by David Carnes | Nov 2, 2022 | Recordings
In this Dōjō session we talked about using Salesforce mobile for Reports and Dashboards. We dug into the simple setup options, and to enabling the Winter ’23 Enhanced Reports (Beta)....
by David Carnes | Oct 12, 2022 | Recordings
In this Dōjō session we talked about Conditional Formatting in Salesforce Reports and Dashboards, using standard formatting in Reports and Lightning Tables, as well as...
by David Carnes | Sep 28, 2022 | Recordings
In this Dōjō session we talked about reporting features introduced in Salesforce’s Summer ’23 release , such as: CRM Analytics for Slack Browse, search, view, and share Lightning Reports & Dashboards Subscribe to Lightning Reports & Dashboards View...
by David Carnes | May 25, 2022 | Recordings
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...
by David Carnes | Apr 20, 2022 | Recordings
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...
