Description

Duration

1 Days

6 CPD hours

This course is intended for

Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

Overview

When you complete this course, you will be able to:Work with standard reports.Establish a report building process.Build custom reports using different reporting formats in Lightning.Group and summarize reports in Lightning.Use field filters and filter logic.Add charts and conditional highlighting.Create dashboards in Lightning

This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports.

Introducing the CourseReports Tab, Folders, and Formats

Navigate the Reports Tab to Find Suitable Reports

Create Custom Folders in Classic to be Used in Lightning

Describe the Different Formats of Reports

Run and Modify Existing Reports

Using the Report Builder

Establish a Report Building Process

Navigate the Report Builder

Create Custom Reports Using a Standard Report Type

Use Filters and Filter Logic

Export Your Report

Summarizing Your Data

Understand the Difference Between a Summary and Matrix Report

Use Bucket Fields to Segment Your Data

Use Custom Summary Formulas to Perform Calculations on Your Report Data

Getting More Insight from Your Data

Add Conditional Highlighting to a Report

Create Charts to Display Summary Data

Schedule and Email a Report to Run

Dashboards

Articulate What a Dashboard Is

Understand the Benefits of Creating Dashboards in Lightning

Create a Dashboard Using the Dashboard Builder

Additional course details:

Nexus Humans Salesforce Reporting Fundamentals in Lightning Experience (RPX101) 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 Salesforce Reporting Fundamentals in Lightning Experience (RPX101) 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.

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Salesforce Reporting Fundamentals in Lightning Experience (RPX101)

By Nexus Human

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