Reports in Salesforce

Salesforce reports  are probably the first things to come to mind when you think of Sales Operations and for good reason.

While a Customer Relationship Management tool (CRM) like Salesforce, from one perspective, may simply serve as sales’ home base for prospect and customer data entry, it’s that data that allows for better segmentation and targeting on the front end of the sales process. It’s also that data that provides an understanding of a company’s sales cycle, process effectiveness, and revenue on the back end

Tabular

    Tabular reports are the simplest and most expeditious way to optically canvass data. Kindred to a spreadsheet, they consist simply of an authoritatively mandated set of fields in columns, with each matching record listed in a row. Tabular reports are best for engendering lists of records or a list with a single grand total. They can’t be acclimated to engender groups of data or charts, and can’t be utilized in dashboards unless rows are constrained. Examples include contact mailing lists and activity reports.
sfdc-tabular-report-screenshot

Salesforce Reporting and Dashboards Books by Johan Yhu – Best in town.

 

Summary
    Summary reports are kindred to tabular reports, but additionally sanction users to group rows of data, view subtotals, and engender charts. They can be utilized as the source report for dashboard components. Utilize this type for a report to show subtotals predicated on the value of a particular field or when you optate to engender a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.

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Some must-read blogs on Reports and Dashboards :
Matrix
     Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by-product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

 

Joined

Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.

Joined-Reports

 

 

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Limitation of Professional Edition in Salesforce

When client say’s he is using professional edition, Do you know Professional Edition

There are few features which are not available in the professional edition which needs to take care during Salesforce implementation:

No Account Assignment Rules
No Territory Management
No Sales Teams (aka Opportunity Teams)
Configuration / Security / Administration
No Joined Reports
No Bucket Fields
No Cross Filters (e.g. Accounts without Opportunities)
No Dynamic Dashboards
No Scheduled Dashboards (you can schedule a Report)
50 Custom Report Types vs. 200 in Enterprise Edition
See our post on Enterprise Analytics for more details on these features
Marketing

250 emails sent in a single mass email blast vs. 500 in Enterprise Edition
Sales (Sales Cloud)

Limit of 20 Custom Fields on Activities vs. 100 in Enterprise Edition
Limit of 10 Custom Tabs vs. 25 in Enterprise Edition
Limit of 50 Custom Objects vs. 200 in Enterprise Edition
No Workflow / Approvals / Visual Workflow
No Person Accounts
No Ability to mass Grant Login Access to a System Administrator
No Data Export (Weekly Export Service to backup your Salesforce org)
Support (Service Cloud)
Limit of 20 Validation Rules per Object vs. 100 in Enterprise Edition

Limit of 100 Custom Fields per Object vs. 500 in Enterprise Edition

No Service Cloud Console
No Salesforce Knowledge (Note: Knowledge is available at an additional cost in Enterprise Edition, and included in Unlimited Edition)
No Live Agent (Note: Live Agent is available at an additional cost in Enterprise Edition, and included in Unlimited Edition)
Extending Salesforce / Community / Portals

No Partner or Customer Portal
No Websites (aka Site.com / Force.com Sites)
To use Chatter Plus (Chatter Only) licenses in Professional Edition, you’ll need to contact Salesforce support and have Profiles enabled
No Salesforce Communities (released Summer ’13)
Custom Development and Sandboxes

No Change Sets (which are needed to deploy custom code)
No API (thus no ability to use the Data Loader or build custom integrations)
No Partial Copy Sandbox
Limit of 10 Developer Sandboxes* (*Change Sets disabled) vs. 25 in Enterprise Edtion
Lightning Professional Edition Limits

5 Process Builder processes
2 Permissions Sets
2 Custom Profiles
3 Record Types
2 Page Layouts
10 Developer Sandboxes

Try the world’s #1 CRM solution free for a full 30 days. Sales Cloud — Lightning Professional Edition
A detailed difference between the features available and variations of these features in each of the editions is available on

http://login.salesforce.com/help/doc/en/limits.html

You can understand the pricing on http://www.salesforce.com/in/crm/editions-pricing.jsp.

