Salesforce: Reporting Fundamentals - nanforiberica

Modalidad: Webinar. Sesiones en aula virtual con profesor
Contacto: soporte@nanforiberica.com
Tutores: Javier Lozano Moreno - javierl@nanforiberica.com

DESCRIPCIÓN DEL CURSO
Servicios de valor con Salesforce:
Soluciones tecnológicas
Soluciones verticales
Integración con terceros
Soluciones de movilidad
Soluciones de Formación
Descripción cursos
Plataforma Apex

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)

CONTENIDOS 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.
Evaluación final
Cuestionario de Calidad

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

€850.00