Salesforce® Reporting: Creating Complex Reports and Maximizing Data Accuracy
- Recorded Wednesday, September 9, 2020
Report creation is not always as easy as flipping the switch. Organizations want information beyond basic summary reports. The ability to generate advanced, intricate, and analytical reports is critical for organizations. With multiple data sources, report-building can be complex. Join Aplusify as we explore:
- How to timely process data without any legacy disruptions.
- Learn more about the role of data in report making.
- Ways to manage subscriptions through reports.
- Necessary steps to maintain clean data.
By attending this session, you’ll learn:
- The role of data migration in report making.
- Challenges that arise during report creation.
- How to use standard reports provided by third-party applications such as Fonteva.
Who should attend:
- Executive Director
- Chief Information Officer
- Chief Technology Officer
- Chief Finance Office
- Finance Directors
- IT Directors
- Salesforce Administrator
- Salesforce Superusers
- CMS/CRM Consultant
- Database Specialist
- Marketing Directors
- Membership Directors
Speakers/Moderators
Neeraj Garg, Aplusify
Connect on LinkedIn
Neeraj Garg is the Chief Operating Officer at Aplusify. For 20 years, he has worked alongside a multitalented team to help associations and nonprofits drive digital transformation within their organization, enabling them to be more innovative, agile, and donor/member-centric. As Aplusify’s COO, he leads an internal task force that shares lessons learned, best practices, and practical applications that specifically relate to associations and nonprofits.
About Aplusify
Aplusify provides associations, nonprofits, and higher education institutions with the capability and capacity to maximize their Salesforce platform. Our team of Salesforce-certified experts alleviates the technical weight of implementing and managing Salesforce so you can focus on strategy and organizational mission. Find out how we can save you time, money, and stress with our Salesforce Managed Services.
