Salesforce reports and dashboards best practices. Communication is key .

Salesforce reports and dashboards best practices. May 9, 2024 · Improve Reporting Performance: Best Practices Read this article and learn how to optimize your report performance and speed up sluggish reports. Utilize charts and gauges for a quick overview of KPIs. Build a Lightning Experience Dashboard Build a Lightning Experience dashboard to provide a graphical view of the Salesforce data in reports. Follow these best practices to create actionable dashboards in Salesforce that don’t just inform — they inspire action. 1. Can be used to show subtotals based on the value of a particular ﬁeld or when you want to create a hierarchical list. While standard reports can be broadly accessible, the ability to create and share private reports is paramount for controlling sensitive information and ensuring data governance. Find answers to your questions about Salesforce agreement terms, policies, intellectual property, corporate governance and compliance for customers, employees, partners and suppliers. In Salesforce Classic, you can specify criteria that trigger report notifications. What are the benefits of using a Power BI to Salesforce connection? Mar 4, 2023 · Use these sales management dashboards to give you the essential data you need to make fast, informed decisions for your business. Can be used as the source report for dashboard components. Learn to visualize and track key metrics effectively using Salesforce Lightning reports and dashboards for real-time insights. com, Reports and Dashboards Best Practice Guide). Optimizing Salesforce Dashboards: Best Practices and Common Mistakes In the world of Customer Relationship Management (CRM), the ability to quickly view and understand customer data is not just a convenience—it's a strategic imperative. Utilising and adapting best practices and performance enhancements, and continuing to improve, will enable you to take data in its raw form and offer valuable insights that will help to succeed. When creating a plan, consider aspects such as how each KPI connects to another and which KPIs must be written back. Dashboards should move teams forward. Campaigns (Outdated and New) Look through your Salesforce campaigns and clean up any duplicates, members who don’t belong in the campaign anymore, close outdated campaigns, and create new campaigns for 2022. Reports and Dashboards Reports and Dashboards in Salesforce can quickly become obsolete. Salesforce dashboards offer a powerful window into a company's operations, providing real-time insights that can lead to informed decision-making and Aug 13, 2024 · Salesforce does not natively provide comprehensive data backups, making it crucial for users to implement their own backup strategies to protect against data loss. What is a Trailblazer? Explore the Salesforce community of professionals and mentors to help guide your career path. This blog included tips, tricks, and tools we have to make reports and dashboards. Get analytics for CRM, built in Salesforce and take action with visual analytics, AI-powered predictions and out-of-the-box dashboards and KPIs. Dec 18, 2020 · Solutions Review has composed this list of the best Salesforce dashboards to consider implementing, selected based on their abilities and versatilities. com skills and best practices Join today and get unlimited access to our library of salesforce. Apr 19, 2022 · Better understand best practices for using permission sets and permission set groups as a Salesforce Admin. You can collect outcome data from these progress reports and use that data in Outcome Management, a Salesforce tool that helps social impact organizations define consistent indicators, set targets to ensure performance accountability, and Nov 18, 2023 · We understand what Salesforce reports and dashboards are, the types of reports, the components of a dashboard, and some basic crash-landing avoidance tips when navigating through them. com video courses Membership is FREE. Trailblazer at St Joseph Engineering CollegeBusiness is the greatest platform for change. Jul 26, 2023 · Explore the importance of Salesforce Service Cloud Dashboards & Reports. Advanced Salesforce reporting tools enable detailed analysis and visualization, providing a competitive edge in today’s data-driven world. This blog offers a concise yet thorough guide to mastering Salesforce reports and dashboards, enabling you to maximize the potential of these essential tools (Salesforce. This guide explores the core elements of Agentforce, and it’s the first in a series of guides that will evolve alongside Agentforce itself. Stay informed with the latest news and announcements, fresh off the press. This involves clearly defining the report’s purpose and scope, selecting the appropriate report type, and using filters to focus on relevant data. Explore curated demos, trainings, and news on the topics most relevant to you. Jun 7, 2025 · It is essential for any organisation wanting to fully utilise its CRM data to master Salesforce reports and dashboards. When you put it together, you keep track and motivate your sales