Salesforce relative date fields bring flexibility and efficiency to your Salesforce data analysis; instead of manually updating those date filters on reports every day, week, or month, quarter, etc., these fields will automatically adjust based on the current date. This saves you a lot of time and ensures that your reports are always up to date. Join Dave from Cloud Adoption Solutions as he tells you more!

Salesforce relative date fields bring flexibility and efficiency to your Salesforce data analysis; instead of manually updating those date filters on reports every day, week, or month, quarter, etc., these fields will automatically adjust based on the current date. This saves you a lot of time and ensures that your reports are always up to date. Join Dave from Cloud Adoption Solutions as he tells you more!

Sometimes Salesforce contacts don’t have an associated account name, and those are considered orphan contacts in Salesforce (you can create contacts without an account). Join Cory as he shows you how to create a report of Orphaned Contacts.

…and while you’re here: if you’re having Salesforce user adoption challenges, we have a brand new guide that takes you step by step through the principles of teaching adults technology, and drives you to develop a plan for implementation. It’s got room for you to make your own plan – check it out: https://cloudadoption.solutions/teach_adults_tech_guide/