Salesforce Reports and Dashboards in Lightning Experience

SF-118 (1 Day)
Request Pricing for Salesforce Reports and Dashboards in Lightning Experience

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 courses are taught as private, customized training for groups of 3 or more at your site. In addition, we offer live, private online training for teams who may be in multiple locations or wish to save on travel costs. To receive a customized proposal and price quote for private on-site or online training, please contact us.

Salesforce Reports and Dashboards Training Objectives

All students will be able to:

  • 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

Salesforce Reports and Dashboards Training Outline

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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
Request Pricing for Salesforce Reports and Dashboards in Lightning Experience
Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

SF-118

Duration:

1 Day

Prerequisites:

No prior experience is presumed.

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.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

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