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Become a Salesforce reporting superstar
859 students
Become a Salesforce reporting superstar
The definitive course on how to use Salesforce Reports, List views and Dashboards
Created byHaoming Yau
Last updated 4/2021
English
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
Explore related topics
Course content
7 sections • 31 lectures • 3h 25m total length
Requirements
- Sign up for a free Salesforce developer edition (instructions provided in course)
- Be familiar with what Salesforce is
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