Posts Tagged ‘Salesforce CRM’

Turn on CNBC during almost any trading day and you’ll see and hear plenty of AI buzz that sounds great, and may look great in a deck, but falls short in regulated industries. For financial services firms, AI must do two things at once: unlock genuine business value and satisfy strict compliance, privacy, and audit […]

Hello Trailblazers! Salesforce provides users with versatile reporting tools to manage and visualize data effectively, and Matrix Reports stand out as one of the most powerful report formats in Salesforce. Matrix reports allow users to group records by both rows and columns, making them highly valuable for detailed data analysis across multiple dimensions. This type […]

Hello Trailblazers! Salesforce provides users with a robust reporting toolset that enables businesses to analyze their data, identify trends, and drive smarter decision-making. Among the various types of reports available in Salesforce, Summary Reports stand out as one of the most popular due to their ability to group and summarize data effectively. Summary reports allow […]

As the crisp autumn breeze fills the air, homes across India come alive with vibrant lights, delicious sweets, and the joy of gathering with loved ones. Diwali, the festival of lights, is not just a celebration of triumph over darkness; it’s a time to refresh, renew, and look toward a brighter future. This same spirit […]

Hello Trailblazers! Salesforce provides powerful reporting tools to help businesses analyze data, track performance, and make informed decisions. In the previous part of this blog we learnt about different types of reports available in Salesforce. Tabular Reports are the simplest and most straightforward way to display your data in rows and columns. They are often […]