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Online Training Courses

Online meeting

Salesforce reporting fundamentals

This course will be held online (zoom) and lasts for 3 hours (with a 15 minute break)

 

At the end of this session you will have learnt how to:

 

  • Create a list view, add the columns you need, filter the view and manage 'in-line' editing

  • Build a new report from scratch

  • Add report filters

  • Add columns to your reports

  • Group your columns and summarise columns (e.g. by total value/ average value etc)

  • Add a chart to your report

  • Build a simple dashboard

  • Export report data and understand the different format options

  • Schedule a report for yourself or a colleague

Salesforce reporting - advanced techniques

This course will be held online (zoom) and lasts for 3 hours (with a 15 minute break)

 

At the end of this session you will have learnt how to:

 

  • Create custom report types

  • Add complex report filters

  • Create matrix reports

  • Add row-level formulas to your reports

  • Add bucket columns to your reports

  • Create dashboards and edit the presentation of each element of the dashboard

  • Apply filters to your dashboards

  • Create report and dashboard folders and manage security access

Man Using Laptop
Virtual Meeting Screen

In house training

If you have a group of staff who could all benefit from enhancing their reporting skills then I also offer tailored in-house training.  This can be for up to 10 participants and we can focus on the data challenges that are most pertinent to your team at this time. 

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Contact me for pricing.

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