Take Your Salesforce Reporting to the Next Level

Most of us achieve good-enough when creating reports & dashboards in Salesforce. In this session, we’ll focus on how to take your reporting to the next level! Instead of clicking through feature demos, we’ll discuss best practices, techniques, and areas of knowledge that are essential in creating world class analytics. We’ll start out by putting “First Things First” and then cover how to react “When Someone Asks for Reporting.” From there we’ll go over ways to optimize “How Things Appear” in reports and dashboards, and finally, step through “Actions You Can Take” to improve on your reporting.


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