by David Carnes | Mar 9, 2022 | Recordings
In this session we talked about what’s needed to report on Service Cloud, Standard and Custom Report Types, and other useful features. We looked at the Preconfigured Service Cloud Dashboards available for free on Salesforce’s AppExchange and talked about...
by David Carnes | Feb 23, 2022 | Recordings
In this session we dug into formulas for sales reporting, using examples of Row-Level, Summary, and Cross Block Formulas. You can see examples of PREVGROUPVAL() and PARENTGROUPVAL() functions in action!...
by David Carnes | Feb 9, 2022 | Recordings
In this session we dug into what we need to support sales reporting, Opportunity Report Types, and useful features. We discuss the difference between the words “pipeline” and “forecast”, and the few ways to achieve Target vs Actual in...
by David Carnes | Jan 26, 2022 | Recordings
Our second session of 2022 was focused on Reporting Snapshots. We asked participants to set up a dev org and try setting up the foundation for a Reporting Snapshot....
by David Carnes | Jan 12, 2022 | Recordings
We kicked off 2022 in the Dōjō by digging into Embedded Analytics in Salesforce. Report Charts can be embedded anywhere on any page in the Lightning interface. Dashboards can be included in Home Pages and App Pages. Component Visibility gives an extra level of control...
