Salesforce Reporting Fundamentals in Lightning Experience (RPX101)

1 Days

6 CPD hours

Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

When you complete this course, you will be able to:Work with standard reports.Establish a report building process.Build custom reports using different reporting formats in Lightning.Group and summarize reports in Lightning.Use field filters and filter logic.Add charts and conditional highlighting.Create dashboards in Lightning

This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports.

Introducing the Course

Reports Tab, Folders, and Formats

• Navigate the Reports Tab to Find Suitable Reports
• Create Custom Folders in Classic to be Used in Lightning
• Describe the Different Formats of Reports
• Run and Modify Existing Reports

Using the Report Builder

• Establish a Report Building Process
• Navigate the Report Builder
• Create Custom Reports Using a Standard Report Type
• Use Filters and Filter Logic
• Export Your Report

Summarizing Your Data

• Understand the Difference Between a Summary and Matrix Report
• Use Bucket Fields to Segment Your Data
• Use Custom Summary Formulas to Perform Calculations on Your Report Data

Getting More Insight from Your Data

• Add Conditional Highlighting to a Report
• Create Charts to Display Summary Data
• Schedule and Email a Report to Run

Dashboards

• Articulate What a Dashboard Is
• Understand the Benefits of Creating Dashboards in Lightning
• Create a Dashboard Using the Dashboard Builder

Additional course details:

Nexus Humans Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.