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By: Tag: Data + Analytics

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How I Fell in Love with Tableau with John Demby

This week on the Salesforce Admins Podcast, we talk with John Demby, Lead Creative Strategist at Tableau. Join us as we talk about how Tableau got its start with Pixar, the amazing things people are doing on Tableau Public, and how to start tinkering with this powerful tool today. You should subscribe for the full episode, […]

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TDX Tuesday: Build Reports Lightning Fast

Hey #AwesomeAdmins! Every Tuesday this month, we will talk about the awesome TDX sessions we saw last month. We realize you may not have a whole day to set aside for learning, but we bet you can find 30 minutes this week (and next week, and maybe the week after that!). ? Admin Episode: Build […]

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Overview of the Lightning Report Builder

The Lightning Report Builder is powerful, and there is so much functionality available to you and your users. Let’s review the Lightning Report Builder interface in detail to uncover some of those hidden gems ? ! We’ll use a sample Opportunity Pipeline report as an example to walk through and highlight some of the useful […]

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Advanced Reporting Features for New Admins

We all know that a CRM is only as good as the data it holds. However, getting that data into a format that is easily accessible and discernable is not always easy. Having a solid understanding of the numerous reporting features and best practices that are available to us is an important part of any […]

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Admin Best Practices: Reports and Dashboards

No matter where you are in your #AwesomeAdmin journey, you’ve no doubt learned that reports and dashboards are a fundamental part of your business. But if you’re newer to learning how to build reports, you may have questions. You may be wondering about best practices or the most effective way to display data. Well, thanks […]

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