References:

https://www.salesforce.com/in/editions-pricing/service-cloud/
https://www.shellblack.com/administration/differences-between-professional-edition-and-enterprise-edition/

How to Debug in MavensMate

Debugging is the process of finding and resolving of defects that obviate correct operation of computer software or a system.

Numerous books have been indited about debugging (visually perceive below: Further reading), as it involves numerous aspects, including interactive debugging, control flow, integration testing, log files, monitoring (application, system), recollection dumps, profiling, Statistical Process Control, and special design tactics to amend detection while simplifying changes.

Debugging, in computer programming and engineering, is a multistep process that involves identifying a quandary, isolating the source of the quandary, and then either redressing the quandary or determining a way to work around it. The final step of debugging is to test the rectification or workaround and ascertain it works.

Debugging – we all do it a lot. Inditing code impeccably the first time around is hard and only a few (if any) prosper at it.

Apex provides debugging support. You can debug your Apex code using the Developer Console and debug logs. To aid debugging in your code, Apex supports exception statements and custom exceptions. Also, Apex sends emails to developers for unhandled exceptions.

How to enable debug log in MavensMate?

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See you all at #JaipurDevFest2017

Steps to Install MavensMate force.com IDE editor

An integrated development environment (IDE) is a software application that provides comprehensive facilities to computer programmers for software development. An IDE customarily consists of a source code editor, build automation implements and a debugger. Most modern IDEs have astute code completion. Some IDEs, such as NetBeans and Eclipse, contain a compiler, interpreter, or both; others, such as SharpDevelop and Lazarus, do not. The boundary between an integrated development environment and other components of the broader software development environment is not well-defined. Sometimes a version control system, or sundry implements to simplify the construction of a Graphical Utilizer Interface (GUI), are integrated. Many modern IDEs withal have a class browser, an object browser, and a class hierarchy diagram, for use in object-oriented software development.

Why Sublime text 3  is better then eclipse ?

Sublime Text is a proprietary cross-platform source code editor with a Python application programming interface (API). It natively fortifies many programming languages and markup languages, and its functionality can be elongated by users with plugins, typically community-built and maintained under free-software licenses.

Capitalize on Sublime Text features like code avail, expeditious find, etc. when building your Force.com applications.

Steps to Install MavensMate force.com IDE editor 

  1. Go to  http://www.sublimetext.com/3

Untitled2 .Download & Install Sublime Text

3.Copy the following given text .

    1. import urllib.request,os,hashlib; h = ‘df21e130d211cfc94d9b0905775a7c0f’ + ‘1e3d39e33b79698005270310898eea76’; pf = ‘Package Control.sublime-package’; ipp = sublime.installed_packages_path(); urllib.request.install_opener( urllib.request.build_opener( urllib.request.ProxyHandler()) ); by = urllib.request.urlopen( ‘http://packagecontrol.io/’ + pf.replace(‘ ‘, ‘%20’)).read(); dh = hashlib.sha256(by).hexdigest(); print(‘Error validating download (got %s instead of %s), please try manual install’ % (dh, h)) if dh != h else open(os.path.join( ipp, pf), ‘wb’ ).write(by)
    2. In the sublime  go to View -> Show Console in the toolbar. Paste the above text in point (a). And press ENTER . As  Per the Package Control documentation, you should use the code found on the site as it changes for every release.
    3. see–>  https://packagecontrol.io/installation
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    4.  .Go to https://github.com/joeferraro/MavensMate/tree/master/docs
      Download and install MavensMate Desktop 

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5. In SUBLIME, go to Tools -> Command Palette in the toolbar.Type the following to install a package:   Package Control: Install Package

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6. When a list of packages become presented, type MavensMate to install the package.We are almost completely set up.  With MavensMate installed, you should now see a new toolbar item for the package.

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  7. Open MavensMate And connect to your org by going for New project . Do it by entering your org credential .

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