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Reporting Fundamentals in Lightning Experience (RPX101)

Kursbeschreibung Kurstermine
 

Kursüberblick

Reporting Fundamentals in Lightning Experience is a must for all users who need to report on the data managed within their Salesforce instance. This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports. Information on building dashboards and enhancing your reports via formulas and filters is also provided to help you better analyze your business.

Zielgruppe

Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

Voraussetzungen

Prior experience with Salesforce and developing reports in Salesforce Classic is highly recommended, but not required.

Kursziele

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

Kursinhalt

Introducing the Course
  • Introducing the Course
Reports Tab, Folders, and Formats
  • Navigate the Reports Tab to Find Suitable Reports
  • Create Custom Folders in Classic to be Used in Lightning
  • Describe the Different Formats of Reports
  • Run and Modify Existing Reports
Using the Report Builder
  • Establish a Report Building Process
  • Navigate the Report Builder
  • Create Custom Reports Using a Standard Report Type
  • Use Filters and Filter Logic
  • Export Your Report
Summarizing Your Data
  • Understand the Difference Between a Summary and 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 Benefits of Creating Dashboards in Lightning
  • Create a Dashboard Using the Dashboard Builder
Classroom Training
Modality: G

Dauer 1 Tag

Preis (exkl. MwSt.)
  • Deutschland: 510,- €
Termine und Buchen
 
Zum Buchen bitte auf den Ortsnamen klicken Kurstermine
Fast Lane wird alle garantierten Termine unabhängig von der Teilnehmerzahl durchführen. Ausgenommen sind höhere Gewalt oder andere unvorhersehbare Ereignisse (wie z.B. Unfall, Krankheit des Trainers), die eine Kursdurchführung unmöglich machen.
Dies ist ein Instructor-led Online Training, das über WebEx in einer VoIP Umgebung durchgeführt wird. Sollten Sie Fragen zu einem unserer Online-Kurse haben, können Sie uns jederzeit unter +49 (0)40 25334610 oder per E-Mail an info@flane.de kontaktieren.
Deutschland
28.11.2018 Frankfurt Garantietermin!
Europa
Grossbritannien
14.12.2018 Online Training Zeitzone: Europe/London Kurssprache: englisch
 

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