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Salesforce Reports & Dashboards – Beginner Crash Course 2022

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

Course Content

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:

***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.