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.
In addition, some courses are available as live, instructor-led training from one of our partners.
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
Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.
