10 Advanced Salesforce Reporting Features You Need to Know!

Salesforce's reporting capabilities allow you to store and manage data efficiently and easily.

Knowing your way around reports and what they can do is essential to a lot of Salesforce roles, so in case you didn't know (or need a refresh), here are 10 advanced reporting features that are worth knowing. Ben covers:

00:00 Intro
00:20 Custom Report Types
01:08 Cross Filters
01:51 Summary Formulas
02:23 Row Level Formulas
02:40 Reporting Snapshots
03:15 Historical Trend Reporting
03:47 Field-to-Field Filters
04:16 Stacked Summaries
04:40 Joined Reports
06:09 Report URL Hacking

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[cecilymedved]

Very helpful! Great summary of the powerful capabilities. Reports are sooo important!

[piraveenaramaiah]

Great video, didn't know that these features were available! Thank you

[WD]

This was very helpful! The URL hacking sounded especially interesting. Does this mean that it can be used for bulk matches and fuzzy logic? Sounds like it could save an incredible amount of time if so.

[edersongugel]

Very good video Ben. It is good to see info condensed in a way to refresh the knowledge. Great.
Now a question on top of that: working in a NFP, I need for some campaigns to create a report to compare a campaign evolution, YOY. Is there a way to do that when the same campaign this year starts in a different date, so I would have day 1 2022 compared to day 1 2023 and so on, and not based on the calendar days the campaign is running? Cheers

[rameeshar]

What is the difference between custom report types and joined report?

[tomgeorge]

Hey Ben! Hoping you can help with a reporting conundrum I’m facing. Could I share my issue with you via email?