Salesforce Summer 14 Preview-Sandbox Instructions

Salesforce Summer 14 Preview

Salesforce Summer 14

Summer 14 salesforce sandbox preview scheduled to begin JUNE 6, 2014. If you would like your Sandbox organization to take part in the Summer ‘14 Preview, your Sandbox must be active on a preview instance by June 6, 2014 to take part in an overall instance upgrade.

For more info go to “

10 Key Dates for the Salesforce Summer ’14 Release

May 8th – Sign up for a pre-release org

May 12th – Your ideas “Coming in Summer ’14”

May 22nd – Release notes available and release website updated

June 6th – Sandboxes upgraded

June 17th and 18th – Release readiness live broadcast

June 20th – NA1 upgraded

June 27th – Release training available

July 7th – The second release weekend (This is when another set of instances — NA6, NA7, NA8, and NA9 — gets upgraded).

July 18th – The final release weekend (All remaining Salesforce systems will be upgraded over this weekend. This is also the upgrade weekend for any Sandboxes you’ve opted not to include in the Sandbox preview.)

How to create salesforce Reports

Creating Salesforce Reports

Salesforce Reports creation is very easy and we can reports in very less time. Login to your salesforce organization and click on reports tab you will navigate to below screen.

Salesforce Report

In the above image

– Report tab is used to navigate reports screen. when you click reports tab it will display above screen.

– Dashboard folder is used navigate list of dash board screen

– create new report folder is used to create new report folder

– Create new dashboard folder is used to create new dashboard folder

–  Left side box shows list of available report/dashboard folders in your org. By default salesforce will provide standard folders

– New report button is used to create new report and new dashboard button is used to create new dashboard.

To create new Salesforce Report follow below steps.

1. Click on report tab and then click in new report button. You will navigate to below screen


2. Select the report type ( which type of report you are creating ) and click on Create button. You will navigate to below screen.

How to create reports in slaesforce

In the above image left side panel shows list of available fields in report type. We can easily add/remove fields to report by drag and drop from left side panel right (report preview) side panel. In salesforce we can create four types of reports. Those are Tabular, Summary, Matrix and Joined reports. We can add filters to our salesforce reports.

3. Click on Save your report once you done with your report customization(adding fields to report, selecting report format and adding filters to your report). Enter madatory fields to save the report, those are Report name and also select the report folder.

Reports in Salesforce

Reports in salesforce

In any business reports are very important. Reports will provide clear picture to the management.

Management uses the reports to track progress towards its various goals, control expenditure and increase revenue. Reports help to predict trends and this is advantage of increasing profits.

In we can easily generate reports in different style. And can create reports in very short time and also we schedule the reports. Salesforce provides a powerful suit of analytic tools to help you organize, view and analyze your data.

In Salesforce we can Create 4 types of report formats

1. Tabula Reports: Simple listing of data without any subtotals. This type of reports provide you most basically to look your data. Use tabular reports when you want a simple list or a list of items with a grand total.

Example: This type of reports are used to list all accounts, List of contacts, List of opportunities…..etc.….

2. Summary Reports: This type of reports provide a listing of data with groupings and sub totals. Use summary reports when you want subtotals based on the value of a particular field or when you want to create a hierarchically grouped report, such as sales organized by year and then by quarter.

Example: All opportunities for your team sub totaled by Sales Stage and Owner.

3. Matrix Reports: This type of reports allow you to group records both by row and by column. A comparison of related totals, with totals by both row and column. Use matrix reports when you want to see data by two different dimensions that aren’t related, such as date and product.

Example: Summarize opportunities by month vertically and by account horizontally.

4. Joined Reports: Blocks of related information in a single report. This type of reports enable you to adopt five different blocks to display different types of related data. Each block can own unique columns, summary fields, formulas, filters and sort order. Use joined reports to group and show data from multiple report types in different views.

Example: You can build a report to show opportunity, case and activity data for your accounts.

What is Dashboard?

Dashboard is the graphical representation of the data generated by a report or multiple reports. Dashboard component types can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.