HOT HOT HOT! Next Level Skills to Make Your Reports Fire!

4:00 PM - 5:30 PM

Salon I & II

Administrators

HOT is Hands On Training. Bring your laptop and get yourself a Dev Org. We'll be Bucketing, Joining, using The Power of One, and adding Fire (well, a fire image icon, anyway) to standard Salesforce Reports

Tailored for administrators, analysts, and users looking to elevate their reporting proficiency, this session will walk you though four Key Learning Objectives, with an overview of the concept, a sample of how it's being used in a real company, and step-by-step instructions to do it yourself during the training.

Bucket Columns:

Demystifying the art of bucketing to categorize and segment data that wouldn't otherwise be grouped together.

Joined Reports:

Understanding the power of joined reports for combining data from different report types.

"The Power of One":

Step-by-step configuration of this simple yet powerful formula that makes it not only possible, but simple, to accurately count records in a summary formula, not rows.

Images:

Guided exercises on incorporating image icons in Reports (and List Views!) to convey information in a quick and visually compelling manner.

Benefits and Takeaways:

Enhanced Reporting Skills: Participants will gain hands-on experience in utilizing advanced reporting features, making them proficient in crafting insightful reports.

Practical Application: Engage in real-world scenarios and practical exercises, ensuring that the learned skills can be directly applied to your organization's reporting needs.

Don't miss this opportunity to elevate your Salesforce reporting skills and take your data analysis to the next level. Join us for an interactive and enriching session that will empower you to harness the full potential of Salesforce for insightful, impactful reporting that is 100% FIRE!

Photo of Chris Ude

Chris Ude

Director of RevOps

Provisions Group

First SED