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 **
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:
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!
Use this lecture to access your free Salesforce license.
Here we go through the basic features of Salesforce Classic: Including how to add objects to the toolbar.
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.
In this lecture we explore the basic features of the Contact record
We run a basic contact report and map out the basic features of a report
In this lecture we explore the basic features of the Opportunity record
This lecture introduces a data problem that requires a Tabular report to solve.
In this lecture we build the report, export into a excel and reply our manager with the information requested.
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.
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.
Yang, the new VP of Finance is requesting a matrix report with a range of specifications. Let's build it out for her.
Whoah! We just received a reply from Yang requesting we edit to include Filter Logic! Let's walk through how it's done.
Cross filters draw reports from two objects at once. Very nifty to solve Hermione's request from Albus!
In this lecture, we learn how to use Cross-Filters to answer Hermione's question.
In this session we build a joined report for Willie's needs
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!