When dealing with large lists in Salesforce CRM, it’s essential to be able to quickly determine the total number of records without having to scroll through thousands of rows. By default, Salesforce displays lists in packs of 200 rows, which can make it difficult to determine the total number of items. However, thanks to SAQL, Salesforce Analytics’ query language, you can solve this problem in an instant.
How to create a list counter with SAQL :
Create a hidden query
Use SAQL to create a query that counts the total number of records in your Salesforce dataset. The query will look like this:
Make sure you replace “DATA_TEST” with the name of your dataset and “TEST_1”, “TEST_2”, “TEST_3” with the names of your fields.
Inject the Result into a Text Widget
Create a text widget in your Salesforce CRM dashboard. Use the SAQL query in the widget to obtain the total number of records.
- Click on the widget, then on “Add query data”.
- Select your query, then choose your dynamic text.
Use these simple steps to optimise your efficiency with an intelligent list counter in Salesforce CRM
This counter will let you know instantly the total number of records in your list, helping you make informed decisions without having to scroll through thousands of rows.
To find out more about Salesforce CRM optimisation and other useful tips, check out our Salesforce best practices.