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Description

Reports & Dashboards Mastery Course

Unlock 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:

  1. Introduction to Salesforce Reports and Dashboards

  2. Custom Report Types and how to create it

  3. How to create a Custom Report and Dashboard

  4. How to create Tabular Reports in Salesforce

  5. How to create Summary Reports in Salesforce

  6. How to create Matrix Reports in Salesforce

  7. Joined Reports in Salesforce

  8. Bucket Fields in Salesforce Reports

  9. Row Level Formula in Reports

  10. Summary Formula Fields in Reports

  11. Manage Dashboards and Reports


Master 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.

What You Will Learn!

  • Salesforce Reports and Dashboards
  • Custom Report Types and Creation
  • Custom Report and Dashboard Creation
  • Report Formula

Who Should Attend!

  • Salesforce Admins
  • Salesforce Developers
  • Salesforce Functional
  • Business Analyst