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.

This course was written and is taught by OpFocus CEO David Carnes, who is approaching 14 years of teaching on Salesforce. For 4+ years he taught Salesforce’s own ADM201 (Admin) and ADM301 (Advanced Admin) courses. He presented at Dreamforce 2018 and Northeast Dreamin’ 2018 on Lightning Report Builder.

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

The course will consist of lecture, demonstrations, individual exercises and group exercises. OpFocus will provide each class participant with a workbook containing the agenda, course slides, and exercise guide.

Looking to learn all Salesforce platform configuration in addition to reporting? Also consider our 5-day Salesforce Platform Configuration and Administration Essentials Course!

Dates

July 9-10, 2019 (Class runs 9am-5pm each day)
OpFocus’ next class offered will be October 2019 (immediately after Winter ’20 release).

Location

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

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

  • We use cookies to make interactions with our website and services easy and meaningful. To better understand how they are used, you can read more about our cookie policy. By continuing to use this site you are giving us your consent to do this.