by David Carnes | May 25, 2022 | Recordings
In this session we talked about the various ways to improve existing Dashboards, through cloning and tinkering. We stepped through the 11 component types and talked about leveraging the color palette, theme, sizing, arrangement, spacing, titles/subtitles/footers and...
by David Carnes | May 11, 2022 | Recordings
This was our third session focused on Service Cloud! The first was Service Cloud Reporting in Salesforce and the second was Formulas for Service Cloud Reporting. In this session we touched on the old sample Support Reports in Classic, hiding unwanted Report Types,...
by David Carnes | Apr 20, 2022 | Recordings
In this Dōjō session on Sales Reporting in Salesforce II, we talked through examples of the following sales reporting needs: Pipeline vs Funnel Sales Funnel Pipeline Coverage Ratio Net New Logos Opportunity Score Amount vs Expected Revenue Reporting on Opportunity...
by David Carnes | Apr 6, 2022 | Recordings
Most of us leave messes on our Report &. Dashboard Tabs in Salesforce. For years! The old crud builds up, confusing your users and causing decisions to be made on what could be incorrect or outdated numbers. This is true whether you have 10 users or 10,000. In...
by David Carnes | Mar 23, 2022 | Recordings
In this session we did examples of Row-Level and Summary Formulas and talked about the importance of Operators and Functions. We played with CASE(), DATE(), DATEVALUE() and WEEKDAY() Functions in the first example. Then HOUR() and TIMEVALUE() Functions in the second...
