Salesforce Reports

Salesforce Reports.pdf

(View this document to learn about Reports in Salesforce)

Salesforce has a very robust and effective reporting feature that allows users to easily filter and sort various fields from their Contacts and Mail Groups lists. The document and videos provided give an example for running a specific report as well as how to prep a report that can be used for printing mailing labels.

To best view videos in-browser, it is recommended to use Chrome or Firefox. Videos can also be viewed directly by clicking on the heading for the video.

 

Running a New Report

 

Save a Report

 

Export Mail Groups for Printing Labels

 

 

You can use you Mail Group report to print your labels after opening Word. Follow the steps provided by Microsoft that guide you on how create and print labels using a mail merge:

https://support.office.com/en-us/article/Create-and-print-labels-using-mail-merge-276a2cd1-74d2-43d0-ab5a-b90460358ad5