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Posted by on Jan 25, 2017 in Blog Series, Featured Blogs, Learn Salesforce Reports with Examples | 0 comments

Learn Salesforce Reports with Examples–Bucketing in Salesforce Reports

Learn Salesforce Reports with Examples – Bucketing in Salesforce Reports is the third part of the series “Learn Salesforce Reports with Examples” where I will be sharing some key features for the Salesforce Reports which is an inspiration from a similar series on formulas – “Learn Salesforce Formulas with Examples” and the numerous related queries on Answers Community. Learn Salesforce Reports with Examples – Bucketing in Salesforce Reports will surely prove to be helpful to the Salesforce Report users in learning & implementing bucketing in Salesforce Reports. Bucketing: “Bucketing lets you quickly categorize report records without creating a formula or a custom field, Bucket fields can be used like any other field to sort, filter, and group your report. When you create a bucket field, you define multiple categories (buckets) used to group report values.” It can group only the below data types fields: 1. Picklist 2. Number 3. Text I will take an example of a common use case where: First Bucketing on Basis of Amount (Numeric Bucketing Example): The Administrator...

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Posted by on Jan 14, 2017 in AppExchange App Reviews, Blog Series, Featured Blogs | 0 comments

AppExchange App Review Series (Part – 2)

AppExchange App Review Series Part – 2  is a  part of blog series  – AppExchange App Review Series which is inclined to help you in selection process for the reason I’ll try picking up & installing newly added applications randomly and provide you on-hands detailed information about work ability of that app  and prospects down the line. Like there’s a different key to every lock, different solution to every problem and different opinion for every thought, in the same way there are many solutions to a given requirement.All we need to decide is which one best suites our requirement in terms of business possibilities, cost-effectiveness, usability, enhancements, efforts and prospects. Salesforce provides widest range of products and applications which are already developed that might suite your requirement and help you in generating businesses out of it, all you need to diagnose is which application is much closer to match your requirement and how can you customize it accordingly. There’s one “Suite” where all the answers to your problem resides,...

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Posted by on Jan 7, 2017 in Blog Series, Featured Blogs, Salesforce Formulas Examples | 2 comments

Learn Salesforce Formulas with Examples – Part 9

Learn Salesforce Formulas with Examples – Part 9  is a part of the Blog Series inspired by a lot of problems related to formulas posted in Answers Community .Main motive for this blog is not to teach you how to begin with formula but how to keep a grip and make a better understanding on it. So stay tuned and I will be providing a lot of examples with explanations in this series which would help you understand more about formulas. Example 56 Here the user has three fields, “Last_Date__c” is of type Date, “Picklist__c” is a picklist and “Field C” is a formula field, now here is the use case: Based on selection of “Picklist__c” picklist value among (Monthly, Quarterly, Annually, Semi- Annually) Based on the Last Date in “Last_Date__c” “Field C” should calculate and display when is the next date of commencement of the event. Field C = Last_Date__c + CASE (Picklist__c, “Monthly”,30, “Quarterly”,91, “Semi-Annually”,182, “Annually”,365, 0) Explanation:  In this formula, there are two sections, the first one returns the “Last_Date__c” of the event....

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