Service Cloud Reporting in Salesforce II

This was our third session focused on Service Cloud! The first was Service Cloud Reporting in Salesforce and the second was Formulas for Service Cloud Reporting. In this session we touched on the old sample Support Reports in Classic, hiding unwanted Report Types,...

Formulas for Service Cloud Reporting in Salesforce

In this session we did examples of Row-Level and Summary Formulas and talked about the importance of Operators and Functions. We played with CASE(), DATE(), DATEVALUE() and WEEKDAY() Functions in the first example. Then HOUR() and TIMEVALUE() Functions in the second...

Service Cloud Reporting in Salesforce

In this session we talked about what’s needed to report on Service Cloud, Standard and Custom Report Types, and other useful features. We looked at the Preconfigured Service Cloud Dashboards available for free on Salesforce’s AppExchange and talked about...