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Salesforce MVP Series, Episode 11 w/ David Carnes - Do More with Reports and Dashboards

Jul 13, 2021, 12:00 – 1:00 PM

Salesforce Admin Group, Manila, Philippines

In this session we'll take a step beyond the basics of Salesforce Reports & Dashboards!

About this event

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.

Speaker

  • David Carnes

    OpFocus, Inc.

    Chairman

Group Leaders

  • Joey Chan

    Cloud Jedi Solutions

    Leader

  • Ronald Defeo

    Freelance

    Community Group Leader

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