Overview:

This online class is delivered by a live instructor and is specifically designed to teach administrators, business analysts, or report writers how to utilize the basic and advanced analytic capabilities of Salesforce.

A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix, and join reports. Students will learn advanced reporting functionalit ies such as charting, report summary fields, bucket fields, condit ional highlighting, advanced report filters, and building custom report types. Finally, students will learn how to create and run dashboards, and schedule and email reports and dashboards.

Each student will be given a practice learning environment to participate in hands -on exercises during the class. The students will be able to use that learning environment indefinitely after the class without any additional fees.

Audience:

New administrators, business analysts, or report writers who are new to creating reports or dashboards within Salesforce.

Course duration:

1 day

Course outline:

• Introductions/loginto training orgs
• Overview of Salesforce object m odel
• Tabular, summary, matrix, and join reports
• Charts, bucket fields, report summary fields, and conditional highlighting
• Custom report types
• Dashboards
• Report and dashboard scheduling