Create a URL-Driven Salesforce Activity Report
This How-To will provide the foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button.
By implementing this feature, you can remove the Activities component from your Salesforce page layout, improving your record’s load time.
You can replicate what you will learn here in your contacts or your leads, and…given it’s a native Salesforce report, you can export it to Excel and send it to colleagues that don’t have access to your org.
Tracking How Many Times an Opportunity is Pushed!
In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed.
Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it!
We'll use Flow to track the pushes, build a report on them, and a dashboard component to tie it all together.
Generate a PDF!
Ever wanted to generate a PDF from a Salesforce object? This How-To will demonstrate how to build a quick Visualforce page that does exactly that. It uses merge fields to pull data from a specific record and the resulting PDF is launched via a 'Generate PDF' button.
Add Color to Your Reports
Add status red/yellow/green "traffic light" images to a Salesforce report via a formula field. This gives you a glimpse as to which opportunities are coming due, are past due, or are closing out at some point in the future.