Creating tabular reports salesforce12/6/2023 Now, we will create a Report on sold properties based on price(Descending Order). which helps you in understanding and forecasting the business process. So to maximize the business process and to know stats, there is a need for preparing reports like – How many properties are sold in a year, Top properties sold based on prices, Top active prospects in a year etc. Both ‘Properties’ and ‘Prospects’ plays a major role in companies revenue. ‘ABC’ has ‘Properties’ which are available for “Sell or Rent” and ‘Prospects’ are the customers who own the properties. In a business process, there are many areas where there is a need for a report to have a better understanding.įor Example: Consider a business scenario in which a company ‘ABC’ manages ‘Real Estate’ process. The folders can be public, shared, hidden, Read-only and Read/write etc. Salesforce has control over reports based on the folder in which they are created. As Reports are very confidential, their accessibility plays an important role. Reports have access to Salesforce data and can be used to display in terms of rows and columns. Salesforce report is a list of data generated based on the criteria defined. Here’s why Businesses Love Salesforce!Ī Report is a document which contains data in an organized tabular or graphical format prepared for a certain period of time. Salesforce has diligently worked for the last 17 years to build a brand name while successfully showcasing growth, retaining customers with service and value, creating a sense of collectiveness amongst customers and stakeholders, making it a brand to be reckoned with in the CRM space.
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