Udemy
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
Development
Web Development Data Science Mobile Development Programming Languages Game Development Database Design & Development Software Testing Software Engineering Development Tools No-Code Development
Business
Entrepreneurship Communications Management Sales Business Strategy Operations Project Management Business Law Business Analytics & Intelligence Human Resources Industry E-Commerce Media Real Estate Other Business
Finance & Accounting
Accounting & Bookkeeping Compliance Cryptocurrency & Blockchain Economics Finance Finance Cert & Exam Prep Financial Modeling & Analysis Investing & Trading Money Management Tools Taxes Other Finance & Accounting
IT & Software
IT Certification Network & Security Hardware Operating Systems Other IT & Software
Office Productivity
Microsoft Apple Google SAP Oracle Other Office Productivity
Personal Development
Personal Transformation Personal Productivity Leadership Career Development Parenting & Relationships Happiness Esoteric Practices Religion & Spirituality Personal Brand Building Creativity Influence Self Esteem & Confidence Stress Management Memory & Study Skills Motivation Other Personal Development
Design
Web Design Graphic Design & Illustration Design Tools User Experience Design Game Design Design Thinking 3D & Animation Fashion Design Architectural Design Interior Design Other Design
Marketing
Digital Marketing Search Engine Optimization Social Media Marketing Branding Marketing Fundamentals Marketing Analytics & Automation Public Relations Advertising Video & Mobile Marketing Content Marketing Growth Hacking Affiliate Marketing Product Marketing Other Marketing
Lifestyle
Arts & Crafts Beauty & Makeup Esoteric Practices Food & Beverage Gaming Home Improvement Pet Care & Training Travel Other Lifestyle
Photography & Video
Digital Photography Photography Portrait Photography Photography Tools Commercial Photography Video Design Other Photography & Video
Health & Fitness
Fitness General Health Sports Nutrition Yoga Mental Health Dieting Self Defense Safety & First Aid Dance Meditation Other Health & Fitness
Music
Instruments Music Production Music Fundamentals Vocal Music Techniques Music Software Other Music
Teaching & Academics
Engineering Humanities Math Science Online Education Social Science Language Teacher Training Test Prep Other Teaching & Academics
AWS Certification Microsoft Certification AWS Certified Solutions Architect - Associate AWS Certified Cloud Practitioner CompTIA A+ Cisco CCNA Amazon AWS CompTIA Security+ AWS Certified Developer - Associate
Graphic Design Photoshop Adobe Illustrator Drawing Digital Painting InDesign Character Design Canva Figure Drawing
Life Coach Training Neuro-Linguistic Programming Personal Development Mindfulness Meditation Personal Transformation Life Purpose Emotional Intelligence Neuroscience
Web Development JavaScript React CSS Angular PHP WordPress Node.Js Python
Google Flutter Android Development iOS Development Swift React Native Dart Programming Language Mobile Development Kotlin SwiftUI
Digital Marketing Google Ads (Adwords) Social Media Marketing Google Ads (AdWords) Certification Marketing Strategy Internet Marketing YouTube Marketing Email Marketing Google Analytics
SQL Microsoft Power BI Tableau Business Analysis Business Intelligence MySQL Data Modeling Data Analysis Big Data
Business Fundamentals Entrepreneurship Fundamentals Business Strategy Online Business Business Plan Startup Blogging Freelancing Home Business
Unity Game Development Fundamentals Unreal Engine C# 3D Game Development C++ 2D Game Development Unreal Engine Blueprints Blender
30-Day Money-Back Guarantee
Office Productivity Other Office Productivity Salesforce

Salesforce: How to Input Data, Run Reports and Strategize

Harness the Power of Salesforce Classic! Master Data Input, Running Reports & Strategy | Free Salesforce Login Included!
Rating: 3.7 out of 53.7 (10 ratings)
910 students
Created by Warren Chalklen, PhD
Last updated 10/2017
English
English [Auto]
30-Day Money-Back Guarantee

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

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:

  1. Respond to real-life requests by building Tabular, Summary, Matrix and Joined Reports!
  2. Practice your skills by asking diagnostic and strategic questions
  3. 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!

--------------------------------------------------------------------------

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

Course content

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

  • Preview01:56
  • Preview05:17
  • Preview04:13

  • Harness the power of Salesforce as a strategic tool
    06:36
  • Unpack how reports and dashboards can be used to enhance strategic thinking
    10:08

  • Let's Explore an Account Record
    05:41
  • How to create an Account Record
    05:48
  • Let's look at a Contact Record
    03:27
  • How to create a Contact Record
    06:11
  • Let's look at a Leads record
    04:07
  • Let's explore an Opportunities record
    03:26
  • How to create an Opportunity Record
    06:41
  • How to create a Task and Event
    05:29

  • Meryl Streep wants us to mass import data!
    02:51
  • Inputting data into Salesforce: An Overview
    04:54
  • Data Import Process Overview
    03:20
  • Let's prepare the Account data for upload
    05:29
  • How to import Account Data into Salesforce using the Data Import Wizard
    05:19
  • We are ready to prepare the Contact data for upload!
    10:03
  • How to import Contacts into Salesforce using the Data Import Wizard
    09:31

  • Salesforce Reports: An Overview
    10:07
  • Learn about the basics of reports by running a simple Contacts Report
    08:57
  • Demo: How to Run a Tabular Report
    12:15
  • Demo Summary Report-What are the most successful leads sources for closed leads?
    15:40
  • Bonus Content: Reports, Analytics and Dashboards
    10:17

  • How To Get Your DREAM Salesforce Developer / Admin Job!
    04:50
  • Salesforce Admin Certification: Ace the '17 ADM201 Exam Today!
    02:54
  • Facebook Live With Dennis Smith-Why should You Learn Salesforce to Earn More?
    29:22

Instructor

Warren Chalklen, PhD
Education Innovator | 111,967 Students on Udemy
Warren Chalklen, PhD
  • 4.2 Instructor Rating
  • 6,646 Reviews
  • 141,983 Students
  • 29 Courses

Dr. Warren Chalklen is a passionate South African and education innovator who has taught over 111,967+ students across 182 countries using online and face to face platforms. He is obsessed with realizing a better world through building individual and organizational capacity in the fields of diversity, policy analysis, and data driven performance with softwares such as Excel, Salesforce and Balanced Scorecard tools. In his spare time he loves to travel and recently returned from a vacation in Cuba!


  • Udemy for Business
  • Teach on Udemy
  • Get the app
  • About us
  • Contact us
  • Careers
  • Blog
  • Help and Support
  • Affiliate
  • Impressum Kontakt
  • Terms
  • Privacy policy
  • Cookie settings
  • Sitemap
  • Featured courses
Udemy
© 2021 Udemy, Inc.