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Recent Questions & Answers

How to Calculate Annual Churn Rate in Salesforce

We’re going to be looking at how to calculate annual churn rate in Salesforce with just a couple of custom fields on the account object, and a custom formula on a report. First, go to reports in the top menu. Then, click into the annual churn rate.

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What Type of Salesforce Licensing Do I Have?

In order to determine what type of licensing you have in Salesforce, go to the top right area and click on the gear then on Setup. Once you’re in Setup, in the quick find area here on the top left, you can type in, Company and you see that Company Information pops up.

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