Great Dates, Bad Dates and Salesforce.com Dates

Did you ever go out on a date with someone a friend said was perfect for you only to be wishing the date never started after just 5 minutes? That would be a bad date.

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Did you ever go out on a date with someone who you figured out was perfect for you after just 5 minutes? That would be a great date!

first sight

Did you ever wonder how you can filter a matrix report to compare this year versus last year in your production org? That would be a Salesforce date.  And when you use a Salesforce date in the right way, WOW!  The things you can do!

Salesforce dates come in all shapes and sizes…just like your personal good and bad dates. But unlike those dates, you have complete control over what your Salesforce dates will do. And that’s a good thing! Dates are one of the most important filters you can use on a report. They will not only make sure you get what you are looking for, but with a narrow focus, your reports will actually run faster.

Types of Salesforce Dates

There are many types of Salesforce dates. There’s the really important ones, the dates everyone wants to know – what date does Dreamforce start, and when is Midwest Dreamin’ next year?  While I admit those are important, they are really irrelevant to how you filter a report.

Everyone probably knows that you can use a fixed date range, simply by entering (or selecting from the calendar) the dates you want, and most people probably know that you can use a pre-defined date range such as “Current FQ” or “Last 90 Days”.

CQ

But did you realize you can use mixed dates to give you a really cool filter?

mixed dates

In short, dates are awesome, and control what you see (or don’t see) in your reports and dashboards.

For some reason, when I think about the power dates give you in reports, I thought of this: https://youtu.be/NpWAlvWNZj0

Are you looking for some Salesforce.com training?

As the leader of a Salesforce.com User Group since 2010, my biggest challenge has been finding content that provides relevant and helpful information to the members of the group. Our last meeting we had presentations by two business analytics partners of Salesforce.com. The group told me they wanted more analytics, so I began searching. That’s when I discovered Stony Point.

I recently coordinated and participated in Stony Point’s Introduction to Salesforce Analytics – Reports, Dashboards & Snapshots (SPRD-101A) course, along with several coworkers and many other members of the Southern Indiana Salesforce.com User Group. The entire experience, from the first interaction via email to the culmination and completion of the training session was outstanding. Stony Point provided great customer service, responding very quickly to my many inquiries about course cost, detailed curriculum, and scheduling the on-site training to our convenience.

I was equally impressed with the facilitator they provided us with. Beth Ann began the class by introducing herself, giving us a brief history of her qualifications and then asked the participants to do the same. She then dove right into the course. She did a great job making it very interactive, calling each student by name as they had questions, or when she was asking for real-life use case examples. She kept everyone engaged in the training session by injecting humor and some of her personal experiences.

The audience she was teaching at this session ranged from the true novice, who had never logged into Salesforce.com before to full blown certified Administrators and Developers. Nearly everyone indicated to me after the class that they gained knowledge of things they felt they could take back to their organizations and implement. It was a great success, and worth every penny.

I highly recommend Stony Point for your Salesforce.com training needs.

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About Stony Point: Stony Point is a leading provider of Salesforce training for end users, administrators, developers and consultants. Stony Point develops and delivers training classes throughout the world for customers of all sizes in English, Spanish, French, Portuguese, Japanese, Korean and Chinese. All classes are conducted by a live instructor, offered publicly and privately and students may attend either virtually or in-person. Please visit StonyPoint for complete details on what they offer.