by David Carnes | Dec 15, 2021 | Recordings
We closed out 2021 with a session on Year over Year Reporting in Salesforce. ...
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...
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...
