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  • Reporting Fundamentals (RPT101)

Salesforce Reporting Fundamentals (RPT101)

        Quantity

        $825.00

        New Age Technologies has been delivering Authorized Training since 1996. We offer Salesforce’s full suite of authorized courses including courses pertaining to Salesforce Reporting, Salesforce Administration, Sales Cloud, Salesforce Development, Force.com and more. If you have any questions or can’t seem to find the Salesforce class that you are interested in, contact one of our Salesforce Training Specialists. Invest in your future today with Salesforce training from New Age Technologies.

        ✉ Salesforce Training Specialists | ☏ 502.909.0819

        Current Promotion

          Private IT Training

          COURSE INFORMATION

          Salesforce Reporting Fundamentals (RPT101) Course Overview:

          Salesforce Reporting Fundamentals is a must for all users who need to report on the data managed within their Salesforce instance. The course covers Salesforce’s existing reports as well as the Salesforce reporting tool set, to teach you how to customize existing reports and create your own reports. Information on building dashboards and enhancing your reports via formulas and filters is provided to help you analyze your business.

          Who Should Attend:

          • Reporting Fundamentals is designed for all users, including Sales and Service Managers, business analysts and administrators who need to use Salesforce reports to analyze their data.

          Salesforce Reporting Fundamentals (RPT101) Course Prerequisites:

          Before attending this course, you must have attended the following:

          Salesforce Reporting Fundamentals (RPT101) Course Objectives:

          After successfully completing this course, you will be able to:

          • Work with standard reports
          • Establish a report building process
          • Build custom reports using different reporting formats
          • Group and summarize reports
          • Use field filters and filter logic
          • Add charts and conditional highlighting
          • Create dashboards

          Salesforce Reporting Fundamentals (RPT101) Course Outline:

          Module 1: Report Tab, Folders and Formats
          • Navigate the reports tab to find suitable reports.
          • Create report and dashboard folders.
          • Describe the different formats of reports.
          • Run and modify standard reports
          Module 2: Using the Report Builder
          • Understand the importance of a report building process.
          • Explain what a report type is
          • Determine when to use a standard report versus a custom report using a standard report type.
          • Print and Export your report.
          Module 3: Summarize Your Data
          • Understand the difference between a Summary and a Matrix Report
          • Use bucket fields to segment your data.
          • Use custom summary formulas to perform calculations on your report data.
          Module 4: Getting more Insight from your Data
          • Add conditional highlighting to a report.
          • Create charts to display summary data.
          • Schedule and email a report to run
          Module 5: Dashboards
          • Articulate what a dashboard is.
          • Understand the concept of the running user
          • Create a dashboard using the Dashboard Builder
          • Understand drill downs, snapshots and push alerts.

          Average Salary for Skill: Salesforce

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