Reports & Dashboards Workshop

MARCH 20
April 3
April 17
May 1
VIRTUAL EVENT

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.

Price / Time / Duration

  • Workshop Cost: $299 USD FREE!
  • Time: 1:00 pm – 3:30 pm EST
  • 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.

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