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Description

YOU CAN BE A SALESFORCE REPORTING SUPERSTAR
Are you a Salesforce business user or administrator who wants to get amazing at creating Salesforce reports, list views and dashboards? This course could help you to boost your career, be more efficient at your job and show you how to dazzle your colleagues with your powers of data analysis.
This is your definitive course on Salesforce reporting. We will cover reports, list views and dashboards on the new Lightning platform. There is over
three hours
of content that includes:
Salesforce Reporting Basics
How to mass update records using list views
Next level reporting skills such as formulas, joined reports and historical trending
How to apply your reporting skills to use cases such as task and event management
As a 9 times certified Salesforce application architect and experienced online instructor, I have over 6 years experience helping organisations implement and get the most out of Salesforce. This course is a result of wanting to share all that I know about Salesforce reporting in a visual and engaging way.
Who this course is for:
Salesforce administrators
Salesforce business users
New Salesforce developers wanting to be more familiar with the reporting functionality

What you'll learn

How to be great at using Salesforce Reporting in Lightning

Master list views

Create customised dashboards in Salesforce

Advanced reporting functionality including cross filters and joined reports

See how to put knowledge into practice with use cases

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Introduction
4
1.1-Introduction
1.2-What you can do with Salesforce Reporting
1.3-Understanding your data model
1.4-Get your free developer edition for Salesforce
2-Salesforce reporting basics
11
2.1-What is a Salesforce Report?
2.2-Reporting Navigation
2.3-Creating a new report
2.4-Exporting a Salesforce report to Excel
2.5-Customising report columns
2.6-Filtering your report data
2.7-Grouping your report data
2.8-Creating report charts
2.9-Report Folders and Permissions
2.10-Subscribing to Reports
2.11-Reports Practice Test
3-List Views
3
3.1-Introduction to List Views
3.2-Creating and modifying list views
3.3-Mass editing with list views
4-Dazzle with Dashboards
3
4.1-Introduction to Dashboards
4.2-Creating and Editing Dashboards
4.3-Dashboard Filters
5-Use Case Exercise: Task management for the team
1
5.1-Use Case Exercise: Task management for the team
6-Salesforce Reporting - The Next Level
9
6.1-Bucket Fields - Categorise report values
6.2-Conditional Formatting
6.3-Cross Filters in reports
6.4-Custom Report Types
6.5-Joined Reports
6.6-Row Level Formulas
6.7-Summary Level Formulas
6.8-Historical Trend Reports
6.9-Reporting Snapshots
7-Use Case Exercise: Event Management
1
7.1-Use Case Exercise: Event Management