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 David Carnes | Mar 24, 2021 | Recordings
Formulas solve all kinds of challenges in reporting in Salesforce! Salesforce provides three kinds of Formulas directly in the Lightning Report Builder – Row Level, Summary and Cross Block Formulas. This session focused on use cases for each of these types of...
by David Carnes | Mar 17, 2021 | Recordings
I recently joined Virtual Camp Success to share how to Get Started with Reports and Dashboards in 20 minutes.
by David Carnes | Mar 4, 2021 | Recordings
Formulas solve all kinds of challenges in reporting in Salesforce! Salesforce provides three kinds of Formulas directly in the Lightning Report Builder – Row Level, Summary and Cross Block Formulas. This session focused on use cases for each of these types of...
by David Carnes | Feb 17, 2021 | Recordings
Formulas solve all kinds of challenges in reporting in Salesforce. Salesforce provides three kinds of Formulas directly in the Lightning Report Builder – Row Level, Summary and Cross Block Formulas. We also have the ability to create Custom Formula Fields on the...
