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Tips & Tricks: "The Power of One" the Greatest Formula Ever Written*
First bow and give thinks to the DemiGod of Analytics Tom Tobin (https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001pFV) (the guy who taught me...
4 months ago
Tips & Tricks: Creating Sales vs. Goal Reports and Dashboards
I've been asked about this a few times over the years so I thought I'd post it here: I built this using the standard Opportunity object and creating custom Record Types,...
1 year ago
It's Valentines Day...
So remember to show some Community Love when someone answers your question.
2 months ago
Tips & Tricks: Getting more out of Opportunity History Reports
Opportunity History Reports are f*cking awesome, they allow you to see the complete lifecycle of the Opportunity tracking changes to the "core" Opportunity Metrics:...
9 months ago
Tips & Tricks: Formula to create "Ultimate Parent Account" for Opportunity Pipleline Reports
Here's a Formula I built to create an "Ultimate Parent Account" field that you can use to create Opportunity Pipeline reports that roll up all Opportunities under the...
1 year ago
Creating a Roll-Up Summary Field using "Smart Date" Filters
Here's a little nugget that I just stumbled onto... One of the problems with Roll-Up Summary field filters is that they do not support "Smart Date" functions like...
5 years ago
Tips & Tricks: Formula "Opportunity Status" field
Here's a little formula I presented at Dreamforce'13 Formula Gurus. =>http://youtu.be/96aPd3bZZb0?t=34m26sProblemDisplay the “summarized” Opportunity Stage / Status in...
2 years ago
Tips & Tricks: Measure twice and cut once with Formula QC List Views and Reports
Best practice tip:Whenever you’re creating a Formula Field, Workflow Rule, Process Builder (or posting a Question about your Formula in the Answers Community), create a List View...
6 months ago
Tips & Tricks: Accounts and Opportunities owned by Inactive User Reports
Did ever want to see which Account or Opportunity records on your SFDC.org are owned by users who are no longer active? Well now you can!!! Just create a new Custom Field on...
5 years ago
Search Online Help & Training
I'm just gonna leave this here... https://help.salesforce.com/home
5 months ago
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