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Enroll in our Salesforce Reports and Dashboards – Beginner Crash Course to master the art of creating insightful reports and interactive dashboards in Salesforce, and unlock the potential of your Salesforce data.
Course Price:
Original price was: £194.00.£19.99Current price is: £19.99.
Course Duration:
2 hours, 5 minutes
Total Lectures:
42
Total Students:
46
Average Rating:
5
Join our "Salesforce Reports and Dashboards – Beginner Crash Course" and embark on a journey to harness the full potential of Salesforce's reporting and dashboard capabilities. Whether you're a novice or a beginner, this course will provide you with the essential knowledge and skills to create and utilise powerful reports and dashboards within the Salesforce platform.
What Will You Learn?
- Prepare your Salesforce environment for effective report and dashboard creation.
- Navigate the basics of Salesforce reports.
- Tour the Lightning Report Builder, a user-friendly report creation tool.
- Gain hands-on experience with tabular and summary reports.
- Practice creating matrix and joined reports for more advanced data analysis.
- Explore helpful report features to enhance your reporting capabilities.
- Dive into advanced report features for in-depth data insight.
- Get started with creating interactive and insightful dashboards.
- Wrap up the course with a solid understanding of Salesforce's reporting and dashboard functionality.
Who Should Take The Course?
- Salesforce beginners and newcomers.
- Sales and marketing professionals seeking to maximise their Salesforce reporting skills.
- Small business owners and entrepreneurs utilising Salesforce for customer management.
- Anyone wanting to enhance their proficiency in Salesforce reports and dashboards.
Requirements
- Access to a Salesforce environment (a free trial version is available).
- Basic computer and internet skills.
- A desire to learn and optimise Salesforce's reporting and dashboard capabilities.
Course Curriculum
-
- Quick Course Overview 00:01:00
- Troubleshooting Verification for Microsoft Emails 00:00:51
- Sign Up for A Developer Org Optional 00:01:00
- Import Account Records Optional 00:02:00
-
- What Is a Salesforce Report 00:01:00
- The Difference Between Reports List views Dashboards 00:01:00
- Finding the Reports Tab 00:01:00
- Choose a Report Type 00:01:00
- Report Builder Filter Pane 00:01:00
- Report Builder Outline Pane 00:01:00
- The 4 Different Kinds of Reports 00:01:00
- Build a Tabular Report with row limit 00:05:00
- Build a Summary Report 00:05:00
- Add a Report Chart 00:02:00
- Recap from Assignment 00:06:00
- Bucket Columns 00:01:00
- Unique Count 00:02:00
- Conditional Formatting 00:03:00
- Grouping Dates 00:03:00
- The Report Run Page 00:04:00
- Building a Dashboard 00:11:00
- What is a Salesforce Dashboard 00:01:00
- Dashboard Filters 00:04:00
- Building continued line charts 00:02:00
- Interacting with Dashboards 00:03:00
- Dashboard Component Setup 00:03:00
- Dashboard Properties 00:01:00
- Order Certificate 00:05:00
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