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.
Vankerk Solutions
Niki is an independent consultant focused on Salesforce implementations since 2002, watching Salesforce move from your basic contact list to the amazing labyrinth of clicks and code options we see today. She taught herself Apex and Visualforce when it was first released and pretends she can keep up with all the changes ever since. She loves to mentor and help others develop their skills whil…
Niki is an independent consultant focused on Salesforce implementations since 2002, watching Salesforce move from your basic contact list to the amazing labyrinth of clicks and code options we see today. She taught herself Apex and Visualforce when it was first released and pretends she can keep up with all the changes ever since. She loves to mentor and help others develop their skills while also working with diverse clients across North America from her home in small town Western Canada with a wife and 6 year old son. In her spare time she has become an expert in sorting Legos.
Groundswell Cloud Solutions
Leader
