Quickly get up to speed on how to build reports & dashboards on the Salesforce platform
What’s Included in this This Course?
What you’ll learn
- Confidently build Salesforce Lightning reports, ranging from simple to complex.
- Distinguish between the 4 different report formats (tabular, summary, matrix & joined).
- Easily create stunning Salesforce Dashboards.
- Leverage a wide array of report & dashboard features, including bucket columns, dashboard filters, report formulas, and much more.
- Continue your reports practice & (for those that love it) stay up to date on new features.
Course Content
- Welcome & Preparing Your Salesforce Environment –> 5 lectures • 7min.
- Getting Started With Reports –> 3 lectures • 4min.
- Tour the Lightning Report Builder –> 6 lectures • 10min.
- Practice with Tabular & Summary Reports –> 5 lectures • 16min.
- More Practice with Summary Reports –> 2 lectures • 9min.
- Practice with Matrix & Joined Reports –> 6 lectures • 25min.
- Helpful Report Features –> 6 lectures • 22min.
- Advanced Report Features –> 3 lectures • 26min.
- Get Started with Dashboards –> 7 lectures • 28min.
- Course Wrap-Up –> 3 lectures • 5min.
Requirements
What’s Included in this This Course?
This course was made with beginners in mind! If you need to get up to speed quickly on the many features available with Salesforce reports & dashboards, then this is the place for you.
Over the course of 2.5 hours, we’ll cover the essentials you need – and then some – to become a Salesforce reporting (& dashboard-building) superstar.
In addition to learning how to build reports & dashboards, you’ll also find in this course:
- Step-by-step instructions for setting up your own Salesforce environment
- An extra 200 Account data records ready for import – to help make the most of your studies (instructions included)
- Carefully edited lectures: including a combination of slides, screen recordings, and visual prompts/cues
- Quizzes to test your understanding & PDF written instructions for all the different reports we cover (plus extra practice)
***Please note that this course covers Salesforce Lightning Reports & Dashboards. It does NOT cover reports & dashboards in the older, Salesforce Classic interface
Why learn Salesforce Reports?
Salesforce is one of the largest technology companies in the world. Their CRM (customer relationship management) software enables their customers – thousands of companies & nonprofits – to do their business better: through stronger connections with partners, customers, prospects, and more.
Put another way, LOTS of companies use Salesforce. And Salesforce reporting is a cornerstone of that CRM strategy. Those who know how to build reports & dashboards are true power users, who add real value to their teams. And fortunately, Salesforce Reporting is a skill that anyone on the platform can master – with a bit of guided practice.
About Your Instructor
A lady who’s built hundreds of reports, and has supported impact organizations using Salesforce for the past 6 years.