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Advanced Reporting Tips & Tricks for New Admins

Salesforce Admin Group, Greensboro, United States
Tue, Aug 20, 2019, 11:30 AM (EDT)

Check out what happened

About this event

Are you a new Admin struggling to create reports for your team? Do you spend way too much time racking your brain trying to get data to present properly? You’re not alone. Many beginner Admins spend hours trying to develop reports that should only take minutes to finish. This session will show you real examples of advanced reporting features that will make your job easier and provide greater value to your users. During this live demo you will learn how to use: Custom Summary Formulas, Cross Filters, Power of 1, Joined Reports, Buckets, and Custom Report Types. These tips will help you easily identify and present data, enable your marketing team to see Lead conversion rates and show sales reps revenue toward goal. The presentation will help you take your reporting game to the next level.

Aaron Crear is Founder & Principal at Hat-Trick Consulting. He works with companies around the world to help them achieve their Salesforce goals through administration, development and training services. A former sales director, Mr. Crear has extensive functional and technical expertise translating business requirements to technical solutions. Aaron currently holds five Salesforce certifications including Salesforce Certified Sales Cloud Consultant, Service Cloud Consultant, Platform App Builder, Advanced Administrator and Administrator.

He is also the leader of the Lowell, MA Admins Community Group and is a co-organizer of Northeast Dreamin’. Mr. Crear is a frequent speaker, having presented at Dreamforce, Big Sky Dreamin’, Czech Dreamin’, dreamOle’, Midwest Dreamin’, Phillyforce, Snowforce, Southeast Dreamin’, True North Dreamin, YearLeadin’and Salesforce World Tours.

Aaron has a BA from Saint Anselm College and earned his MBA from UMass-Lowell. 

Speaker

When

Tuesday, Aug 20
11:30 AM - 1:00 PM (EDT)

Where

CAI
7817 National Service Road, Suite 509 Greensboro27409

Group Leaders

  • Trish Perkins

    Trish Perkins

    Worldstouch

    Community Group Leader

  • Yolanda Loftis

    Yolanda Loftis

    Catapult

    Community Group Leader

Sponsors

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