team to get that much closer to your goals. Review and Update Key Reports and Dashboards Finally, update your reports and dashboards to ensure your organization is using the most relevant data to make informed decisions. Learn best practices for scaling Salesforce reporting and role hierarchies effectively to avoid performance issues and duplicate records. To get started with Salesforce reports, you need to understand the basics of creating, customizing, and analyzing reports. We use the full power of Salesforce to make the world a better place for all of our stakeholders. Automate report delivery via email to decision-makers weekly or monthly. Data is the lifeblood of sales and marketing, and being able to effectively communicate revenue, engagement, and sales metrics to reps and executives is essential to your team’s success. Feb 12, 2025 · In this blog, we'll learn how to Subscribe Salesforce Reports. Salesforce Admin at ALXAchieved by Salma EL HADI The Salesforce Platform Foundations exam is designed for users with a fundamental awareness of how an integrated CRM platform solves the challenge of connecting departments and customer data, and who have up to 6 months of Salesforce user experience. Salesforce reports and dashboards, being the twin stars guiding the journey, are your gateway into understanding how well your organization performs. 2 Certifications Salesforce Platform Salesforce Certified Platform Developer Achieved by Gayathri Devi Certified Platform Developer I (PDI) developers understand how to develop and deploy custom business logic and custom interfaces using the programmatic capabilities of the Lightning Platform. Learn actionable tips to drive user engagement, maximize ROI, and ensure your team gets the most out of Salesforce. 22x Salesforce Certified Application A Trailblazer at SalesforceAttend an event, in-person or on Salesforce+, to earn a Trailblazer Stamp. Explore how to create Custom Reports in Salesforce, integrating Salesforce custom objects in Reports to unlock powerful insights and business intelligence. Nov 29, 2022 · Salesforce is known for its range of dashboards and today, we’re showing you the top 15 Salesforce dashboard examples. Salesforce Golden Hoodie Award Recipient. To complement the charts, add tables that show record-level details. Don’t forget to document new processes and procedures and store them in a public drive or on Salesforce. For some solutions, we will take you through 5 best practices that will help to improve the quality and performance of your reports. You can also control the columns that are visible, and in some cases, use inline editing to modify records directly from the list. May 27, 2024 · By incorporating these practices, Salesforce marketers can create reports and dashboards that drive better business decisions and enhance overall performance. Apr 11, 2025 · Effective Salesforce adoption is crucial for maximizing the Salesforce potential and reaping the benefits of streamlined workflows, improved customer interactions, streamlined sales, and data-driven decision-making. Resources Salesforce: The 7 CRM Dashboards Every Sales Leader Needs Trailhead: Reports & Dashboards Module Salesforce: Subscribe to Newsletter for proven sales advice direct to your email inbox Salesforce, a top CRM platform, revolutionizes how businesses handle customer interactions and internal processes. Why it is important to involve a Salesforce implementation consultant at the early stage. Customizations allow you to create tailored reporting structures that deliver actionable insights for better decision-making. May 15, 2023 · Les rapports et tableaux de bord dans Salesforce sont des outils de reporting efficaces permettant d'analyser et d'évaluer les données. Join us to learn about Salesforce Implementation tips & tricks and best practices in the Software development life cycle. ‍ A Salesforce dashboard is a visual representation of data within the Salesforce platform. Discover best practices & how Revlitix automates insights for better decisions. Use your unique Salesforce insights to adjust analytics, removing outdated reports and creating new ones if needed for the following quarter. Go Further Use the resources below to get additional guidance, connect with Salesforce experts, and blaze your trail with data management. Oct 29, 2024 · Learn about Salesforce Dynamic Dashboard, how they work, and how to use them to create personalized reports for your team. Analyze Your Data Salesforce Analytics Tools Reports and Dashboards Manage Your Reports and Dashboards on Analytics Home Browsing the Analytics Tab Use Navigation Breadcrumbs on the Analytics Tab Favorite Your Reports and Dashboards Oct 24, 2024 · Conclusion Creating and managing effective Salesforce dashboards is crucial for gaining insights and driving business success. This article delves into the methods for securely sharing private reports within a Reports Reports give you access to your Salesforce data. Schedule and Subscribe to Reports Receive notifications that keep you informed about metrics you care most about without having to manually run reports. Learn