Summary Formulas Report

How to Create Evaluate Report Data with Summary Formulas?

Summary Formulas: Use Formulas in Lightning Experience report builder. We can create formula as per our data and generate result. E.g.: If Sales is more then $10,000 then apply 10% Tax on Sales Amount or Apply 5%. Let’s create report. Edit Report READ MORE

Edit Subscription

How to Subscribe Dashboard in Lightning Experience?

Subscribe Dashboard: In Lightning Experience Salesforce is allowing you to Subscribe Dashboard. You will get email as per your schedule that you set (daily, weekly, monthly or days). Please note that it’s available in: Enterprise, Performance, and Unlimited Editions only. Let’s Subscribe READ MORE

Accounts Report

How to Enable the Lightning Report Builder (Beta)?

Lightning Report Builder (Beta): We can build Lightning reports in Lightning with lot of new features added. We can also add filters, graphs and other criteria in Lightning experience. First we need to enable this feature and then after we will READ MORE

Active Process Builder

How to update Customer Status using Process Builder ?

Customer Status: When opportunity stage closed won means this is our “Current Customer” from Prospect Customer. Let’s create process builder for this requirement. Click Setup Home Click Process Automation Click Process Builder Click Save Select “Opportunity” object Select “when a record is created or READ MORE

How to create Streams in Lightning Experience – Winter ’18?

Streams: Create your own flow of any feed of objects, records or people. E.g. If you are interested of particular Opportunity and Account then we can create Streams. So, whatever activities on that Opportunity and Account we can have a look READ MORE

Account Contact Report

How to create Custom Report type in Lightning Experience ?

Custom Report Type : If you have added new fields / objects / requirements with join new and old objects then you have to create new Custom Report type. Let’s create new Custom Report type Click Setup Click Feature Settings Click READ MORE

Subscribe Report

How to Subscribe Salesforce Report in Lightning Experience?

Subscribe Report : We can configure any Salesforce report to run Daily, Weekly or Monthly as HTML email to your Salesforce org. users. Advantages of Subscribe Report  Video  Get updated information No need to run report every Day, Week or Month READ MORE