Tips for Setting up SFDC Reports

When setting up reports in Salesforce, the following these guidelines can help you avoid performance issues, such as query timeouts while running Contact Tracking jobs. 

• Avoid Large Data Scans
  Limit queries that require processing over 333,333 rows. This threshold may trigger performance constraints, especially with the CONTAINS operator.
• Use Positive Filters
  Avoid negative filters like !=, NOT CONTAINS, or NOT STARTS WITH as these can slow down report processing. Instead, try to structure queries with positive criteria.
• Avoid Empty Comparisons
  Ensure fields in your filters have values. Comparisons with empty values (e.g., Name != '') can significantly slow down reports.
• Index Your Fields
  Use indexed fields in filters whenever possible. Custom indexes can optimize search performance for high-volume data. The following fields are already indexed and, if possible, try to use these:
  • ID
  • Name
  • OwnerID
  • CreatedByID
  • LastModifiedByID

By following these practices, you can make your SFDC reports work seamlessly with outside integrations such as LeadIQ Contact Tracking.