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 […]
Posts Tagged ‘Implementation Example’
Salesforce Best Practices: Where Permission Sets Shine
A few months ago, I read a blog on permission sets and how another consulting company (Arkus) had managed to do an implementation with just two profiles. That same company has now created a tool called The Permissioner to mass assign users a permission set, which I think is a great help to system administrators who, like Arkus, […]