Salesforce Dashboard Makeovers

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...

Service Cloud Reporting in Salesforce II

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,...

Sales Reporting in Salesforce II

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...