Salesforce Reports & Dashboards in Lightning Experience (SP-RPX101)
Guaranteed to Run
Price
$900.00
Duration
1 Day
Delivery Methods
Virtual Instructor Led Private Group
Delivery
Virtual
ESTDescription
Objectives
Content
Course Description
In this course, students will learn how to utilize the basic and advanced analytic capabilities of the Salesforce Lightning Report Builder.
Course Objectives
- Introductions / Overview
- Set up a Practice Site
- List Views
- Report Folders and Report Security
- Tabular Reports
- Summary Reports
- Matrix Reports
- Report Filters
- Report Charts
- Bucket Fields
- Custom Summary Fields
- Exporting Report Data
- Custom Report Types
- Subscribing to Reports
- Joined Reports
- Dashboards
Who Should Attend?
Salesforce Administrators, Business Analysts, and Report Writers
Course Content
Module 1: Introduction & Setup
- Introductions / Overview
- Set up a Practice Site
Module 2: Report Fundamentals
- List Views
- Report Folders and Report Security
- Tabular Reports
- Summary Reports
- Matrix Reports
- Report Filters
- Report Charts
Module 3: Advanced Reporting
- Bucket Fields
- Custom Summary Fields
- Exporting Report Data
- Custom Report Types
- Subscribing to Reports
- Joined Reports
Module 4: Dashboards
- Dashboards
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