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Explore the Reporting API: How to combine 10+ objects into a custom report

Aug 19, 2022, 1:00 – 4:00 AM

While we love the flexibility and power of reporting in Salesforce, there are limits to how many report types can be combined and how to visualize grouping across objects. Join Niki Vankerk for a dive into the Reports Namespace with Apex.

About this event

While we love the flexibility and power of reporting in Salesforce, there are limits to how many report types can be combined and how to visualize grouping across objects.

Join Niki Vankerk for a dive into the Reports Namespace with Apex. Walking through an example with an agricultural product broker, see how we can combine 10 objects to view a table of Inventory levels by product from purchase, receipt, transfer and delivery to the end customer. Using Reports classes we can take a configurable set of Salesforce reports and combine them into a single page view. Groupings, filters and totals can be changed with clicks and not code. See options for viewing in Salesforce as well as exporting and sending an Excel version by email to external users. The same data and functionality is available in the Reports/Dashboard REST API.

Speaker

  • Niki Vankerk

    Vankerk Solutions

When

When

Friday, August 19, 2022
1:00 AM – 4:00 AM UTC

Group Leaders

  • Pei Huang

    Leader

  • Savio Jose

    Groundswell Cloud solutions

    Community Group Leader

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