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Salesforce Reporting Bootcamp, Zero to Hero (AI Update)
Rating: 4.8 out of 5(37 ratings)
169 students

Salesforce Reporting Bootcamp, Zero to Hero (AI Update)

Unlock the Power of Salesforce Reporting: Propel Your Career with In-Demand Salesforce Reporting Skills
Created byIshan Kohli
Last updated 1/2026
English
English [Auto],

What you'll learn

  • Learn to create, edit, and run reports in Salesforce.
  • Understand custom report types to choose the correct type when combining data from multiple objects.
  • Explore advanced reporting features such as roll-up summary formulas, bucket fields, and conditional highlighting.
  • Gain the ability to create report dashboards for visualizing key data points and drill-down capabilities.

Course content

7 sections • 15 lectures • 2h 10m total length

  • Introduction0:50
  • SETUP VIDEO3:53

    Set up Salesforce via Trailhead by signing up, using Chrome, and launching your first hands-on aug in a playground to prepare for reports and dashboards.

Requirements

  • No prior CRM, Database, or software skills required. This courses teaches everything including getting setup!

Description

Salesforce Reporting Bootcamp – From Zero to Hero (2026)

Are you ready to transform into a Salesforce Reporting superhero?

Salesforce reporting remains one of the most in-demand skills for admins, analysts, and business systems professionals in 2026. In this comprehensive, hands-on course, you’ll go from a complete reporting beginner to a confident Salesforce reporting expert who can turn raw CRM data into meaningful, decision-driving insights.

This course starts with the fundamentals of Salesforce reporting, where you’ll learn how to create, edit, and run reports, understand report formats, and confidently navigate the reporting interface. From there, you’ll build a strong foundation in custom report types, allowing you to combine data across multiple objects and unlock far more powerful reporting capabilities.

As you progress, you’ll dive into advanced reporting features that are heavily used in real-world Salesforce orgs. You’ll learn how to use report formulas, bucket fields, roll-up summaries, filters, and conditional highlighting to create sophisticated, business-ready reports that answer complex questions.

You’ll also learn how to visualize data effectively by building dynamic dashboards that communicate insights clearly to stakeholders. You’ll understand when to use charts, how to structure dashboards for different audiences, and how to drill into data to support smarter, data-driven decisions.

New for 2026: Agentforce & Generative AI Module

This course now includes a brand-new module that introduces Agentforce and Generative AI for Salesforce reporting. In this module, you’ll learn how to use generative AI to help write Salesforce report formulas, speeding up report creation and reducing manual trial-and-error.

This module requires an Agentforce-enabled Salesforce org. A setup link and instructions are included inside the course so you can follow along step by step.

By the end of this course, you’ll have a practical, job-ready skill set and the confidence to add Salesforce Reporting to your resume. Whether you’re an aspiring Salesforce admin, business analyst, or operations professional, this course will help you stand out and deliver real value to any organization.

Enroll now and start your journey to becoming a Salesforce Reporting Hero

Who this course is for:

  • Intended for beginners and aspiring Salesforce professionals, this course equips learners with essential reporting skills, a highly employable skill set sought after by organizations looking to leverage Salesforce's powerful reporting capabilities for data analysis and decision-making.

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