Realdolmen Education

Details

Introduction to analytics in Salesforce.com: reports and dashboards

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

1 day(s)

Audience

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

Prerequisites

Have a good knowledge of the basic concepts of Salesforce.

Objectives

Utilize the basic and advanced analytic capabilities of Salesforce.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

Description

Salesforce is a complete integrated cloud solution for managing all interactions with your customers and prospects, designed to help your organisation grow and succeed. 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.

Contents

  • Class introduction
  • Overview of Salesforce Object Model
  • Tabular, Summary, Matrix, Join Reports
  • Charts, Bucket Fields, Report Summary Fields, Conditional Highlighting
  • Custom Report Types
  • Dashboards
  • Report & Dashboard Scheduling