In today’s age of digital transformation, leveraging data efficiently and effectively is imperative for associations looking to deliver consistent value to their members. We often work with clients leveraging platforms such as Salesforce and Fonteva, which are tools that offer a wide range of functionalities and customization when it comes to reports and dashboards.
For some readers, you might remember a previous blog post by fusionSPAN titled Falling in Love with Salesforce Reports that showed exactly how to set up a Salesforce report. It covered questions to consider before creating a report and showed an example of a report that an association would use. Let’s dig a little deeper into the Fonteva platform and explore some key topics for associations to consider when leveraging the reports feature within their Salesforce org.