Salesforce report URL hacking

In this article, let’s delve into Salesforce report URL hacking. While this technique isn’t officially developed by Salesforce, it’s a favourite among admins for its ability to manipulate report filters via URL parameters. Essentially, it allows users to open a report with preset filter values, eliminating the need for multiple reports or cloning. URL hacking…

Advanced Reporting features in Salesforce Part III

Advanced reporting features in Salesforce help users create powerful and tailored reports that address complex business scenarios and provide valuable insights for decision-making. Stacked summaries redefine the way data is grouped in reports, introducing a subtle yet impactful change. This feature allows users to swiftly condense extensive data, facilitating quicker analysis and comparison. In essence,…

Optimizing Sales through Collaborative Forecasts in Salesforce

Collaborative Forecasts in Salesforce enable effective sales management by projecting and planning sales cycles from pipeline to closed deals. This article describes Optimizing Sales through Collaborative Forecasts in Salesforce. How to implement Collaborative Forecasts Beginning in Winter ’24, Collaborative Forecasts are automatically enabled with default settings. For organizations created before Winter ’24, manual activation of…

How to use Forecasting tool for mortgage firms in Salesforce

The sales pipeline encompasses all the ongoing opportunities that your sales team is actively pursuing, regardless of their current position within the sales cycle. Maintaining a robust pipeline of opportunities is essential for sustaining your business into the future. Within the pipeline, forecasts represent a specific subset of opportunities. These forecasts concentrate on opportunities expected…