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Dashboard Dōjō + High Velocity Sales + Custom Permissions, Custom Settings, Dynamic Actions

VENUE: Still virtual! June's agenda is packed with something for everyone's curiosity or learning objectives!

About this event

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
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

👍CLT Leadership
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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Speakers

When

Friday, Jun 25
11:45 AM - 2:00 PM (EDT)

Group Leaders

  • Jackie Travieso

    Jackie Travieso

    CLT Admin Group Leader | T2 Associates | MVP

    (MVP | CLT Administrators Group Leader | MVP Offic

  • Manny Travieso

    Manny Travieso

    T2 Consulting

    Leader

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