Salesforce: How to Input Data, Run Reports and Strategize
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:
- 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
Course content
- Preview01:56
- Preview05:17
- Preview04:13
Instructor
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!