Jen DeLalio

Some excellent Salesforce Q&A that may be useful to you. Take a look and please post comments if you have any follow-up questions of your own! Q: Does Cloud Scheduler sync with Outlook and/or Gmail? A: The Cloud Scheduler doesn’t sync with Outlook and/or Gmail per se. But if you use the Cloud Scheduler to […]

Let’s review some more of the features you can request for enablement via Salesforce Customer Support. You “Open a Case” via the Salesforce Help & Training Portal, signoff on the conditions and/or consequences of the feature enablement, and voilà…you have a new feature enabled in your Salesforce org! See the full list documented by Salesforce […]

You are probably already aware that features such as Multi-Currency, Person Accounts and Territory Management must be enabled via request to Salesforce Customer Support.  You “Open a Case” via the Salesforce Help & Training Portal, signoff on the conditions and/or consequences of the feature enablement, and voilà…you have a new feature enabled in your Salesforce […]

In my last posting, I outlined some basics regarding the use and setup of basic Joined Reports.  In this article, I will focus on some of their more complex capabilities and considerations.  Specifically, we will review the following two techniques: Creation of a Sales Rep Scorecard Report that combines Opportunity and Activity data into one […]

The Spring ’12 release of Salesforce bore tremendous benefit in reporting functionality with the launch of Enterprise Analytics. Available to Developer, Enterprise and Unlimited Edition customers at no additional charge, the Enterprise Analytics module provides enhanced features within the Report Builder permitting users to take Salesforce reporting to a whole new level. The 3 primary […]

Topic: Create Trending Reports with Analytic Snapshots A common misconception with Salesforce reporting is that you can’t produce trending reports based on Salesforce data. For example, let’s say you want to evaluate Agent Performance over time by taking a look into your historical Case data? Are my agents closing cases faster over time? What elements […]