Stony Point has developed this virtual training course to provide students with the skills and abilities to utilize the basic and advanced analytic capabilities of Salesforce. This virtual course is taught by a live instructor who will lead students through exercises to create a tabular, summary, matrix, and join reports. Further, all participants of this 1-day training course will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters, and building custom report types, as well as how to create and run dashboards and schedule and email reports and dashboards. All course participants will receive a practice learning environment during hands-on exercises in the course. Once the course has been completed, students may keep and continue to use this learning environment indefinitely without any additional fee.
The content of this training course includes, but is not limited to, the following:
- 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
- Report & Dashboard Scheduling
Who is this course for?
This course is best suited for those seeking to utilize the basic and advanced analytic capabilities of Salesforce. Specifically, this course is aimed at the following professionals:
Report writers new to creating reports or dashboards within Salesforce