by David Carnes | Jul 28, 2021 | Recordings
Jen Lee and I discuss two Report Formula examples- a Summary Formula calculating Win Ratio and a Cross-Block Formula on a Joined Report showing Projected Amount....
by David Carnes | Jun 16, 2021 | Recordings
Given our name “Dashboard Dōjō” I thought to schedule one more session before summer focused on concepts we should all know about Dashboards. My thinking was to cover key aspects for successfully creating and managing Dashboards. We will follow up this...
by David Carnes | Jun 3, 2021 | Recordings
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...
by David Carnes | May 26, 2021 | Recordings
While not as obvious out of the box, Salesforce provides many features which can be combined to support the reporting needs of sales leadership. In this Dōjō session we’ll take on the personas of middle and senior sales management and review Report & Dashboard...
by David Carnes | May 12, 2021 | Recordings
In Reporting from an End User’s Perspective we stepped through permissions, search, Folders, Favorites and the overall Report & Dashboard Tabs. We walked through a long list of Report Run time features, Subscriptions, and Exporting, then played with Inline...
by David Carnes | Apr 22, 2021 | Recordings
In this second Digging in to Report Types session we did hands-on exercises with Standard and Custom Report Types. You can see the recording of the first Digging in to Report Types...
