The Secret Weapon: Salesforce Optimizer Report

Introduction From the latest Spring’17 release, Salesforce once again delivers a ‘secret admin weapon’: The Optimizer! Salesforce Optimizer Report is a feature that evaluates your salesforce instances to determine how your company uses certain Salesforce features, then identifies ways that you can improve them. The Optimizer focuses… Read More

4 Features of Custom Report Types

Custom Report Types are a fantastically easy way to create complex, dynamic reports that go beyond standard Salesforce reports.. A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab. By… Read More