tools, strategies, and tips from an architect’s view to maintain clean, reliable CRM data. Summary - Leads by Country Nov 14, 2023 · Learn the fundamentals of sales dashboards — what they include, how you build them, and which ones are most important to sales teams. Ensure dashboards display real-time, actionable data that helps drive decisions. Jul 7, 2025 · Discover our top 25 Salesforce adoption metrics to track within user engagement, record completeness, deal movement, user activity, and report usage. Before building, reading, and sharing reports, review these reporting basics. Aug 10, 2024 · Master Salesforce Reports: Learn types, creation, customization, and best practices to turn data into actionable insights. Jan 18, 2024 · What's the main difference between reports and dashboards '? Salesforce dashboards provide visual summaries, while reports give in-depth information. Reporting and Dashboards Standard Reports: Use standard reports and dashboards to provide insights into your data. 6. Oct 16, 2023 · Building effective dashboards in Salesforce is no longer an optional skill for revenue leaders. Nov 27, 2023 · Utilizing Salesforce’s built-in Dashboards transforms intricate reports into easily digestible data, streamlining performance analysis and team meetings. Summary Reports Similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. Learn salesforce. Leverage joined reports to gain insights across multiple data sets. Aug 1, 2025 · Discover best practices for data cleanup in Salesforce. Data management is central to any customer’s success with Salesforce. I was thinking of creating a child object to case and have a flow write a record to this object each time the status changes and then create a dashboard or report to summarize the time. With Power BI dashboards and reports, you can transform raw data into meaningful insights, enabling you to make informed decisions and drive business growth. Identify the KPIs you must see to understand your business’ performance. Add filters to allow dashboard viewers to change ‍ Best practices for reports and dashboards: Use custom report types for non-standard data combinations. Mar 26, 2025 · Salesforce is a powerful and versatile platform, but like any technology, it’s important to follow best practices to ensure success. Jul 16, 2024 · Salesforce report and dashboard training is essential for leveraging the platform’s powerful tools for managing and analyzing customer data. Use efficient filters Whenever possible use selective filters. Communication is key Aug 22, 2023 · As a Salesforce professional, adhering to best practices for creating and managing reports and dashboards is crucial for maximizing the effectiveness of these powerful tools. Salesforce Golden Hoodie Award Recipient. Apr 14, 2025 · Boost your Salesforce adoption with proven strategies and best practices. We believe in building relationships – not just between companies and customers, but among our global communities. Jun 22, 2024 · Securing your reports and dashboards in Salesforce is an ongoing process that requires a combination of technology, policies, and user education. Making sure you get useful data can help your team achieve your goals and uncover what’s next for your business. Explore effective data integrity best practices to enhance data quality and reliability, and prevent errors and discrepancies in your organization. Add interactive charts that synthesize information into an easy-to-read format. Here are some Salesforce best practices to keep in mind. Remember, the key to robust security is Best Practices for Using Reports and Dashboards Use Summary and Matrix Reports for dashboard components to enable better visualization. However, implementing Salesforce requires careful planning, strategic execution, and adherence to best practices of Salesforce user adoption. Among its standout features are the robust dashboard capabilities, providing users with a comprehensive overview of their organization’s performance Feb 22, 2021 · Learn how to help your organization and end users use and love Salesforce by learning six key principles to maximize adoption. Apply filters and conditions to create focused reports. Apr 14, 2020 · Well, thanks to a recent Trailhead Live with Architect Admin Evangelist LeeAnne Rimel, you can get a quick, 30-min overview on how to best approach report building, how to navigate report builder, and how to build impactful dashboards that showcase all the critical information your stakeholders need. Sales Activity Dashboard: This dashboard includes detailed reporting in a Sales Rep’s activity rates and types against Opportunities. Besides best practices for implementation of Salesforce Sales Cloud, this guide also describes use cases to increase the impact of Salesforce for Sales. Apr 10, 2023 · Standard Objects In Salesforce Custom Objects And Relationships Object And Field-Level Security Validation Rules And Formulas Data Management And Migration Salesforce Schema Builder Reports And Dashboards Best Practices For Data Modeling Case Studies And Real-World Examples Conclusion Develop Your Project with Datrick’s Developers Mar 6, 