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Tuesday, March 11, 2025
CRM Analytics: Dynamic table with Input Widget
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Use case : give users the ability to show top N open opportunities based on Amount in a dashboard. Step : Add a table widget with the column...
Monday, March 10, 2025
CRM Analytics: Duration between Date or Date/Time Fields
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In the SAQL samples blog , we briefly share samples of formulas for calculating duration between 2 date or date/time fields using daysBetw...
Friday, February 28, 2025
CRM Analytics: Long Text Area field only show 255 chars
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The Long Text Area field or Rich Text Area field allows users to enter up to 131,072 characters on separate lines, which by default is 32,76...
Thursday, February 27, 2025
Salesforce: Case fields that cannot be removed from page layout
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Certain Salesforce Case standard fields cannot be removed from the case page layout, but you can set them as read-only and tell your users t...
Friday, February 21, 2025
CRM Analytics: Calculate aging excluding weekends in Dataflow
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We shared the Salesforce formula field to calculate aging without the weekend here . But can we replicate it in CRM Analytics? Here is the ...
Wednesday, February 12, 2025
Convert SOQL result Date/Time field to Excel
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Sample: SELECT Id, CreatedDate FROM Account Result of CreatedDate: 2024-08-14T14:48:05.000+0000 To Convert into Excel as Date/Time format: F...
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