Introduction to Salesforce.com Analytics - Building Reports and Dashboards

Description

Duration

1 Days

6 CPD hours

This course is intended for

New administrators, business analysts or report writers who are new to creating reports or dashboards within Salesforce.

Overview

A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards.

This course is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of Salesforce.

Introductions / Login to Training OrgsOverview of Salesforce Object ModelTabular, Summary, Matrix, Join ReportsCharts, Bucket Fields, Report Summary Fields, Conditional HighlightingCustom Report TypesDashboardsReport & Dashboard Scheduling

Additional course details:

Nexus Humans Introduction to Salesforce.com Analytics - Building Reports and Dashboards training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Introduction to Salesforce.com Analytics - Building Reports and Dashboards course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.