Company
Date Published
Author
Bryce Emley
Word count
1290
Language
English
Hacker News points
None

Summary

Salesforce is a customer relationship management tool that provides various report types to help users manage sales and report on performance. The standard reports are based on Salesforce's existing templates, while custom reports can be built from scratch using specific data parameters. Salesforce reports come in four formats: tabular, summary, matrix, and joined. To create a report, users start by opening the Reports tab, selecting a basic report type, and adding or deleting fields as needed. They can then adjust parameters for their data, such as lead creation date, leads by owner, and lead status. Users can also group rows to create subgroups, add charts to visualize data, and schedule reports to run on a regular basis. For more advanced users, custom reporting options are available, including preset columns, report on multiple objects, and pull fields from related objects. Additionally, Salesforce automations can be used to streamline report creation using no-code integrations with other apps via Zapier.