Salesforce Report Wizardry: Unleash The Power Of Data

Salesforce Data Dynamics

What you'll learn

Salesforce Reports and Dashboards

Custom Report Types and Creation

Custom Report and Dashboard Creation

Report Formula

Requirements

Basic Salesforce Platform Knowledge

Description

Reports & Dashboards Mastery CourseUnlock the power of Salesforce reporting in our comprehensive Reports & Dashboards Mastery course. Designed for both novices and seasoned professionals, this course promises a deep dive into the intricate world of Salesforce data analytics. From the foundational elements of data structure to the nuanced art of dashboard design, each module is tailored to provide actionable insights.The course will mainly contain below topics:Introduction to Salesforce Reports and DashboardsCustom Report Types and how to create itHow to create a Custom Report and DashboardHow to create Tabular Reports in SalesforceHow to create Summary Reports in SalesforceHow to create Matrix Reports in SalesforceJoined Reports in SalesforceBucket Fields in Salesforce ReportsRow Level Formula in ReportsSummary Formula Fields in ReportsManage Dashboards and ReportsMaster the techniques to transform vast data repositories into visually compelling and insightful narratives. Engage in a series of hands-on exercises that mimic real-world challenges, ensuring you're not just learning but applying those lessons in practical scenarios. Discover best practices, explore advanced features, and delve into strategies that can make your reports a vital tool for decision-making in any organization.Beyond just mechanics, we emphasize the importance of storytelling in data presentation. Understand how to weave numbers into narratives that resonate, influence, and drive action. With our industry-experienced instructors, interactive sessions, and a rich resource library, you're set for a rewarding learning experience.Stay curious, participate actively, ask questions, and most importantly, enjoy the process of discovery. Let's transform how you see, interpret, and utilize data.Embark on this journey with us to harness the true potential of your Salesforce data, and emerge as a sought-after reporting maestro in your organization.

Overview

Section 1: Introduction

Lecture 1 Introduction to Salesforce Reports and Dashboards

Section 2: Report/Dashboard Customization

Lecture 2 Custom Report Type | Create a Salesforce Report

Lecture 3 Tabular, Summary, and Matrix Reports

Lecture 4 Joined Reports in Salesforce

Lecture 5 Bucket Fields in Reports

Lecture 6 Row Level Formula in Salesforce Reports

Lecture 7 Summary Formula Fields in Reports

Lecture 8 Manage Dashboards and Reports

Salesforce Admins,Salesforce Developers,Salesforce Functional,Business Analyst