Salesforce Classic Reports: From Beginner To Advanced!
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Salesforce Classic Reports: From Beginner To Advanced!

Practice Building Salesforce Tabular, Summary, Matrix and Joined Reports | Includes Salesforce Login |
New
4.1 (6 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
3,058 students enrolled
Last updated 8/2017
English
Current price: $10 Original price: $50 Discount: 80% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 2 hours on-demand video
  • 1 Article
  • 5 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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
View Curriculum
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 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:

  1. Learn in a practical environment to build reports using the QRS approach: Question, Report, Strategy
  2. Master reports in Salesforce Classic and Salesforce Lightning views
  3. Build Tabular, Summary, Matrix and Joined reports, including charts
  4. 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 is the target audience?
  • 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
Compare to Other Salesforce Courses
Curriculum For This Course
22 Lectures
02:11:19
+
Welcome to the Course!
6 Lectures 22:53

Welcome to the Course!

Preview 01:33

Course Toolbox: Get Your Resources here
00:09

Use this lecture to access your free Salesforce license.

Get your free Salesforce license here.
05:17

Here we go through the basic features of Salesforce Classic: Including how to add objects to the toolbar.

Preview 04:13

About the review
01:34

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.

Preview 10:07
+
Building a Tabular Report: I want to see my customers names and contact info
5 Lectures 31:57

In this lecture we explore the basic features of the Contact record

Let's look at a Contact record before we run the report
03:27

We run a basic contact report and map out the basic features of a report

Learn about reports by building a simple Contacts report
08:57

In this lecture we explore the basic features of the Opportunity record

Let's look at an Opportunity record before we run the report
03:26

This lecture introduces a data problem that requires a Tabular report to solve.

Preview 03:52

In this lecture we build the report, export into a excel and reply our manager with the information requested.

How to run and export a Tabular report
12:15
+
Build a Summary Report: Our Boss needs a chart to answer her questions.
3 Lectures 27:29
Let's look at a Leads record before we run the report
04:07

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.

Let's learn to read a summary report
07:42

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. 

Demo Summary Report-What are the most successful leads sources for closed leads?
15:40
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Build a Matrix Report: What is the status of each opportunity?
4 Lectures 30:16

Yang, the new VP of Finance is requesting a matrix report with a range of specifications. Let's build it out for her.

Build a Matrix Report
11:10

Whoah! We just received a reply from Yang requesting we edit to include Filter Logic! Let's walk through how it's done.

Use Filter Logic to Answer AND/OR questions
06:14

Cross filters draw reports from two objects at once. Very nifty to solve Hermione's request from Albus!

Hermione needs a Cross Filter to solve her problem ASAP!
03:08

In this lecture, we learn how to use Cross-Filters to answer Hermione's question.

How to use a cross filter to draw from multiple objects
09:44
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Build a Joined Report: Put all these together
2 Lectures 11:08
Willie Nelson Wants a Joined Report!
02:20

In this session we build a joined report for Willie's needs

Let's Build a Joined Report
08:48
+
Bonus Section
2 Lectures 07:36
Learn more about the Salesforce Admin Certification
02:46

Learn more about how to land that DREAM Salesforce Job
04:50
About the Instructor
Warren Chalklen, PhD
4.3 Average rating
577 Reviews
41,175 Students
20 Courses
Education Innovator | 41,000+ Students on Udemy

Dr. Warren Chalklen is an education innovator who has taught over 41,000+ students across 167 countries using online and face to face platforms. He is passionate about 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 Brazil!