This meeting is virtual for the safety of everyone's health. 11:45am - Noon Log in. Open the Chat and Participants widgets. Say hello! Agenda Noon - 2:00pm 🙋♀️Welcome, Introductions, and Announcements 📊Do More with Reports & Dashboards: Dashboard Dōjō, David Carnes In this session we'll take a step beyond the basics of Salesforce Reports & Dashboards, starting with a quick look at settings and permissions. From there we'll combine Row Level formulas with emojis to highlight picklist data, and then talk about the power of Summary Formulas using PrevGroupVal() Function to analyze month over month trends. We'll test out the power of Dashboard Filters in drilling into the data and embed a Dashboard into a Homepage. Before Q&A, we'll wrap up with a look at Summer '21 functionality including inline editing of Report Results and the ability to download an image of a Dashboard. 💲High Velocity Sales: Jason Goodyear ⚙️Custom Permissions, Custom Settings, Dynamic Actions: Ali Ervan Bonus Content in the Works 👍CLT Leadership * * * * * * * *
Jason Goodyear will tell us how to empower inside sales teams to thrive from anywhere. Gear up for virtual selling. Drive productivity, scale best practices, and adapt with agility — all with the help of High Velocity Sales.
Do I know what these are? What's the difference? When do I use them? Our resident Platform Champion, Ali Ervan, will explain everything we need to know about these gems we should be taking advantage of!
We'll be joined by a few of our leaders from other Charlotte Groups who'll tell us what 2021 looks like for their group.
July Meeting: We are taking our annual hiatus in July to enjoy a bit of Summer.
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Friday, June 25, 2021
3:45 PM – 6:00 PM UTC
Log In. Open Your Widgets. Say Hello! |
Virtual Meeting Begins |