Salesforce: How to Input Data, Run Reports and Strategize

Name: Salesforce: How to Input Data, Run Reports and Strategize
Rating: 3.7 (11 reviews)

Harness the Power of Salesforce Classic! Master Data Input, Running Reports & Strategy | Free Salesforce Login Included!

Created byWarren Chalklen, PhD

Last updated 10/2017

English

What you'll learn

Build Tabular, Summary, Matrix and Joined reports in Salesforce Classic
Use the Question, Report, Strategy Framework to turn requests into reports
Input data manually and through the Data Loader
Strategically use data to boost performance

Course content

6 sections • 28 lectures • 3h 24m total length

Welcome to the Course!1:56
Get your free Salesforce license here.5:17
Use this video and the link provided 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.

Let's Explore an Account Record5:41
We cover the three main steps to creating an Account record in this lecture. Remember, you must always create an Account before creating a Contact Record
How to create an Account Record5:48
We cover the three main steps to creating an Account record in this lecture. Remember, you must always create an Account before creating a Contact Record
Let's look at a Contact Record3:27
In this lecture we explore the basic features of the Contact record
How to create a Contact Record6:11
We walk through how to create a Contact record. We link this record to the Account and talk through how these objects link together.
Let's look at a Leads record4:07
In this lecture we explore the basic features of the Leads record
Let's explore an Opportunities record3:26
In this lecture we explore the basic features of the Opportunity record
How to create an Opportunity Record6:41
We cover the basic steps to creating an Opportunity record.
How to create a Task and Event5:29
Tasks and Events are critical to closing deals. Here, we talk about the difference between the two and walk through the steps to create both. We even add invitees.

Meryl Streep wants us to mass import data!2:51
In this lecture we receive a request from Meryl Streep who wants us to mass upload Account and Contact data.
Inputting data into Salesforce: An Overview4:54
Data Import Process Overview3:20
In this lecture I describe the steps from preparing data to importing it using the Data Import Wizard
Let's prepare the Account data for upload5:29
Preparing the CSV is a critical step to data importing. We go through these steps and get our data ready for import.
How to import Account Data into Salesforce using the Data Import Wizard5:19
We walk through the steps of importing Account Data using the Data Import Wizard
We are ready to prepare the Contact data for upload!10:03
Now that we have our Accounts in Salesforce, we can now match them to our Contacts for upload.
How to import Contacts into Salesforce using the Data Import Wizard9:31

Salesforce Reports: An Overview10:07
Learn about the basics of reports by running a simple Contacts Report8:57
Demo: How to Run a Tabular Report12:15
Demo Summary Report-What are the most successful leads sources for closed leads?15:40
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.
Bonus Content: Reports, Analytics and Dashboards10:17

Requirements

Student should be ready to learn how to Input date, Run reports and Strategize using Salesforce Classic
No Salesforce account needed: Students will access a free Salesforce login within the course

Description

**HARNESS THE STRATEGIC POWER OF SALESFORCE AND BOOST PERFORMANCE! LEARN HOW TO INSERT DATA AND BUILD REPORTS (Tabular, Summary, Matrix and Joined Reports)!**

** 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**

** INCLUDES SPECIAL FREE BONUS SALESFORCE LOGIN, SUPPLEMENTARY CONTENT AND MUCH MUCH MORE **

Learn what you need to know in rapid time--GO FROM MEASURING TO MANAGING, TO INNOVATION
Utilize the practice resources to master reporting and turn this information into powerful tools of practice.
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 our work experience and Warren's qualification as a ADM201 Certified Data Associate. I use Sales force on a daily basis to drive organizational performance. 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:

Respond to real-life requests by building Tabular, Summary, Matrix and Joined Reports!
Practice your skills by asking diagnostic and strategic questions
Learn how to mass input and manually input data

I will work with you throughout the course to support your journey to mastery!

Ready to pass your harness the strategic power of Salesforce and learn about reports and inserting data? Click "Take this course now" to get started!

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Who this course is for:

Anyone who wants to learn how to input data, build Salesforce reports and strategize using Salesforce Classic
We build Tabular, Summary, Matrix and Joined reports including filter logic and cross filters
We use the data loader and manual methods to input data
We use real-life scenarios to strategize using the data

Salesforce: How to Input Data, Run Reports and Strategize

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 11min

Use Salesforce data strategically to boost performance2 lectures • 17min

Inputting Data Part I: Manually Input Records8 lectures • 41min

Inputting Data Part III: Use the import Wizard to upload your data7 lectures • 41min

Reporting: The Basics5 lectures • 57min

Bonus: Take your Salesforce career to the next level in these discounted courses3 lectures • 37min

Requirements

Description

Who this course is for: