Group Opportunities by Steps Range in Salesforce Report
Bucket Column can be used to group Opportunities between Step 1 through Step 3 and Step 4 through Step 5 in Salesforce Report.
How to check Cumulative Count in Salesforce Report?
Blog Post: https://www.infallibletechie.com/2022/07/how-to-check-cumulative-count-in-salesforce-report.html
Create a Joined Report in Salesforce Lightning Experience
Blog Post: https://www.infallibletechie.com/2022/08/how-to-create-a-joined-report-in-salesforce-lightning.html
Find each agent accepted Salesforce Omni Channel Work Items
Accept Date(AcceptDateTime) on Agent Work is populated when the agent accepts the Work Item(Case, Chat, Messaging Session, etc.) via Omni-Channel Widget. So, we can use this field to to find each agent accepted Salesforce Omni-Channel Work Items per day.
Salesforce Percentage Calculation in Report
We can make use of Summary Formula in Salesforce Reports for Percentage Calculation. Blog Post: https://www.infallibletechie.com/2023/07/salesforce-percentage-calculation-in-report.html
Salesforce Report on Converted Leads grouped by Month
Salesforce Lead Report grouped by Converted Date's Month can be used to Report on Converted Leads grouped by Month. Blog Post: https://www.infallibletechie.com/2023/05/salesforce-report-on-converted-leads-grouped-by-month.html
Password Expiration Date for users in Salesforce
Password Expiration Date is available on the standard Users report type to find the Password Expiration Date for users in Salesforce. So, using the standard Users report type, we can develop a report to find or check the Password Expiration Date for users
Salesforce Users Mobile Device Login History Report
To Report on Salesforce Users Mobile Device Login History, create a Report on Users Standard Report Type. Use the Filter on the Report with Login Subtype as 'OAuth User-Agent for Hybrid Apps'. Blog Post: https://www.infallibletechie.com/2023/08/salesforc
Salesforce Omni Channel Agent Presence Status Report
Blog Post: https://www.infallibletechie.com/2022/03/salesforce-omni-channel-agent-presence.html
DateTime difference in Salesforce Report Formula
To find the Date Time difference in Salesforce Report Formula, use the DATEVALUE(). Blog Post: https://www.infallibletechie.com/2023/10/datetime-difference-in-salesforce-report-formula.html
Track Salesforce Chat Transfers
When the Chat is transferred in Salesforce, Agent Work record is created. So, we can use the Agent Work Object/Entity to track Salesforce Chat Transfers. Blog Post: https://www.infallibletechie.com/2023/10/track-salesforce-chat-transfers.html
Date Time with Seconds in Salesforce Report
For Date Time with Seconds in Salesforce Report, we can create a Row-Level Formula Column. Blog Post: https://www.infallibletechie.com/2023/09/date-time-with-seconds-in-salesforce-report.html
Salesforce Users Login on Mobile Devices
Blog Post: https://www.infallibletechie.com/2023/08/quick-guide-salesforce-users-login-on-mobile-devices.html
Check Salesforce Reports and Dashboards Subscriptions for an User
Blog Post: https://www.infallibletechie.com/2022/11/check-salesforce-reports-and-dashboards-subscriptions-for-an-user.html
Calculate Agent total spent time on Chat in Salesforce
Report on Agent Work object/entity can be used to calculate Agent total spent time on Chat in Salesforce. Blog Post: https://www.infallibletechie.com/2021/06/how-to-calculate-agent-total-spent-time.html
Salesforce Report on Knowledge Articles with Topics
Blog Post: https://www.infallibletechie.com/2024/01/salesforce-report-on-knowledge-articles-with-topics.html
Lookup Field Filter in Salesforce Dashboard
Lookup field is supported in Salesforce Dashboard Filter. When you use Lookup field in the Salesforce Dashboard filter, use the record name instead of Id to filter the records. Blog Post: https://www.infallibletechie.com/2024/08/lookup-field-filter-in-s
Salesforce Messaging Chat Widget “Not Sent” Error & Endless Loading
Blog Post: https://www.infallibletechie.com/2025/09/solved-salesforce-chat-widget-not-sent-error-endless-loading.html