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Salesforce Report & Dashboard Features Every Admin Should Know

Jul 11, 2023, 5:00 – 6:00 PM (UTC)

Salesforce Admin Group, Milwaukee, United States

Are you a Master of Salesforce Reporting and Dashboards? Would you like to be? The Milwaukee and Madison Admin User Groups are excited to have David Carnes, the host of Dashboard Dojo, join us this month. You can't afford to miss this session.

About this event

Join us for an informative and invaluable conversation with the author of Mastering Salesforce Reports and Dashboards (available at O'Reilly Media) David Carnes.  David is founder and chairman of OpFocus, a consulting firm which works with SaaS companies to optimize revenue operations. He is the host of Dashboard Dōjō, the Boston Salesforce Admin Group Leader, a frequent speaker at Dreamforce and other community events, and a Salesforce MVP.

In this session we'll take a close look at reporting features that you should know about. These include Report Types and Custom Report Types, Row Level Formulas on Reports, Joined Reports and their ability to support Cross Block Formulas, Dashboard Filters and Lightning Tables, and the underlying permissions and settings which control all of reporting.  Two of our engaged and excited attendees will win a copy of his book.  


Speaker

  • David Carnes

    OpFocus, Inc.

    Chairman

When

When

Tuesday, July 11, 2023
5:00 PM – 6:00 PM (UTC)

Agenda

5:00 PMWelcome and Announcements
5:15 PMSpecial Guest: David Carnes

Group Leaders

  • Squire Kershner

    Baird

    Community Group Leader

  • Rachel Huntington

    Prolitec

    Community Group Leader

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