Sometimes I realise I'm really no different to my users - I hate change! Let me be more specific, I hate change I don't control, or that takes my by surprise. This can make release time a bit stressful. As well as large enhancements that get a lot of publicity, Salesforce include a lot of … Continue reading Automatic Updates on the Report Preview – On or Off?
I went to subscribe to a report this week and couldn't; I'd reached the maximum limit for report subscriptions! How, I asked myself, was this possible? I hardly ever subscribe to reports...I can't have reached the limit (which is 5 FYI). First things first, how do you find out which reports you are subscribed to? … Continue reading Why you MUST make users subscribe to reports for themselves and stop subscribing on their behalf.
A few weeks ago I realised it was time to hide the Classic report builder. For what I need in my current role, I can happily use the Lightning report builder and not feel that I'm missing any functionality. If I don't need the Classic report builder anymore then my users definitely don't! You might … Continue reading It’s time to start letting go…how to hide the Classic report builder
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…
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’
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 🔋
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 ⭐⭐⭐⭐
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!
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…
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?