2025 · This article outlines: What Salesforce implementation is and how long it takes, How to prepare for the Salesforce implementation process, Top Salesforce CRM implementation strategies comparison, SF implementation best practices. Jul 7, 2025 · Salesforce, a leading cloud-based CRM platform, offers robust reporting capabilities crucial for data-driven decision-making. Reports & Dashboards: Quick Look See the big picture and explore key business data. Search for Reports and Dashboards from the Reports Tab in Salesforce Get the Information You Need from the Reports Tab List View in Oct 7, 2024 · What Are List Views in Salesforce? A List View is a list of records that lives under the tab for that particular Object. Mar 28, 2025 · A dynamic dashboard is a type of Salesforce dashboard that allows users to see data according to their own security settings. Learn about its benefits and types, steps to create a report. Oct 19, 2024 · Salesforce CRM Dashboards: Gives you best-practices dashboards and Reports for your sales, marketing, and service teams—straight out of the box. For those embarking on their Salesforce journey, our guide on Creating Dashboards in Salesforce is an excellent starting point. . Jun 12, 2024 · Learn how to design a BI dashboard with these 25 dashboard design principles, best practices & guidelines to boost your analytical efforts! Jan 14, 2025 · Explore 5 Salesforce dashboard examples to boost sales tracking, customer success, and team performance, leading to better decision-making. Exclusive Offers Await You. Oct 31, 2022 · Reports and Dashboards are important to get an insight into the company's important information. By understanding the importance of dashboards, following best practices for creation, and implementing strategies for effective management, organizations can leverage Salesforce’s capabilities. Its diverse tools and applications empower organizations to optimize operations, enhance customer engagement, and boost growth. The best practices guide outlines various backup methods, including Salesforce's built-in options and third-party solutions while emphasizing best practices such as regular backups, pre-deployment backups, and testing to ensure data Sep 15, 2023 · Learn about case management in Salesforce Service Cloud and 9 best practices. Create dynamic dashboards tailored for different roles and permissions. A best practice for reporting in Salesforce is to ensure that reports are designed with the end-user’s needs in mind. It allows users to monitor key metrics, track performance, and gain insights into various aspects of their Success Best Practices: Reports and Dashboards by Salesforce Support • Playlist • 9 videos • 3,436 views Back Up Data with Salesforce Backup and Recover To maintain the integrity of your org, Saleforce Backup and Recover creates daily backups of data, attached files, metadata, managed packages, and sandboxes. By following best practices and troubleshooting common issues, you can create reports that provide valuable insights and drive business growth. You can create multiple List Views for that object, use filters, and control sharing settings for individual list views. To refine your results, sort or search within a selected fo Working on a project where the business sponsor for the project wants metrics for the amount of time a case in each status. Join us as we review the latest features in Reports and Dashboards and learn how to build reports to power a full service dashboard! We covered the basics (like navigating Report Builder and dashboard best practices) in our first webinar and we’ll cover topics like bucketing, conditional formatting, and more in this webinar. Explore Salesforce Analytics Watch these two videos to learn how to develop valuable reports and dashboards and download dashboards from the AppExchange. Feb 14, 2025 · Struggling with disconnected dashboards? Learn how to build marketing & sales reports that drive clarity, not confusion. Any other suggestions or out of the box solutions? Best Practices for Designing KPIs Before you start creating KPIs in Trade Promotion Management, we recommend that you design a KPI plan. Sep 30, 2024 · Creating Reports in Salesforce: Learn how to generate, customize, and share insightful reports that help you analyze core business data. This isn’t just about making changes and moving on. How to connect Power BI to Salesforce Now that you understand why we need to integrate Salesforce with Power BI, let us dive into the process of connecting these two tools. A very common ask I think. Jul 21, 2021 · Learn the value of dashboard reporting and eight simple tips for more effective dashboard reporting! Build CRM Analytics Dashboards Build a CRM Analytics dashboard to continuously monitor key metrics of your business, analyzing the results by key dimensions, like region, products, and time period. Nov 16, 2023 · Discover the importance of Salesforce data cleansing and learn how to maintain high data quality with this comprehensive guide. Aug 11, 2021 · Do create meaningful reports and dashboards for your end users and business stakeholders. Apr 18, 2022 · Part