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Webinar on Demand

Getting Started: How to Use HEDA Reporting for Better Insights

Higher Ed institutions use data to make meaningful decisions. In this webinar recording, we’ll review how to select the right Salesforce report type to ensure you’re capturing the data you need. We’ll start by reviewing standard Salesforce reporting, then move into the HEDA-specific reports by looking at how reporting works with the objects in the package. Finally, we’ll review how to select the right Salesforce report type to ensure you’re capturing the data you need.

Watch to learn:

  • How to extract data from standard Salesforce reports and dashboards
  • When and why to use the various report types in Salesforce to view the same data in different ways
  • How to create and customize reports in HEDA

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