This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

When you complete this course, you will be able to:
Work with standard reports.
Establish a report building process.
Build custom reports using different reporting formats in Lightning.
Group and summarize reports in Lightning.
Use field filters and filter logic.
Add charts and conditional highlighting.
Create dashboards in Lightning

1

  • Introducing the Course

2

  • Reports Tab, Folders, and Formats

  • Navigate the Reports Tab to Find Suitable Reports
    Create Custom Folders in Classic to be Used in Lightning
    Describe the Different Formats of Reports
    Run and Modify Existing Reports
3

  • Using the Report Builder

  • Establish a Report Building Process
    Navigate the Report Builder
    Create Custom Reports Using a Standard Report Type
    Use Filters and Filter Logic
    Export Your Report
4

  • Summarizing Your Data

  • Understand the Difference Between a Summary and Matrix Report
    Use Bucket Fields to Segment Your Data
    Use Custom Summary Formulas to Perform Calculations on Your Report Data
5

  • Getting More Insight from Your Data

  • Add Conditional Highlighting to a Report
    Create Charts to Display Summary Data
    Schedule and Email a Report to Run
6

  • Dashboards

  • Articulate What a Dashboard Is
    Understand the Benefits of Creating Dashboards in Lightning
    Create a Dashboard Using the Dashboard Builder

Audience

Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

Language

English

Prerequisites

Prior experience with Salesforce and developing reports in Salesforce Classic is highly recommended, but not required.

$900

Length: 1.0 day (8 hours)

Level:

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Feb
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