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Data Summaries & Snapshots Premiere

Mar 9, 2022, 8:00 – 9:30 PM

Salesforce Nonprofit User Group, San Francisco, United States

Steve Berley, Partner at Left Propeller, will present his open-source solution Data Summaries & Snapshots (DSS), which blends the ideas underlying Reporting Snapshots with the usability of Declarative Lookup Rollup Summaries to create a data analysis tool that’s powerful and easy to configure.

About this event

Analyzing historical data can be a headache. This is especially true when you want to show data trends over time. Salesforce’s Reporting Snapshots can help; but it's a hassle to use and has more limitations than capability. Data Summaries & Snapshots (DSS) takes the ideas behind Reporting Snapshots to a new level. With DSS, you can:

  • Summarize data from any number of sources to the same record giving a comprehensive view at a moment in time.
  • Nearly no limit to the number of child records you can summarize. (Reporting Summaries is limited to 2,000).
  • Control the order in which summaries run, allowing you to build multiple levels of summaries based on previously summarized data.
  • Configuration was inspired by DLRS so easy to setup.
  • Do basics like, count, min, max, and average, as well as more complex operations including oldest/newest values, standard deviations, counting unique values, etc.
  • Ease migrating by allowing easy retro-fitting of some types of old data; as if the tool has been in use for ages.

Speaker

  • Steve Berley

    Left Propeller

    Partner

When

When

Wednesday, March 9, 2022
8:00 PM – 9:30 PM UTC

Agenda

Intros and Announcements
Main Content and Q+A
Hang Back and (Virtually) Network!

Group Leaders

  • Gordon Lee

    Common Sense Media

    Director, Salesforce Solution Architect

  • Jessica Kwok

    Independent Salesforce Consultant

    Leader

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