2 Day Salesforce Hands-On Lightning Reports and Dashboards 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 Salesforce Einstein Analytics. The class will be taught primarily in Salesforce’s 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.

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
  • Einstein Analytics Introduction

Location

OpFocus, Inc.
78 Blanchard Road, Suite 203
Burlington, MA 01803
(see map below)

Dates

November 6-7, 2018 (Class runs 9am-5pm each day)
OpFocus’ next class offered will be March 2019 (immediately after Spring ’19 release.)

Registration

$1,500 per student

Looking for training beyond Salesforce reporting, and ways to unlock the secrets of your Salesforce instance? Check out our 5-day Salesforce Platform Configuration & Administration Essentials Course!

Map