Steve MolisSalesforce Community MVP: 2011, 2012, 2013, 2014
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Help - need a training resource for reports and dashboards, could be video or PPT. Thoughts?
22 hours ago
Also check out the Report and Dashboard Quick Start page in the online Help&Training Reports and Dashboards Quick Start[Quick Starts] More
Can you tie dashboard gauge settings directly to a quota?
For instance, right now I have to manually set up the gauge settings against a rep's quota. I'm wondering if I can tie the settings in the gauge directly to a rep's...
2 years ago
No, the breakpoints in the Gauge are hard-coded, they cannot be derived dynamically from a value in a field on the User object. If the quota is stored in a custom field... More
I need a report where i Can sumerised info?
What I mean by summerised info isIf am grouping by company name and wanna know how many opps that company holds. So if am doing this report for accunts ctreated this year.for eg:...
3 days ago
The only way to do it would the way that I described, I lookup field to either another object (and a "Power of One" field on that object) or a Lookup(Lead)...
Dan, as I said in my earlier post "the Lead Company field is just Text, not an Object like the Account Name on an Opportunity, Contact, or Case, so there's no &...
PS. You still owe me for the other Report ;-p More
Field inputs not saving?
I am trying to add a Product to a RFQ. I am filling in all of the fields in the “add product" form and then hitting save. Once I hit the save button the sheet disappears for...
2 days ago
+1 @JeffMay Keep in mind that this is a Community of Salesforce customers (Users, Admins, Developers) we don't have any access to your companys SFDC org or any of the... More
Is it possible to get a total approved % per sales person and then the total overall approved by combining all sales people?
I have a report that show eachs sales reps Opportunities and the Status (custom field). I'm trying to show each sales reps approval percent and then show an overall approval...
18 days ago
or this? ..
Like this? ..
Oh wait, you want the Total Approval % at the bottom of the Report? More
show total on stacked bar chart
Hello All,I've created a stacked horizontal bar chart in two groupings but the 'show total' on data labels is gone! How did this happen? If you use a stacked chart...
3 days ago
That's not an option with a Stacked Bar Chart like you're using, all you can do with that is enable hover on each section of the bar. If you really need the...
It depends on the Data and the Report and Chart. Can you post screenshots of the Report you're using with the settings and groupings and a mock-up of what you want?... More
Validation Rule for Activity contact needs email?
I am trying to clean-up data in Salesforce, there are numberous contacts without email, phone, title & address. Attempted on multiple locations for Salesteam to clean data.....
2 days ago
Actiivities will be tough (nearly impossible) to do with a Validation Rule because the standard Related To: (WhoID) field can't get any deeped into the Contact/Lead... More
Report on users with or without Opportunities?
I'm trying to create a report & dashboard component where i can list the user name and the number of Open Opportunities they have. The Dashboard Component is going to be a...
2 days ago
Are you looking for something like this? I built it using a CRT like the one SusanT posted and Tom Tobins "Power of One" field More
Formula question: How to calculate a cancel percentage
Hey, thanks for reading this! I have a question regarding what I think would be a formula field, but not sure.My company has sales (closed/won opportunites), but our customers...
1 year ago
Okay there's good news and bad news... Good News: You can get the Cancel Rate% in a Report using a Custom Summary Formula like this: Cancelled:SUM / Opportunity...
George, can you create a mock-up of what you want and post a screenshot of that? Do you just want to display the Cancelled% compared to your Gauge Breakpoint? or do... More
Can you put a report chart on a user page specific to the user you are viewing?
I have reports build for each sales rep showing thier sales per month. I'm wondering if you can add a report to the user page that is specific to that user you are viewing. ...
26 days ago
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