Salesforce Classic Reports: From Beginner To Advanced!

Name: Salesforce Classic Reports: From Beginner To Advanced!
Rating: 4.4 (57 reviews)

Practice Building Salesforce Tabular, Summary, Matrix and Joined Reports | Includes Salesforce Login |

Created byWarren Chalklen, PhD

Last updated 10/2017

English

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

Course content

6 sections • 23 lectures • 2h 40m total length

Welcome to the Course!1:33
Welcome to the Course!
Course Toolbox: Get Your Resources here0:09
Get your free Salesforce license here.5:17
Use this lecture to access your free Salesforce license.
Salesforce Classic: An Overview4:13
Here we go through the basic features of Salesforce Classic: Including how to add objects to the toolbar.
About the review1:34
What is a Salesforce report and why is it important?10:07
Salesforce reports are the lifeblood of Salesforce. They provide a way to extract vital information from millions of data sources. By the end of this lecture you will be able to describe a report.

Let's look at a Contact record before we run the report3:27
In this lecture we explore the basic features of the Contact record
Learn about reports by building a simple Contacts report8:57
We run a basic contact report and map out the basic features of a report
Let's look at an Opportunity record before we run the report3:26
In this lecture we explore the basic features of the Opportunity record
Your boss wants a tabular report showing Opportunities--Let's do it!3:52
This lecture introduces a data problem that requires a Tabular report to solve.
How to run and export a Tabular report12:15
In this lecture we build the report, export into a excel and reply our manager with the information requested.

Let's look at a Leads record before we run the report4:07
Let's learn to read a summary report7:42
A summary report is a powerful way to group data in a report. In this lecture we learn to read a summary report and edit a chart.
Demo Summary Report-What are the most successful leads sources for closed leads?15:40
Our Boss needs to know what the highest impacting Lead Source is by Closed Status. She wants this information in a chart with a suggestion as to strategy. Let's build a summary report to help her answer this question.

Build a Matrix Report11:10
Yang, the new VP of Finance is requesting a matrix report with a range of specifications. Let's build it out for her.
Use Filter Logic to Answer AND/OR questions6:14
Whoah! We just received a reply from Yang requesting we edit to include Filter Logic! Let's walk through how it's done.
Hermione needs a Cross Filter to solve her problem ASAP!3:08
Cross filters draw reports from two objects at once. Very nifty to solve Hermione's request from Albus!
How to use a cross filter to draw from multiple objects9:44
In this lecture, we learn how to use Cross-Filters to answer Hermione's question.

Requirements

Student should be ready to learn how to build reports using Salesforce Classic
No Salesforce account needed: Students will access a free Salesforce login within the course

Description

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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Who this course is for:

Anyone who wants to learn how to build Salesforce reports in Salesforce Classic
We build Tabular, Summary, Matrix and Joined reports including filter logic and cross filters

Salesforce Classic Reports: From Beginner To Advanced!

What you'll learn

Explore related topics

Course content

Welcome to the Course!6 lectures • 23min

Building a Tabular Report: I want to see my customers names and contact info5 lectures • 32min

Build a Summary Report: Our Boss needs a chart to answer her questions.3 lectures • 27min

Build a Matrix Report: What is the status of each opportunity?4 lectures • 30min

Build a Joined Report: Put all these together2 lectures • 11min

Bonus Section3 lectures • 37min

Requirements

Description

Who this course is for: