Frequently Asked Questions

• How Coefficient helps with Salesforce Reporting?

  

  Coefficient streamlines reporting by connecting Salesforce data directly to Google Sheets and Excel. This integration allows for real-time data updates, imports and exports between your Spreadsheets and Salesforce. Coefficient eliminates the need for manual updates with automated data refreshes, advanced slack & email alerts. Coefficient also allows you to customize and blend your Salesforce data with other systems, making advanced reporting more flexible and efficient. More than half a million users have Coefficient pulling data to their spreadsheets today.

• Does Salesforce have a reporting tool?

  

  Yes, you can use Salesforce Report Builder to build standard and custom reports which provides basic reporting functionalities. For advanced reporting and dashboards, using tools like Tableau, Coefficient provide you with much more flexibility and ease in data visualization and analysis.

• How to create a report in Salesforce?

  

  The most common way to build a report in Salesforce is using a Salesforce Report Builder. This provides you with the ability to build basic reports and some custom reports. If you need to blend data from other data sources or want to share the report outside salesforce, building automated reports in Google Sheets or Excel using Coefficient is a easier way to achieve your goals.

• What are the 4 valid report formats available in Salesforce?

  

  The main report formats supported by Salesforce are Tabular, Matrix, Joined and Summary reports.

• What is the difference between dashboard and report in Salesforce?

  

  A Salesforce dashboard provides multiple components to visualize data from salesforce reports and helps you track key metrics across different stages that are critical for you. A Salesforce report on the other hand provides you a list of records based on the filtering criteria you need.

• How to make a field available for reporting in salesforce?

  

  Navigate to Setup, then search for and select “Report Types” on the left menu. Click on the Label of the Report Type you wish to edit, and then click “Edit Layout” near the bottom of the page. From here, you can drag any available fields from the right-hand menu into the list of available fields for your custom report type. Click “Save” when you are done.