of a Pardot & Salesforce best practices series, we go into detail on Salesforce campaign reporting tools & templates available to you. Explore top 3 benefits of a good case management system. In the following chapters, learn how you, as a sales leader, can get more leads, close deals faster, identify new opportunities to monetise and build efficiency, and track sales performance. By following these best practices, you can ensure that your sensitive data remains protected, allowing your organization to leverage Salesforce’s powerful reporting and dashboard capabilities with confidence. Creator of Military Trailblazer (Career/Branding) Office Hours YouTube Channel. Custom Reports: Create custom reports and dashboards to meet specific business needs. PMM at SalesforceAttend an event, in-person or on Salesforce+, to earn a Trailblazer Stamp. Below, you’ll find guided learning paths on Trailhead, Salesforce’s free, hands-on learning platform; how-to articles; and video walkthroughs, all designed by Salesforce experts to help you take control of The data from these reports is saved directly to Salesforce for a single source of truth about each grant. In this article, I will share When using the report and dashboard search in Lightning Experience, look for a report by name. Read now! Key Takeaways On Salesforce Reports Salesforce reports provide valuable insights into your organization’s data. Troubleshoot Reports Solve problems with these answers to frequently asked questions. Learn types, filters, and more for exam success. Jun 3, 2021 · A lot of the time users create their own reports that load a lot of information and can take a long time to be ready. Getting Started with Salesforce Reports and Dashboards This tip sheet introduces the reporting and dashboard features, explains how they work together, and points to video tutorials and help topics to get you started. This guide covers the basics, real-world examples, best practices, and specific scenarios to help you manage Salesforce data effectively! This session talks about admin best practices for Salesforce reporting and how Salesforce’s reporting capabilities can be leveraged by businesses of all scales to make data-driven decisions for Jun 1, 2022 · Creating Salesforce Reports for Increased End-User Adoption Continuing the theme of my recent blog posts around increasing end-user adoption, my most recent blog post was on Best Practices for Reports & Dashboards around end-user adoption. Feb 11, 2025 · Standard Salesforce reports and dashboards are powerful but may not capture the nuances of your unique business operations. Tap into the energy and insights from our biggest events, like Dreamforce, anytime and anywhere. Learn how to enhance CRM dashboards: dynamic content, conditional highlights, animated pages, and data comparison techniques. Filters and Folders: Use filters to refine report data and organize reports and dashboards into folders for easy access. Sep 9, 2025 · Learn everything about reports and dashboards from our Salesforce reports and dashboards tutorials. Explore the Salesforce brands delivering success now. Backup and Recover also highlights unusual data activity so you can quickly find and fix data errors or mismanagement incidents. With all your business data in one place, you can use Salesforce reports and dashboards to get a better view of your bottom line, find out where to invest resources, and more. This practical and helpful tutorial will help you learn how to create reports and dashboards using Salesforce Lightning and Salesforce Classic with real examples. Create a Report on Mar 20, 2024 · Here are some strategies and best practices to help you create more effective reports and dashboards: Capture the Right Data: The foundation of any insightful report or dashboard lies in capturing and utilizing the correct data. Feb 28, 2025 · Sales pipeline management is the process of guiding and improving how sales opportunities move through different stages. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. Learn how to create and manage custom reports and dashboards to track vital sales and marketing metrics for informed decisions. This post will help in Optimize Salesforce Reports and Dashboard. Salesforce Views & Reports help users organize, filter, and analyze data efficiently. SalesForce Developer at OrthoFXAttend an event, in-person or on Salesforce+, to earn a Trailblazer Stamp. By using Salesforce’s built-in Dashboards, you can turn cluttered and complex reports into easily reviewable Ace the Salesforce Associate exam with our guide on reports and dashboards. Learn how to manage Salesforce Opportunity Stages to improve forecasting, track deals, and optimize your sales pipeline. Salesforce Reports are a cornerstone of effective data-driven decision-making. This blog post will walk us through how to actually create some of these Nov 28, 2024 · Power BI enables comprehensive decision-making processes backed by information analysis by providing interactive reports and dashboards, integrating with different data sources, and more. hdp dbro dkqadge ookal idwfmcqy kiobg mgoldcrn nqnpit nmuxm wbydwv