Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
2 Hour(s) 40 Minute(s)
Language
English
Taught by
Warren Chalklen, PhD
Certificate
- Available
- *The delivery and distribution of the certificate are subject to the policies and arrangements of the course provider.
Rating
Course Overview
Practice Building Salesforce Tabular, Summary, Matrix and Joined Reports | Includes Salesforce Login |
This course is perfect for anyone wanting to learn how to build reports in Salesforce Classic!
** ACCORDING TO BURNING GLASS TECHNOLOGIES, a labor technologies analysis firm: "Setting aside the near-universal Microsoft Office suite, Salesforce is now the 7th most in-demand software skill...putting Salesforce demand ahead of IT stalwarts such as Python, .Net, and C++, and in line with commonly used applications such as Adobe Photoshop"**
**INDEED Ranked Salesforce Admin in their top 10 best jobs of 2017 with salaries ranging between $70,000-$100,000 per annum**
THIS COURSE IS BUILT TO HELP YOU MASTER REPORTS IN NO TIME!
** INCLUDES SPECIAL FREE BONUS SALESFORCE LICENSE, PRACTICE QUIZ's, CHEAT SHEETS AND MUCH MUCH MORE **
- Learn what you need to know in rapid time
- Utilize the practice resources to master each report type
- Have full access to the instructor to answer any of your questions: This helps ensure everything is even easier to understand & is even more fun and engaging! **
The contents of this course are all based on my work experience as an ADM201 Certified Data Associate and entrepreneur with global experience in for profit, start up and corporate settings. I use Salesforce on a daily basis to drive organizational performance. My certification has lead to increased opportunities and advanced my ability to administrate effectively. And now, I want to share my knowledge and expertise with you.
Are you ready for a practical course designed to equip you with the skills to:
- Learn in a practical environment to build reports using the QRS approach: Question, Report, Strategy
- Master reports in Salesforce Classic
- Build Tabular, Summary, Matrix and Joined reports, including charts
- Shape your report using cross filters and filter logic
This course includes important topics such as User Setup an Custom Objects.
I will work with you throughout the course to support your journey to mastery!
Ready to master Salesforce Reporting? Click "Take this course now" to get started!
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Course Content
- 6 section(s)
- 23 lecture(s)
- Section 1 Welcome to the Course!
- Section 2 Building a Tabular Report: I want to see my customers names and contact info
- Section 3 Build a Summary Report: Our Boss needs a chart to answer her questions.
- Section 4 Build a Matrix Report: What is the status of each opportunity?
- Section 5 Build a Joined Report: Put all these together
- Section 6 Bonus Section
What You’ll Learn
- Build Tabular, Summary, Matrix and Joined reports in Salesforce Classic
- Shape reports using filter logic and cross filters
- Use the Question, Report, Strategy Framework to turn requests into reports
Skills covered in this course
Reviews
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DDebbie Sklar
The basics were helpful. Focused too much on leads for what I needed to gain here but I appreciated that it helped guide me to the right way to break down the request and focus on the right inputs.
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JJohn Norwood
I haven't done enough of the course to know if it was educational, but I would recommend getting a person with zero salesforce experience to do this initial part in front of you, things have changed since this video was made and some things were frustrating at the start to follow along with. Getting someone new to take the course in front of you will show you the changes that need to be made in your video to keep up with changes in web searches and saleforce that now look different then your video. You gave lesson 13 Leads by Source with charts before lesson 14 showing how to find and create those reports. The whole lesson 13 was a waste for people that like to follow along. Why would you start a lesson with something already created, then the next lesson teach how to create it.
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FFazilet Celik
I really liked the way he teach. Examples, analyzing mails. Gave me a really good perspective to analyze data. Thank you !
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SStacey d
We adopted SF this year and I am the Local Administrator for the US. I needed another resource to learn more about the system. This one is in Classic, we are using Lightening, but this course gave me the basics I needed to understand the system more. Thank you!!
