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Salesforce Lightning Reporting: All You Need To Know!
Rating: 4.2 out of 5(28 ratings)
1,326 students

Salesforce Lightning Reporting: All You Need To Know!

Learn How to Build Salesforce Lightning Experience CRM Reports Rapidly|Free License Included
Created byWarren Chalklen, PhD
Last updated 10/2017
English

What you'll learn

  • We build Tabular, Summary, Matrix and Joined reports including filter logic and cross filters
  • Shape reports using filter logic and cross filters
  • Use the Question, Report, Strategy Framework to turn requests into reports

Course content

5 sections • 17 lectures • 2h 2m total length

  • Welcome to the Course!1:45
  • Salesforce Lightning: An Overview5:05

    Salesforce released the Lightning Experience interface. This lecture explains the important features of the interface and prepares you to use the system to run reports.

  • Get Your Free Salesforce License Here5:17
  • Reporting: The basics of harnessing this powerful tool12:25

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

Requirements

  • Student should be ready to learn how to build reports using Salesforce Lightning Experience
  • No Salesforce account needed: Students will access a free Salesforce login within the course

Description

You may be asking: What is the difference between Salesforce Classic and Salesforce Lightning? Why two different courses?

The answer: Salesforce Classic is the standard version of Salesforce, Salesforce Lightning is the updated version of Salesforce. 

Because of the many unique features of the new Salesforce Lightning Experience, it needed it's own course. This course is perfect for anyone wanting to learn how to build reports in Salesforce Lightning!

** 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 YOU 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 Lightning 
  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 this course is for:

  • Anyone who wants to learn how to build Salesforce reports in Salesforce Lightning
  • Anyone with an interest in Salesforce reporting, or wants to brush up on their knowledge

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