by David Carnes | Apr 6, 2022 | Recordings
Most of us leave messes on our Report &. Dashboard Tabs in Salesforce. For years! The old crud builds up, confusing your users and causing decisions to be made on what could be incorrect or outdated numbers. This is true whether you have 10 users or 10,000. In...
by David Carnes | Mar 9, 2022 | Recordings
In this session we talked about what’s needed to report on Service Cloud, Standard and Custom Report Types, and other useful features. We looked at the Preconfigured Service Cloud Dashboards available for free on Salesforce’s AppExchange and talked about...
by David Carnes | Feb 9, 2022 | Recordings
In this session we dug into what we need to support sales reporting, Opportunity Report Types, and useful features. We discuss the difference between the words “pipeline” and “forecast”, and the few ways to achieve Target vs Actual in...
by David Carnes | Jan 12, 2022 | Recordings
We kicked off 2022 in the Dōjō by digging into Embedded Analytics in Salesforce. Report Charts can be embedded anywhere on any page in the Lightning interface. Dashboards can be included in Home Pages and App Pages. Component Visibility gives an extra level of control...
by David Carnes | Oct 27, 2021 | Recordings
In this Dōjō session we talked about features introduced in 2021, such as: Multi-Field Selection Dashboard URL Parameters Exports/Subscriptions in .xlsx Auto Add Fields to CRTs Download Dashboards as .png Enabling Beta Features Inline Editing of Reports (Beta) Dynamic...
