Reports 101 – Study Guide & Slide Deck

In the Spring of 2015, I had the privilege to participate in a Girlforce (now Amplify) study group. The study groups are made up of women in the non-profit sector and two volunteer coaches.

Each week a different group presented all the info thought needed on a specific topic to pass the Salesforce Administrator Certification (CRT-101).

Yes, these are very dense slides, but I didn’t want anyone to fail their exam because I forgot a critical detail!  You can download the slides here.

 

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Bailey Bones perched on the edge of his seat – he can’t wait to learn about reports!

 

Manage Campaign Members in Lightning

Campaigns are a flexible, native object that allow you to track your engagement efforts and performance in Salesforce. You can customize the Campaign Member Status values to suit your specific business needs. You can also add, update, and remove Campaign Members to track specific engagements.

This post is the third in a series of three blog posts about Salesforce Campaigns in Lightning. The second post, Customize Campaigns in Lightning, covered how to customize Campaigns in Salesforce for the Lightning admin. This post will provide detailed instructions for how to configure Campaigns Member Status values and Manage Campaign Members in Salesforce Lightning. If you’re interested in an overview of Campaigns in general, I suggest you start with the first post in this series, Salesforce Campaigns in Lightning. Continue reading if you’re ready to get hands on.

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Customize Campaigns in Lightning

Campaigns are a flexible, native object that allow you to track your engagement efforts and performance in Salesforce. The great thing about Salesforce Campaigns is you can customize the fields and page layouts to fit your needs. Lightning has changed the ways we Interact with Campaigns, Setup, and especially page layouts.

This post is the second in a series of three blog posts about Salesforce Campaigns in Lightning. This post will provide an overview of how to customize Campaigns in Salesforce for the Lightning admin. If you’re interested in an overview of Campaigns, I suggest you start with the first post in this series, Salesforce Campaigns in LightningThe third post, Manage Campaign Members in Lightning, walks you through how to manage Campaign Members step-by-step. 

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Salesforce Campaigns in Lightning

Campaigns are a flexible, native object that allows you to track your engagement efforts and performance in Salesforce. A lot of the resources out there still refer to the Classic UI but Lightning has changed the ways we Interact with Campaigns. This blog post will provide an overview of Campaigns in Salesforce for the Lightning user.

This post is the first in a series of three blog posts about Salesforce Campaigns in Lightning. The second post, Customize Campaigns in Lightning, will cover in more detail how to customize campaigns, and the third post, Manage Campaign Members in Lightning, walks you through how to manage Campaign Members step-by-step.

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Custom Report Types: Why do I love thee? Let me count the ways…

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Have you ever wanted to report on something only to realize you’ll likely have to write three processes and a few formulas to get there? Have you already written those processes and formulas? Is your org in danger of maxing out all its cross-object relationship reference limits? Are you about to write some more right now? STOP! Custom Report Types can solve many of your cross-object reporting problems with just a few clicks! Continue reading →