by David Carnes | Feb 3, 2021 | Recordings
Salesforce’s Nonprofit Success Pack gives us a great opportunity to explore the impact of relabeled Objects and Fields, and the impact of an add-on data model on Salesforce reporting. Joining this session to present on Salesforce Nonprofit Success Pack (NPSP)...
by David Carnes | Jan 20, 2021 | Recordings
In this Dōjō session we used our Dev Orgs to try out, hands-on, Salesforce Joined Reports. David started by defining uses cases for Joined Reports, then sharing 10 tips, then stepping through examples of how to create blocks, add a Scatter Plot Chart and take...
by David Carnes | Jan 6, 2021 | Recordings
In this Dōjō session we asked participants to share their resolutions for 2021 related to Salesforce Reporting. After that, David stepped through a number of suggestions of best practices and tactics to aim for in the new...
by admin | Dec 1, 2020 | Recordings
In this Dōjō session we did a review of features added to Salesforce’s Report and Dashboard capabilities. We looked back across a number of releases, stepped through each new feature’s capability, demoed functionality and talked about uses. With help from some friends...
by David Carnes | Nov 3, 2020 | Recordings
Dashboards have come a long way since Salesforce made the move to Lightning! In this session we explored Dashboard Settings and Colors, the various Component types, the power of Lightning Tables, Filters, and options for embedding Dashboards within Page Layouts. In...
by David Carnes | Oct 7, 2020 | Recordings
Salesforce offers us a number of options to support trending needs on Reports and Dashboards. In this session, we’ll step through grouping on date fields, Field History Tracking, Historical Trending, Historical Trend Report Type, along with Reporting...
