Information Technology
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Advanced Reporting in Salesforce

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Course Features

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Duration

45 minutes

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Delivery Method

Online

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Available on

Downloadable Courses

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Accessibility

Mobile, Desktop, Laptop

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Language

English

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Subtitles

English

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Level

Advanced

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Teaching Type

Self Paced

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Video Content

45 minutes

Course Description

The course "Advanced Reporting in Salesforce" focuses on teaching individuals how to create complex reports using Salesforce's advanced functionalities. It addresses the challenge of understanding stakeholders' requirements and provides solutions to meet their needs. The course covers various topics, starting with the creation of smart conditional columns in reports using Summary Formulas and Bucketing. It then moves on to Cross Filters and Joined Reports, which help manage multiple objects and reports in a single report. Additionally, participants learn about using Report Snapshots to analyze historical data.

By completing this course, individuals will gain valuable knowledge and skills in Salesforce Reports. These skills will enable them to create sophisticated reports that provide real business insights to their stakeholders. The course emphasizes the power of Salesforce reports and aims to equip participants with the tools they need to meet their stakeholders' expectations.

Overall, this course is designed for individuals who want to enhance their understanding of Salesforce's reporting capabilities and improve their ability to generate meaningful reports. It covers advanced techniques and features that enable users to create comprehensive and insightful reports, contributing to better organizational decision-making.

Course Overview

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International Faculty

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Hands-On Training,Instructor-Moderated Discussions

Skills You Will Gain

What You Will Learn

Finally, you’ll learn how to report on historical data using Report Snapshots

First, you’ll explore how to create smart conditional columns in reports using Bucketing and Summary Formulas

Learn to put together complex reports using Salesforce Reports advanced functionalities

Next, you’ll discover how to work on multiple reports and objects in one report by leveraging Joined Reports and Cross Filters

When you’re finished with this course, you’ll have the skills and knowledge of Salesforce Reports needed to put together the more complex reports required by your stakeholders to give them true business insights

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