TPRPX101
Salesforce Reports & Dashboards in Lightning Experience Training
This Salesforce training class is delivered by a live instructor and is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of the Salesforce Lightning Report Builder. This Salesforce training class is an alternative to the Reporting Fundamentals in Lightning Experience (RPX101) offered by Salesforce.
Course Details
Duration
1 day
Prerequisites
Some experience using Salesforce Classic or Lightning is helpful but not required.
Target Audience
New administrators, business analysts or report writers who are new to creating reports or dashboards within the Salesforce Lightning Report Builder.
Skills Gained
- Explore the basic Salesforce object model
- Learn how to create and secure reports and dashboards
- Learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types.
- Learn how to create and run dashboards and schedule and email reports and dashboards
Course Outline
- Introductions / Login to Training Orgs
- Overview of Salesforce Object Model
- Tabular, Summary, Matrix, Join Reports
- Charts, Bucket Fields, Report Summary Fields, Conditional Highlighting
- Custom Report Types
- Dashboards
- Report & Dashboard Scheduling
