I don't understand why I am able to connect to Salesforce objects and reports in Power BI, but this same connection is not available when using Power Query in Excel. Following are options in Power BI: Here are the options in Excel: Message 3 of 3 18 Views 0 Reply lbendl...
Another great question has been asked to ourSalesforce developers. The question was “how do I use bucket fields in my Salesforce reports?” Bucketing lets you quickly categorize report records without creating a formula or a custom field within Salesforce.When you create a bucket field, you ...
The Salesforce Report Builder can help you speed up the whole process. This robust tool enables you to build reports both faster and more efficiently by using some of the most advanced drag-and-drop features in the CRM software world. In this guide, we will explain how you can use the ...
However, a rule of thumb is not to overwhelm the client with unnecessary data. Present only KPIs that matter to their goals. Let’s move to the most important metrics no KPI report can go without. Which KPIs to include in your reports? In short? Those that tie closely to your client...
Is there a way to filter data during the data load from salesforce tables? This is compared to filtering the data AFTER all of the data has been loaded. We are trying to connect to salesforce tables due to the limitation of loading from reports @ 2,000 records. However, certain tables...
When it comes to paid plans, the pricing model is quite complicated. This piece of survey software integrates with tools like Slack, MailChimp, Google Drive, and Salesforce. Surveysparrow offers a smaller library of survey templates. Typeform Typeform editor Typeform offers multiple embedding ...
Salesforce CRM tools are designed with the customer in mind, empowering your organisation to assist customers, address concerns, find solutions, and provide value. Basically, Salesforce makes it possible for you to put customer success first, and in the process, focus on your own business perform...
Highlights:easy-to-use, query reports, convenient data entry, rich APIs, mobile and dashboard display Price:For personal use, FineReport is free without time and features limit. For enterprises, it offersa quote-based planthat charges according to different situations. In a word, FineReport is...
We got to know the importance of the sales pipeline as it helps in showing the status of leads, shows the value of success at each stage, forecasts sales, generates reports in financial metrics and increases productivity & revenue growth of the organizations. ...
Highlights:easy-to-use, query reports, convenient data entry, rich APIs, mobile and dashboard display Price:For personal use, FineReport is free without time and features limit. For enterprises, it offersa quote-based planthat charges according to different situations. In a word, FineReport is...