Thursday, December 26, 2013

Salesforce Last Login report using Date Value

Last month we wrote a blog of using LAST_WEEK ; LAST_N_DAYS:n ; N_DAYS_AGO:n for SOQL query, it is simple and very powerful to query Salesforce data dynamically.

The same we can implement for report and view. This blog will discuss using Relative Date Value, such as: Yesterday, Today, Tomorrow, This Week, Last Week, etc (for complete value, refer to this Salesforce documentation) in report and how to choose date value to use. We'll use Last n Months versus Last n Days for sample.

Use Case:
VP of IT would like to understand users not login to Salesforce in last 60 days.

Using Salesforce report, we can easily create a report, by selecting Users report type (make sure you have admin privileges).

Add a filter in the report Last Login not equal to LAST 60 DAYS and done. This report will show all users never login + users not login within last 60 days.

If you tweak the filter to Last Login not equal to LAST 2 MONTHS, surprisingly you will get very different result. 

Let us analyze, example today is 26 Dec 2013:
  • Using "not equal to LAST 2 MONTHS", will show users never login + users last login = Dec '13, because last 2 months in this scenario is Oct '13 & Nov '13. 
  • Using "not equal to Last 60 DAYS", will return users never login + users login before 27 Oct '13.
Make sense? Hope this help.

ReferenceUnderstanding Relative Date Values for Filter Criteria

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