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Expand the Report Builder with Custom Report Types

Salesforce User Group, Rochester, United States
Wed, Jan 27, 2021, 4:00 PM (EST)

About this event

The Salesforce Report Builder provides Admins with an easy way to create reports and is easy to extend based on your exact needs. Join us along with our guest host Aiden Martin from Cloud for Good as he demonstrates how to create Custom Report Types to create new report templates for you and your users. He’ll show how to extend the functionality of the Report Builder by using Custom Report Types to create your own report joins, rename column headers, create exception reports, replace cross-object formulas, and more.

We'll be using Google Meet for this.  Details below:

Meeting ID

meet.google.com/qsq-arnn-hnf

Phone Numbers

(‪US‬)

‪+1 650-781-0644‬

PIN: ‪619 497 314#‬

Speaker

Group Leaders

  • Ann Hitchcock-Schwab

    Ann Hitchcock-Schwab

    ADP

    Leader

  • Monica Doyle

    Monica Doyle

    Benefit Resource, Inc.

    Leader

  • Teja Sabbineni

    Teja Sabbineni

    Community Group Leader

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