Online Training Courses

Salesforce reporting - the basics

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

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

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.

Contact me for pricing.