Dublin, IE Salesforce Admin Group – Do More with Reports & Dashboards

In this session we took a step beyond the basics of Salesforce Reports & Dashboards, starting with a quick look at settings and permissions. Next we played with emojis to highlight picklist data using Row Level Formulas, and then we talked about the power of combining Summary Formulas with PrevGroupVal() Function to analyze month over month trends. For fun we used a Cross Block Formula on a Joined Report to project sales based on historical win rate. We tested out the power of Dashboard Filters in drilling into the data and embedded a Dashboard into a Homepage. We wrapped up with a look at Summer ’21 functionality including inline editing of Report Results and the ability to download an image of a Dashboard.