Reports & Dashboards Workshop
February 20, 2025 @ 1:00 pm – 3:30 pm EST
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.
Free
Price / Duration
- Workshop Cost:
$299 USDFREE! - 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.