Descripción del curso. Salesforce: Administración de Service Cloud

• Modalidad: Teleformacion. 115 horas hasta 3 meses de acceso.
• Tarifa: Solicitar oferta

Introducción

Servicios de valor con Salesforce:

• Soluciones tecnológicas
• Soluciones verticales
• Integración con terceros
• Soluciones de movilidad
• Soluciones de Formación
• Descripción cursos
• Plataforma Apex

Contenido del curso

• 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
• 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.
• 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.
• 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.
• 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.

Introduction to Reports

Students will learn the following:

-What are Reports and Why use them?

-Where are Reports?

-Create/Customise/Delete Reports

-Tabular, Summary, Joined and Matrix Reports

-Formula Fields in Reports

-Bucket Fields in Reports

-Report Types

-Visibility of Reports

-Schedule Reports

-Export Reports

+–Understanding Reports

Students will learn the general gist about Reports as well as the advantages about them.

What are Reports and Why use them?

Shows students where they can find Reports within the Salesforce platform.

Where are Reports?

+–Creating and Modifying Reports

Students will learn how to create all the different formats of Reports.

Creating Reports

Students will learn quickly how to modify and delete Reports.

Modifying and Deleting Reports

Students will learn how to specifically create a Tabular Report.

How to create a Tabular Report?

Students will learn how to specifically create a Summary Report.

How to create a Summary Report?

Students will learn how to specifically create a Matrix Report.

How to create a Matrix Report?

Students will learn how to specifically create a Joined Report.

How to create a Joined Report?

+–Report Features

Students will learn how to create Formula fields in reports.

Formula Fields in Reports

Students will learn the benefits of and how to create Bucket Fields

Bucket Fields in Reports

Students will learn about how to create different report types.  Salesforce has standard report types built-in, this lecture will show students how to create custom report types.

Report Types

Visibility of Reports

Scheduling Report

Exporting Reports

Quiz on Reports

+–Introduction to Dashboards

+–Understanding Dashboards

Students will understand the basic principles about Dashboards and why they are used.

What are Dashboards and Why use them?

Navigation though the Salesforce platform showing students where they can find Dashboards.

Where can you find Dashboards?

+–Creating, Modifying and Deleting Dashboards

Student learn how to create and edit Dashboards.

Creating and Edit Dashboards

Graphs within a Dashboard are known as components.  This lecture shows students how to edit these components to display data in different ways.

Customising Dashboard Components

Student will learn the key features of Dashboards that differentiate it from other Objects.

Deleting Dashboards

+–Dashboard Features

Students will learn how to create Dynamic Dashboards and the advantages of them.

Dynamic Dashboards

Students will learn how to implement Dashboard Filters and the advantages of them.

Dashboard Filters

Students are informed of how to schedule Dashboards.

Scheduling Dashboards

Tip: Joined Reports and Dashboards

You will be tested on everything you've learnt about Dashboards!

Quiz on Dashboards!

+–Understanding List Views

A general introduction to the understanding of what List Views are.

What are List Views?

01:55

Enables students to quickly identify where to find List Views on a page and on which objects.

Where are List Views?

Students will be able to distinguish between List Views and Reports including the pros and cons of List Views.

How are List Views and Reports different?

This lecture highlights the key benefits of using List Views.

Why use List Views?

Evaluación final
Cuestionario de Calidad

Nota:
Los contenidos podrán sufrir variaciones para adecuarse al grupo y las novedades de Salesforce.

Dirigido a

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.

Requisitos previos

The prerequisites include a solid understanding of basic Salesforce concepts and functionality.

Requisitos de software y hardware

• Hardware: PC Multimedia
• Pentium IV o superior, 1 Gb de memoria, tarjeta de sonido, altavoces/cascos
• Software:
• Windows Vista, Windows 7 o Windows 8
• Navegador de internet (Internet Explorer 9 o superior, Mozilla, Firefox, Chrome o cualquier navegador actual compatible con html5)

Tarifa

Si os interesa realizar este curso en cualquier modalidad formativa póngase en contacto con nosotros.

• Correo: info@nanforiberica.com
•  Teléfono: +34 91 031 66 78
• WhatsApp: +34 685 60 05 91