Reporting and Integrations
Wilhelmina Aumann and Dylan Watkins' Project
The first part of this project explores the depth of the reporting tools in Salesforce.
If you are already familiar with navigating the RAMS org interface, you may skip the first chapter.
The second part of this project will produce a Proof-of-Concept integration with one or more third party services. At this time, this part is in the exploration stages. I expect to use Apex and Callout features in Salesforce to link to our GiveCampus sandbox API.
Configure Org Nav Bar
Welcome to RAMS! Upon logging in, you will be redirected to the Salesforce org home screen. It ma...
Build First Report (Demo)
Guided exercise to show report-building skills with an example. STL Report Type Objects Fields Re...
Build First Report (Definitions & Notes)
Basic skills to use on any report.
Summarize in Reports
Advanced Report Filtering
Filter Logic By default, multiple filters on a report are combined with AND, meaning a record mu...
Advanced Report Grouping
Advanced Report Formulas
Final Notes on Reporting
concepts that don't fit into any previous categories