Salesforce® Reporting: Creating Complex Reports and Maximizing Data Accuracy
Date: Wednesday, September 9
Time: 1:00 PM ET
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
Speaker:
Neeraj Garg, Aplusify, COO
For 20 years, Neeraj has worked alongside a multi-talented 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. With 200+ developers by his side, Neeraj provides clients with the resources and capacity to power up their teams.