Salesforce Reports & Dashboards - Beginner Crash Course

Quickly get up to speed on how to build reports & dashboards on the Salesforce platform
4.65 (65 reviews)
Udemy
platform
English
language
IT Certification
category
Salesforce Reports & Dashboards - Beginner Crash Course
214
students
2.5 hours
content
Feb 2024
last update
$44.99
regular price

Why take this course?

🎉 Salesforce Reports & Dashboards - Beginner Crash Course 📈


What's Included in this Course?

This course is the perfect launchpad for beginners to swiftly master the art of building reports and dashboards within Salesforce. If you're looking to quickly get up to speed on the essential features, look no further! 🚀

  • Comprehensive Training: Over 2.5 hours, we'll delve into the essentials and beyond, turning you into a Salesforce reporting (& dashboard-building) superstar.

  • Hands-On Setup Guide: Learn how to set up your own Salesforce environment with step-by-step instructions.

  • Extra Resources: Benefit from 200 additional Account data records to enrich your learning experience, complete with easy-to-follow import instructions.

  • Engaging Lectures: Dive into carefully edited lectures that combine clear slides, screen recordings, and visual prompts/cues for an immersive learning adventure.

  • Assessment and Materials: Test your understanding with quizzes and receive PDF written instructions for the various reports we cover, along with additional practice opportunities.

Important Note: This course is tailored for Salesforce Lightning Reports & Dashboards and does not cover the older Salesforce Classic interface.


Why learn Salesforce Reports? 🤔

Salesforce is a titan in the tech world, and its CRM solutions are crucial for companies and nonprofits to foster strong connections with partners, customers, and prospects. Mastering Salesforce Reporting opens up a world of opportunities, making you an indispensable member of any team working with this powerful platform.

  • High Demand Skill: With Salesforce being used by thousands of businesses globally, the ability to generate meaningful reports is invaluable.

  • Empower Your Team: By learning how to create and analyze data through reports and dashboards, you can significantly contribute to your team's success and strategic decision-making.

  • Easy to Learn: Despite its complexity, Salesforce Reporting is accessible to anyone with guided practice and training. This course makes it simple! 🧠✨


About Your Instructor 👩‍💻

Dee, your course instructor from Employed for Good, brings over six years of experience in building hundreds of reports within Salesforce. She has dedicated her expertise to supporting impact organizations and is passionate about helping you harness the full power of Salesforce to drive change and success within your organization. 🌟


Join us today and take the first step towards becoming a Salesforce reporting virtuoso! With this crash course, you'll be crafting impactful reports and dashboards in no time. 🛣️🎉

Course Gallery

Salesforce Reports & Dashboards - Beginner Crash Course – Screenshot 1
Screenshot 1Salesforce Reports & Dashboards - Beginner Crash Course
Salesforce Reports & Dashboards - Beginner Crash Course – Screenshot 2
Screenshot 2Salesforce Reports & Dashboards - Beginner Crash Course
Salesforce Reports & Dashboards - Beginner Crash Course – Screenshot 3
Screenshot 3Salesforce Reports & Dashboards - Beginner Crash Course
Salesforce Reports & Dashboards - Beginner Crash Course – Screenshot 4
Screenshot 4Salesforce Reports & Dashboards - Beginner Crash Course

Loading charts...

Related Topics

4873334
udemy ID
08/09/2022
course created date
12/12/2022
course indexed date
Bot
course submited by