Скачать или смотреть LlamaSite and HandsOn Connect CMS Part 6: Corporate and Community Dashboards with data metrics

Part 6 of our Training Series explores dashboard features designed for corporate and community partners. Learn about the capabilities of HandsOn Connect and LlamaSite products, and enable external users to interact with your Salesforce data. We also delve into data summarization techniques using Salesforce Rollup, Apex, and third-party tools like Declarative Rollups. Additionally, we discuss best practices for triggering flows in Salesforce. Join our engaging and informative webinar to enhance your dashboard skills!

Our speaker demonstrates a previously built donor metrics and donations dashboard, explaining various data aggregation and display methods, including listing blocks, summarization approaches, and display options. They also introduce the corporate module, a tailored solution for corporate partners that offers access to employee activities, company engagement metrics, and the ability to download data and request service projects.

LlamaSite: https://llamasite.com/
HandsOn Connect: https://www.handsonconnect.com/

Video timeline:
1:46 What is the Corporate Module
2:26 Some Assumptions
3:11 What we will be covering in this Webinar
4:16 Donor Dashboard
9:00 Corporate Module
31:17 Summarizing data methods