by admin | Apr 8, 2021 | Recordings
A critical first choice we make when reporting in Salesforce is that first choice- which Report Type should we use to get at the data we need to report on? Report Types defines which records and fields are available for use on a Report, based on the relationships...
by admin | Mar 25, 2021 | Recordings
I recently spent time with the Salesforce Admin Group, Montevideo, Uruguay to talk about how to Do More with Reports & Dashboards. ...
by admin | Dec 1, 2020 | Recordings
In this Dōjō session we did a review of features added to Salesforce’s Report and Dashboard capabilities. We looked back across a number of releases, stepped through each new feature’s capability, demoed functionality and talked about uses. With help from some friends...