Dashboard date filters: the best feature you’re not using yet…

Whenever I get a request for a new dashboard I try to use dashboard filters where possible instead of over-filtering the underlying reports. The reason? It's easier to re-use or clone the reports and dashboard in future. I love dashboard filters and very often find myself filtering on picklists like Opportunity Stage or Account Type. … Continue reading Dashboard date filters: the best feature you’re not using yet…

Time saving tips: You can mass delete those unused reports…

Last week we looked at how you can identify unused reports....now that we've found them, what shall we do with them?! I'm going to show you how to mass delete them, but first, let's talk a bit about what you should do before wielding your mighty Admin powers. Users tend to get a bit upset … Continue reading Time saving tips: You can mass delete those unused reports…

Identify unused reports by creating a ‘report on reports’

The problem: "Can't see the wood for the trees". That's a favourite saying of mine. Reports in Salesforce are a great example of this; how often have you looked for a specific report but there were so many you couldn't find it? I'm sure you're a lovely Admin and you've trained your users to create … Continue reading Identify unused reports by creating a ‘report on reports’

Create A Data Quality Progress Bar 🔋

The problem:  In my last post I discussed the importance of identifying your data quality so you can plan how to tackle it. After reading that post someone asked me if I could combine my data quality score with a declarative progress bar instead of stars. The answer is YES and I'd love to show … Continue reading Create A Data Quality Progress Bar 🔋

Lead Scoring by Data Quality ⭐⭐⭐⭐

The problem: Bad data plagues us all. In all seriousness, if you don't have bad data then we need to talk so you can tell me your secrets... Poor data quality has many consequences, here are just a few: ❌ Poor user adoption ❌ Lack of executive buy in ❌ Unreliable reports and dashboards ❌ Slower on-boarding of … Continue reading Lead Scoring by Data Quality ⭐⭐⭐⭐

Time saving tips: Remove all report columns with a single click using the Lightning report builder!

Ah standard report types....how we love your default columns. We absolutely do not spend an age removing the default columns every time we create a new report (hint: we do). The Lightning report builder has a really nifty solution for this! You can use the 'Remove All Columns' button. It does what it says on … Continue reading Time saving tips: Remove all report columns with a single click using the Lightning report builder!

Help! I’ve run out of dynamic dashboards…

What is a dynamic dashboard? When you create a dashboard, you can set it to 'run as logged-in user'; this means it's a dynamic dashboard. When a dashboard runs as the logged-in user, it will display only the records that user has access to. In Classic you will see this option: In Lightning, this option … Continue reading Help! I’ve run out of dynamic dashboards…

Time saving tips: Where’s the ‘Add to Campaign’ report button gone in Lightning?

Last week I had a very simple user request: the requirement was to add all campaign members from last year's Christmas card campaign to this year's campaign, and ideally our users would be able to do this themselves, not wait for me to do something magical in the background. No problem I thought, I've got … Continue reading Time saving tips: Where’s the ‘Add to Campaign’ report button gone in Lightning?