Display Reports On Hourly Basis In Salesforce
Client Requirment
The client, a sales organization, wanted to have hourly reports on their Salesforce platform to monitor real-time sales performance. They required a solution that could generate and display these reports on an hourly basis, allowing them to track progress and make informed decisions throughout the day.
Category:
Salesforce
Process we follow
To fulfill the client’s requirement, we analyzed their existing Salesforce setup and identified the necessary components for generating hourly reports. We developed a custom solution using Salesforce’s reporting capabilities and Apex code. This involved creating scheduled jobs that would run hourly and execute the necessary queries and calculations to generate the desired reports.
Result
Our solution successfully implemented hourly reports within the Salesforce platform for the client. They now have access to real-time sales performance data, enabling them to monitor progress, identify trends, and take immediate actions to optimize their sales processes. The reports provide valuable insights and empower the client to make data-driven decisions throughout the day.
