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By: Tag: Reports + Dashboards

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Socializing Your Ideas with Laurie Dusko

This week on the Salesforce Admins Podcast, we’re joined by Laurie Dusko, the Product Owner of Salescloud at Wiley, for the third and final episode recorded live from the Salesforce Worldtour in New York City. We learn how she balances immediate needs with longterm goals, and how she’s creating a team of super users to […]

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Into a Consultant’s Mindset With Jene Fuller

On this episode of the Salesforce Admins Podcast, we talk to Jene Fuller, Salesforce Consultant for UPS. This is the next in a series of episodes recorded live from the Salesforce Worldtour in New York City. We learn how her developer and business analyst background have combined to make her into the awesome admin she […]

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Salesforce For Good: Jason Wurtz

The Salesforce Admins Podcast is back with another episode of our mini-series, Salesforce for Good, hosted by Marc Baizman, Senior Admin Evangelist at Salesforce and nonprofit veteran. For this episode, we’re talking to Jason Wurtz, Pro Bono Content Specialist at Salesforce.org, who helps nonprofit and education customers get assistance from a Salesforce employee.  Join us […]

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Lightning Champions Spotlight: Zarina Varley Scott

Today on the Salesforce Admins Podcast, we have Zarina Varley Scott, Lightning Champion and Technology and Project Manager at Imperial Capital. This episode is part of a six-part series, the Lightning Champions Spotlight, hosted by Kelly Walker, Senior Adoption Consultant at Salesforce. We’ll talk to some amazing guests to find out about their career journey, […]

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Learn MOAR in Winter ’20 with Reports and Dashboards

Discover Winter ’20 Release features! We are sharing five release highlights for Admins (and Developers), curated and published by Salesforce product experts, as part of Learn MOAR. Complete the trailmix by October 31, 2019 to get a special community badge and unlock a $10 contribution to FIRST®. Admins build tons of reports and dashboards, and […]

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The Ultimate Guide to Report Types With Evan Ponter

Today on the Salesforce Admins Podcast, we talk to the man behind the Ultimate Guide to Report Types and the Ultimate Guide to Report Types Part 2—Evan Ponter, CRM Product Manager at Hostelling International USA.  Join us as we talk about all the ins and outs of reports, how to avoid constantly remaking reports, and […]

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Salesforce for Good: Zachery Tapp

Today on the Salesforce Admins Podcast, we’re hosted by special guest, Marc Baizman. Before becoming a Senior Admin Evangelist at Salesforce, Marc worked at Salesforce.org and in the nonprofit world. In our mini-series, Salesforce for Good, we’ll explore all the different ways Salesforce is used in the nonprofit world, and meet the folks who are […]

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Build Powerful Reports with Custom Report Types ?

Reports & Dashboards are a powerful way to understand and visualize your data, and our reporting starts with Report Types. When you create a report in Salesforce, you first select the type of report you will create. Often the standard report types will meet your reporting needs, however sometimes we run into reporting limitations with […]

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