Salesforce Reports and Dashboard

Course Description

Welcome to “Salesforce Reports and Dashboard”

Another powerful side of Salesforce is a Analytics.

Do you know according to Salesforce those users who frequently review their reports and dashboards see a 32% of the increase in sales and a 26% increase in productivity? Salesforce has a collection of pre-built reports and dashboards that are simple to modify to suit the unique requirements of your business. Not only that, you can access your Salesforce reports and dashboards on the go!

Gear up as we present you with a course that can make your data pretty.

In this Salesforce report and dashboard tutorial, you’ll learn the ability of Salesforce to manage and customize different data and how it allows you to keep track of real-time metrics and improve customer service. In one lecture of the Salesforce Report tutorial, you’ll also gain insights into how it enables users to report and analyze data in various ways. An example of how Sales reps can use this tool to create reports to check on accounts, they haven’t worked on in a while resulting in flexible data reporting and analysis.

This Salesforce reports training course is an intermediate-level course suggested for people who would like to learn about converting business requirements in visuals like charts, metrics, tables, funnel charts, and others using Salesforce CRM.

Who says data can’t be pretty? We’ll show you how. Enroll now and we’ll see you in the course. Happy Learning!

What’s in this course?

  • Navigation through Salesforce cool features
  • Brief Different kinds of reports in Salesforce
  • Hands-on Salesforce summary generation and optimization
  • Explore data management (Import and Export)
  • Edit and customize lighting experience dashboard components

What you’ll learn:

  • Understand basic concepts of Salesforce and its architecture
  • With this Salesforce reports training – create powerful Salesforce reports and dashboards
  • Provide amazing user experiences by leveraging the power of Salesforce with ease

Are there any course requirements or prerequisites?

Curriculum

Introduction

1
Instructor and Course Introduction
1 Minute

Salesforce Reports and Dashboard

1
Lecture 1 – Data Management in Salesforce
26 Minutes
2
Lecture 2 – Data Management in Salesforce
8 Minutes
3
Introduction to Reports and Dashboards
4 Minutes
4
Reports – Demo 1
12 Minutes
5
Reports – Demo 2
10 Minutes
6
Dashboard – Demo
10 Minutes
7
Quiz
5 questions

Conclusion

1
Course Conclusion
1 Minute

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