Salesforce for Reports & Dashboards (Classic) Course



Course Details:

Length: 1 day

Price: Private Group Training Only

Group Price: Request Quote

Course Features:

Live Instructor Teaching

Certificate of Completion

Courseware: Print

Hands-On Learning?: Yes

Software Lab Included?: No

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location or Our Labs

Onsite for Teams

Group Teams
@ Your Organization

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Course Overview

This class is delivered by a live instructor and is specifically designed to teach administrators, business analysts, or report writers' how to utilize the basic and advanced analytic capabilities of Salesforce.

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 functionalities such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters, and building custom report types. Finally, students will learn how to create and run dashboards, and schedule and email reports and dashboards.


Course Notes

This course will cover the Classic version of Salesforce. Course available for private group training only. Salesforce Classic is a legacy version. We offer public classes for the new version, Lightning only.

You must provide the software and lab environment for this course.

Knowledge Prerequisites

Salesforce.com for Sales Representatives (Classic)


Course Topics

Registration:

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