Tip #1: View the unique count of records in a reportWant to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? The “show unique count” option within Salesforce reports can be enabled to view this information.How it worksWhile editing a report in the report builder, find the column for which you want to count unique values.Click Show More | Show Unique Count.Click Save.A count of unique values appears…
You have your lead lifecycle set up, your scoring set up, and the MQLs are flowing in. Now it’s time to pull reports in Salesforce to see how you are doing against your targets. Maybe you don’t know where to start, what reports to pull or what extra data points you need. In this post, I’ll share some example MQL reports and some tips and tricks for creating reports in Salesforce.Getting your data readyTo pull…
One of my favourite Lightning features is customizing the campaign page using the Lightning App Builder. The drag-and-drop App Builder allows you to add tabs, reports and instructions to your page. While there are many different ways to customize your campaign page, here are four changes that are easy to implement that will delight your marketing team.How to customize your campaign pageTo customize your campaign page, navigate to one of your Salesforce campaigns, click on…
Did you know you can add report charts to your campaign page layout in Salesforce? Adding report charts will give you insight into a particular campaign’s performance without creating a separate report or leaving the campaign page. These reports can show you how many campaign members were added, by month or by status, how many opportunities are influenced by the campaign by opportunity stage, etc. All this is made easy by customizing your campaign lightning…
Want to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? This metric can be difficult for marketers to pull in Salesforce because reports by default will show the number of leads, contacts or campaign members within a report. One solution is to use the “Power of One” hack, which involves creating a custom field for accounts. The other easier solution is to use the “show unique count”…
Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead entered a particular stage or when a lead was first actioned. These fields can be used in reports and dashboards. Let’s dive into how to set this up and some example use cases.
The Salesforce Spring ’20 release is quickly approaching and soon you’ll be able to take advantage of exciting new features and functionality. Here is a recap of 8 of my favorite features in the release, assigning tasks to a queue, group permission sets, before-save updates in flows and more.
The Salesforce Winter ’20 release is quickly approaching and soon you’ll be able to take advantage of exciting new features and functionality. Here is a recap of 9 of my favorite features in the release, including unique values in report results, scheduling a flow, and more.
The Salesforce Winter ’19 release is quickly approaching, so it’s time to do a recap of my favorite features coming up in the new release. Here are my top 6 picks for the Winter ’19 release including density settings, list view sharing with groups and background utility items for Lightning apps.
When building Lightning Components, using the HTML script markup is not supported. However, there’s an alternative that is easy to implement. Follow these step-by-step instructions to learn how to use external JavaScript or jQuery libraries within Salesforce Lightning Components.
