Everyone is putting data into Salesforce, but how do you retrieve and analyze that data? In this hands-on training, we’ll showcase a framework for building custom report types that can serve as a foundation for report requests. There are some key features that enable incredible flexibility to reference all the desired data points and filter data sets accordingly. Unlocking this deep understanding of the standard reporting features will allow you to quickly generate analytics without any tedious workarounds. We’ll tackle a few example report requests that showcase how all of these features work together. Come ready with a sandbox environment to build in. By the end of the session, you’ll have a working example of a custom report type that you can reference for any future endeavors.
