Information Technology

Salesforce Reporting Fundamentals in Lightning Experience (RPX101)

Instructor-Led 6 Agenda

Description

This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports.

Course Overview

This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports.

Course Objective

When you complete this course, you will be able to: Work with standard reports. Establish a report building process. Build custom reports using different reporting formats in Lightning. Group and summarize reports in Lightning. Use field filters and filter logic. Add charts and conditional highlighting. Create dashboards in Lightning

Who Should Attend

Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

Introducing the Course Lesson Id 1

Introducing the Course

Reports Tab, Folders, and Formats Lesson Id 2

Reports Tab, Folders, and Formats

Using the Report Builder Lesson Id 3

Using the Report Builder

Summarizing Your Data Lesson Id 4

Summarizing Your Data

Getting More Insight from Your Data Lesson Id 5

Getting More Insight from Your Data

Dashboards Lesson Id 6

Dashboards

Lesson Id	Title	Description
1	Introducing the Course
2	Reports Tab, Folders, and Formats	Navigate the Reports Tab to Find Suitable Reports<br />Create Custom Folders in Classic to be Used in Lightning<br />Describe the Different Formats of Reports<br />Run and Modify Existing Reports
3	Using the Report Builder	Establish a Report Building Process<br />Navigate the Report Builder<br />Create Custom Reports Using a Standard Report Type<br />Use Filters and Filter Logic<br />Export Your Report
4	Summarizing Your Data	Understand the Difference Between a Summary and Matrix Report<br />Use Bucket Fields to Segment Your Data<br />Use Custom Summary Formulas to Perform Calculations on Your Report Data
5	Getting More Insight from Your Data	Add Conditional Highlighting to a Report<br />Create Charts to Display Summary Data<br />Schedule and Email a Report to Run
6	Dashboards	Articulate What a Dashboard Is<br />Understand the Benefits of Creating Dashboards in Lightning<br />Create a Dashboard Using the Dashboard Builder