This meeting is virtual for the safety of everyone's health.
11:45am - Noon
Log in. Open the Chat and Participants widgets. Say hello!
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
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.
⚙️Custom Permissions, Custom Settings, Dynamic Actions: Ali Ervan
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!
Bonus Content in the Works
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.
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July Meeting: We are taking our annual hiatus in July to enjoy a bit of Summer.
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Principal Solutions Engineer
Cloud for Good
Senior Cloud Consultant
Ali is an administrator and business analyst with more than 10 years of experience in the nonprofit sector. She stumbled upon Salesforce when she was tasked to find and implement a tool that would bring together and optimize the many siloed business units and Excel based processes at her previous nonprofit organization. The rest, as as they say, is history. Ali is a certified Salesforce Administrator with a BS in Information Systems from Carnegie Mellon University (Go Tartans!). In her spare time, she likes to go on adventures with her husband and two quirky German Shepherds. Ali leads Charlotte's Salesforce Saturday group & regularly shares her expertise with the nonprofit group.