May 21, 2019, 5:00 – 7:00 PM (UTC)
Salesforce Admin Group, Baltimore, United States
Lisa Firnberg from the Maryland Coalition of Families will have a presentation on some specialty reporting. We'll also have a meet-and-greet/roundtable discussion and some light refreshments.
Find Accounts by Attributes (Lisa Firnberg)
Case managers at Maryland Coalition of Families wanted to search Salesforce for existing Accounts based on attributes like: what type of organization (behavioral health provider, school, shelter etc.); what county they serve; whether they accept Medicaid; are for men or women, etc. Standard Salesforce search doesn’t allow for this. Lisa will show a report developed to allow users to search existing Accounts like a rolodex based on key attributes, and a lays the groundwork for “Yelp-like” ratings in the future.
Meet-and-greet and roundtable discussion
Light refreshments will be served
Tuesday, May 21, 2019
5:00 PM – 7:00 PM (UTC)
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