Loading Events

« All Events

  • This event has passed.

Reports & Dashboard Workshop

July 24 @ 1:00 pm 3:30 pm EDT

Learn how to leverage reports and dashboards to present and analyze your Salesforce data. This hands-on workshop will help you understand the different types and formats of reports and how to navigate the reports and dashboard tabs.

$299
Price / Duration
  • Workshop Cost: $299 USD
  • Duration: 2.5 Hour Workshop
This Course is Ideal for:
  • Salesforce Admins
  • Department Power Users
  • Any Salesforce User Looking to Master Reports and Dashboards
Topics:
  • Folders, permissions and sharing
  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Exporting and subscribing to Reports
  • Building Dashboards
  • Alternatives for viewing your data
Prerequisites

Soliant Consulting Sales Cloud User Intro Workshop or equivalent experience.

We're celebrating 20 years! Read about our journey here.

Party horn and confetti
Scroll to Top