Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
2 Hour(s) 10 Minute(s)
Language
English
Taught by
Ishan Kohli
Rating
Course Overview
Unlock the Power of Salesforce Reporting: Propel Your Career with In-Demand Salesforce Reporting Skills
Salesforce Reporting Bootcamp – From Zero to Hero (2026)
Are you ready to transform into a Salesforce Reporting superhero?
Salesforce reporting remains one of the most in-demand skills for admins, analysts, and business systems professionals in 2026. In this comprehensive, hands-on course, you’ll go from a complete reporting beginner to a confident Salesforce reporting expert who can turn raw CRM data into meaningful, decision-driving insights.
This course starts with the fundamentals of Salesforce reporting, where you’ll learn how to create, edit, and run reports, understand report formats, and confidently navigate the reporting interface. From there, you’ll build a strong foundation in custom report types, allowing you to combine data across multiple objects and unlock far more powerful reporting capabilities.
As you progress, you’ll dive into advanced reporting features that are heavily used in real-world Salesforce orgs. You’ll learn how to use report formulas, bucket fields, roll-up summaries, filters, and conditional highlighting to create sophisticated, business-ready reports that answer complex questions.
You’ll also learn how to visualize data effectively by building dynamic dashboards that communicate insights clearly to stakeholders. You’ll understand when to use charts, how to structure dashboards for different audiences, and how to drill into data to support smarter, data-driven decisions.
New for 2026: Agentforce & Generative AI Module
This course now includes a brand-new module that introduces Agentforce and Generative AI for Salesforce reporting. In this module, you’ll learn how to use generative AI to help write Salesforce report formulas, speeding up report creation and reducing manual trial-and-error.
This module requires an Agentforce-enabled Salesforce org. A setup link and instructions are included inside the course so you can follow along step by step.
By the end of this course, you’ll have a practical, job-ready skill set and the confidence to add Salesforce Reporting to your resume. Whether you’re an aspiring Salesforce admin, business analyst, or operations professional, this course will help you stand out and deliver real value to any organization.
Enroll now and start your journey to becoming a Salesforce Reporting Hero
Course Content
- 7 section(s)
- 15 lecture(s)
- Section 1 Instructor Introduction
- Section 2 Salesforce Reporting
- Section 3 Understanding Report Types
- Section 4 Advanced Report Features
- Section 5 Report Charts & Dashboards
- Section 6 Sharing Reports
- Section 7 AI Formulas in Reports with Einstein - 2026 AI Update (Agentforce-Enabled Org)
What You’ll Learn
- Learn to create, edit, and run reports in Salesforce.
- Understand custom report types to choose the correct type when combining data from multiple objects.
- Explore advanced reporting features such as roll-up summary formulas, bucket fields, and conditional highlighting.
- Gain the ability to create report dashboards for visualizing key data points and drill-down capabilities.
Skills covered in this course
Reviews
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LLorraine Peters
The audio is awful in section 2. Section 1 was fine, but I had to max out my volume controls in every area of my laptop. Hopefully, it will improve with subsequent sections, because this is very bad! EDITED: subsequent Section 3 is much better. Added 2 stars as I am learning a lot. Hopefully, audio will be maintained through the rest of the course.
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MMaria Potka
It was a good course, informational. However, the majority was spent looking at it as if you were in sales. It would have been nice to see how it works from different perspectives, like capturing case information etc.
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AArchana Gowda
Excellent course. Very concise and clear. Covers all the necessary concepts.
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SStephen Swan
Sound quality is poor
