Salesforce Accidental Admin: Reports & Dashboards in Classic and Lightning

Unlock the Power of Data: Salesforce Reports & Dashboards

Even with perfectly accurate data in your Salesforce.com instance, you can't truly understand your business performance without insightful reports and dashboards. This course, Salesforce Accidental Admin: Reports & Dashboards in Classic and Lightning, equips you with the skills to harness the full potential of Salesforce reporting.

Here's what you'll learn:

• Master Report Building: Dive into the world of report builders and understand the crucial distinctions between standard report types and custom report types. Learn how to choose the right report type to extract the data you need.
• Create Compelling Dashboards: Transform raw data into actionable insights by building dynamic dashboards. Visualize key performance indicators (KPIs) and tell a clear story about your business.
• Explore Advanced Reporting Tools: Discover powerful advanced reporting tools within Salesforce to analyze data from multiple dimensions and gain a deeper understanding of trends.
• Organization & Administration Tips: Learn best practices for organizing your reports and dashboards for easy access and efficient administration.

By the end of this course, you'll be able to confidently implement and administer a robust reporting and dashboard strategy in Salesforce. Gain the knowledge to effectively track progress, identify opportunities, and make data-driven decisions to improve your business outcomes. Whether you're working with Salesforce Classic or the latest Lightning interface, this course provides the essential skills for success.