similar to Windows folders. Similarly, you can just create the folder and place the report in it. Let’s see how to do this step by step: ... Read MoreRead More
In the previous chapters, we learned how to create and automate data in Salesforce. All right, but what comes next with all this data? Do they exist in the CRM ... Read MoreRead More