fbpx

Reporting Fundamentals

////Reporting Fundamentals

Reporting Fundamentals

Course ID: RPT101 2 Days
   

Reporting Fundamentals

Overview

Reporting Fundamentals is a must for all users who need to report on the data managed within their Salesforce instance. The course covers Salesforce’s existing reports as well as the Salesforce reporting toolset, designed to help you customize existing reports and create your own reports. Information on building dashboards and enhancing your reports using formulas and filters is provided to help you analyze your business.

Description

Audience

Reporting Fundamentals is designed for all users, including Sales and Service Managers, business analysts and administrators who need to use Salesforce reports to analyze their data.

Certification

Exam

Investment

Instructor-led / Virtual Instructor-led

Malaysia: MYR1,800
India: USD1,000

PREREQUISITES

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online course.

  • Getting Started: Navigating Salesforce

OBJECTIVES

  • Work with standard reports
  • Establish a report building process
  • Build custom reports using different reporting formats
  • Group and summarize reports
  • Use field filters and filter logic
  • Add charts and conditional highlighting
  • Create dashboards

COURSE CONTENT

Module 1: Reports Tab, Folders and Formats

Module 2: Using the Report Builder

Module 3: Getting more Insight from your Data

Module 4: Dashboards

Module 5: Summarize Your Data

What’s Next

Subscribe to our mailing list for special offers and promotions.

Processing...
Thank you! Your subscription has been confirmed. You'll hear from us soon.
ErrorHere