18 and older
This class is delivered by a live instructor and is specifically designed to teach administrators, business analysts or report writers' how to utilize the Salesforce Lightning Report Builder and Lightning Dashboards.
A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, and matrix reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards.
This class will cover the Lightning version of Salesforce.Course Outline:
- Introductions/log into training orgs
- Overview of Salesforce object model
- Report Types
- Tabular / Summary / Matrix
- Customizing Reports
- Filtering / Charts / Bucket Fields / Report Summary Fields / Conditional Highlighting
- Custom report types
- Report & Dashboard scheduling
Courseware (if a course has a Courseware) will be shipped to the address provided two weeks before the class starts. Make sure that the additional info field is properly and correctly filled out to avoid Courseware being lost in transit. Please also note that P.O. Box addresses are not allowed.
The classes are instructor-led live training you attend in a local classroom or from your home/office. Our instructors teach from a remote location while being able to interact with students as in a traditional classroom setting.
Instructors can view student progress and take control of their PC to provide direct assistance. Students can see the instructor's presentation as well as voice questions directly to the instructor and participate in class discussions.