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

Salesforce Reports URL Hack

Following on from my 4 Clever Hacks with Custom Buttons post, I’m going to be discussing hacking Salesforce Reports URL to insert custom information from merge fields. As a prerequisite it may be helpful to skim my URL Hacking guide. Before we get started i’d… Read More

Salesforce Email URL Hack

Following on from my 4 Clever Hacks with Custom Buttons post, I’m going to be covering URL Hacking with Salesforce Emails. What this will allow you to do is override the default function of that “Send Email” button in Salesforce to do whatever you want!… Read More