SF Welly: Moving Toward Mastery: Report and Dashboard Features You Should Know - Wed 10 June 12 noon

Salesforce User Group, Wellington, New Zealand
Wed, Jun 10, 2020, 12:00 PM (NZST)

Check out what happened

About this event

Meeting Wrap Up

Thanks everyone for dialling in today for another great SF Welly virtual meeting. David's slides are shared below, and also check out the Zoom photos.  Please check below for a long list of virtual sessions you can attend. 
A special plug for a new NZ event that's just been announced... Davanti are hosting a Click vs Code virtual showdown, Thurs 25 June 4-4.45pm NZT: https://www.davanti.co.nz/what-davanti-consultants-are-thinking/clicks-versus-code-webinar/ 

See you next week.....Anna

David Carnes: Moving Toward Mastery: Report and Dashboard Features You Should Know

Hi everyone

Join us for our weekly Wednesday midday Salesforce Wellington Community group virtual meeting, Wed June 10th at 12 noon, featuring the well-known David Carnes. 

David Carnes hails from Boston, and he is Founder and CEO of OpFocus, Inc. a business operations consulting firm that works with SaaS companies. He has been consulting and teaching on Salesforce since 2005. David regularly speaks, runs workshops around the world, and tweets, on Reports and Dashboards, has 7 Salesforce certifications and is a Lightning Champion.

We warmly welcome all from the worldwide Salesforce Ohana to our weekly virtual meetings.

Here's what to expect from David in this session:

"There are tools in the reporting toolbox that are often left unused. Mastering the full range of reporting options is critical for Report and Dashboard creators, as it is through the combination of features that we truly can produce the most powerful reporting solutions! In this session we will explore the purpose and use cases for Groupings, Conditional Highlighting, Summary Formulas, Joined Reports, Historical Trending Reports, Lightning Tables, Dashboard Filters and Embedded Analytics. We'll introduce a business scenario, discuss how each feature can solve the scenario, and demo the solution. By understanding these features, you can begin combining concepts and truly mastering Reports and Dashboards."

I'm looking forward to welcoming David to our Wellington Ohana - he had been planning to visit New Zealand for Kiwi Dreaming, and is still keen to visit in the future.

The meeting info with Zoom link will be sent out to those that are registered, 30 minutes prior to the meeting start. You may need to check your spam folder for the email.

** PLEASE CHECK SPAM FOR ZOOM MEETING LINK! Note there will not be a valid Zoom link in your original registration confirmation**

Upcoming Dates 

(NB: our weekly meetings will proceed throughout June and July, some weeks are still to be finalised)

Wed 10 June 4pm NZT Virtual Circle of Success: A Framework to Conquer Your Data Quality Blues - https://register.gotowebinar.com/rt/4200721964189212162

Wed 17 June 12 noon - SF Welly's weekly virtual meeting, we are hosting Salesforce ANZ CEO Pip Marlow for Q&A: https://trailblazercommunitygroups.com/events/details/salesforce-wellington-nz-community-group-presents-sf-welly-welcome-pip-marlow-salesforce-anz-ceo-for-qa-12-noon-wed-17-june/

Wed 17 June 4pm NZT Virtual Circle of Success: Drive Einstein Analytics Adoption - https://register.gotowebinar.com/rt/837789784350739969

Thurs June 26 (but in all likelihood Fri June 27 here in NZ!), TrailheaDX, virtual one day event: https://www.salesforce.com/trailheadx/ **REGISTRATION NOW OPEN**

Links to Note

Trailhead Live: Make sure you check out https://trailhead.salesforce.com/live/ - there is a lot of great content broadcast live, then available on demand, some in NZ-friendly times! Recent items to check out are Low Code Love and Trailhead News. Watch out for live trivia sessions on the schedule too!

Virtual Dreaming: http://virtualdreamin.com/ Although this event has now completed, keep an eye out for the recorded sessions, many were excellent, in particular those on the special architect track, and presented by CTAs, or near CTAs. These are slowly being uploaded to their YouTube channel: https://www.youtube.com/channel/UCXk5YIxoQ3KaZT331q3SayQ/videos

Great News...Free Certification Prep Days are Back!

This is copied from Fiona Coote's post on the Success Community...

APAC FRIENDLY TIMES DETAILED BELOW (but link to all: https://pub.s7.exacttarget.com/ryqkengawga)

Preparation for Your Administrator Certification

13 JULY 2020 - 3.30pm - 8.30pm NZT Registration URL: https://help.salesforce.com/LA_ShoppingCart?id=a1y0M000000yK3V

Preparation for Your Platform App Builder Certification

14 JULY 2020 - 3.30pm - 8.30pm NZT Registration URL: https://help.salesforce.com/LA_ShoppingCart?id=a1y0M000000yK3a

Preparation for Your Platform Developer Certification

15 JULY 2020 - 3.30pm - 8.30pm NZT Registration URL: https://help.salesforce.com/LA_ShoppingCart?id=a1y0M000000yK3f

Preparation for Your MC Email Marketers Certification

20 JULY 2020 - 3.30pm - 8.30pm NZT Registration URL: https://help.salesforce.com/LA_ShoppingCart?id=a1y0M000000yK3u

Join Salesforce at APAC Camp Success Getting Started June 16-18!

Are you a new Salesforce customer or looking to revisit the fundamentals of success? Are you looking for best practice guidance focused on getting started? Then please join us at our virtual Camp Success Getting Started event coming up in June.

You will be able to connect with our Salesforce Success experts who will provide you with practical advice, tips and tricks and resources to accelerate your time to value!

With this 3 part series, you can tailor your learning journey to your interests or attend the whole experience. Two session times available each day.

Day 1 | Tuesday June 16 : Sales Cloud

Manage data effectively and customize Salesforce to align with your business processes and enhance your sales user experience.

Learn more and register: https://bit.ly/CampSuccessDay1

Day 2 | Wednesday June 17 : Service Cloud

Get setup quickly to move your business forward and improve your operations with Reports & Dashboards.

Learn more and register: https://bit.ly/CampSuccessDay2

Day 3 | Thursday June 18 : Marketing Cloud

Create personalised emails at scale and enhance your Content Marketing with Social Studio.

Learn more and register: https://bit.ly/CampSuccessDay3

I am working with scheduling other speakers as well for future meetings, if there is someone or specific content that you would be interested in, then please reach out to me. We may also schedule further virtual meetings with no formal content planned, if this is something you would also be interested in, let me know!

Thanks for your continuing support, and I look forward to connecting virtually. Please feel free to contact me for any reason, I am happy to continue to support our local SF Welly Ohana, to chat, have virtual coffee, provide advice on Salesforce, careers, Trailhead, certifications, introductions, all the usual! Just virtually for now :)

You can reach me at: anna.loughnan@trailblazercgl.com

Kia kaha... Anna Loughnan

Featured Presentation


  • David Carnes

    David Carnes



    David Carnes is Chairman & Chief Evangelist at OpFocus, Inc. David has been teaching and consulting on the Salesforce platform since 2005. He hosts Dashboard Dōjō, a free monthly training open to all in the Salesforce community. David is a Platform Champion and recent addition to the Salesforce MVP program. You can learn more about him and his work at his website www.dashboarddojo.com

    Read More

  • Group Leader

  • Anna Loughnan

    Anna Loughnan

    Ministry of Health NZ


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