Salesforce Reports and Dashboards in Lightning Experience


Course Number: SF-118

Duration: 1 day (6.5 hours)

Format: Live, hands-on

Salesforce Reports and Dashboards Training Overview

This Salesforce Reports and Dashboards in Lightning Experience training course teaches administrators, business analysts, and report writers how to get the most out of the basic and advanced analytic capabilities of the Salesforce Lightning Report Builder. Students learn the Salesforce object model and how to create and secure reports and dashboards.

Location and Pricing

Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

Objectives

  • Create tabular, summary, matrix, and join reports
  • Use advanced reporting functionality including charting, report summary fields, bucket fields, conditional highlighting, advanced report filters, and custom report types
  • Create and run dashboards and schedule and email reports and dashboards

Prerequisites

No prior experience is presumed.

Outline

Expand All | Collapse All

Introduction/Login to Training Orgs
Overview of Salesforce Object Model
Report Types
  • Tabular/Summary/Matrix/Join Reports
• Customizing Reports
  • Filtering/Charts/Bucket Fields/Report Summary Fields/Conditional Highlighting
Custom Report Types
Dashboards
Report and Dashboard Scheduling
Conclusion

Training Materials:

All Salesforce training students will receive comprehensive courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class as the class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. It is recommended by Salesforce to use Chrome as the browser for Salesforce.



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