Introduction to Salesforce.com Analytics - Building Reports and Dashboards

1 Days

6 CPD hours

New administrators, business analysts or report writers who are new to creating reports or dashboards within 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 functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards.

This course is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of Salesforce.

Introductions / Login to Training Orgs

Overview of Salesforce Object Model

Tabular, Summary, Matrix, Join Reports

Charts, Bucket Fields, Report Summary Fields, Conditional Highlighting

Custom Report Types

Dashboards

Report & Dashboard Scheduling

Additional course details:

Nexus Humans Introduction to Salesforce.com Analytics - Building Reports and Dashboards training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.