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 | 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 | 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 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...
