2 Day Salesforce Hands-On Reporting Workshop

Join the OpFocus team for 2 days of hands-on Salesforce report and dashboard learning. We believe that strong business decision support tools are within reach for all companies that use Salesforce, and that reporting is a key component of driving ROI in your Salesforce investment.

In this class we will step through all of the features available within Salesforce’s core reporting tools, as well as review the setup and do an exercise on the Salesforce Wave Analytics. The class will be taught primarily in Salesforce’s new Lightning user interface, though as certain reporting features are only available in Salesforce Classic, we will switch back and forth to ensure coverage of all reporting features.

Logistics

Class runs 9am-5pm each day
Beautiful, modern classrooom
$1,500 per student

PURCHASE SEAT: OCT 3-4, 2017

Agenda

Day 1:

  • Reporting basics
  • Salesforce Data Model
  • Report Formats
  • Filters, Summary Formulas
  • Bucket Fields
  • Historical Trending
  • Charts
  • Emailing Reports

Day 2:

  • Custom Report Types
  • Reporting Snapshots
  • Formulas, Dashboards,
  • Wave Analytics

Location