Salesforce: Reporting Fundamentals

Modalidad: teleformacion. 115 horas hasta 3 meses de acceso.
Tutores: Javier Lozano Moreno -

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Descripción cursos
Plataforma Apex

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.

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

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)

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.
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?


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

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


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