Salesforce Reporting Fundamentals in Lightning Experience (RPX101)

Price
$600.00 USD

Duration
1 Day

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Objectives

  • 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.

Who Should Attend?

Business User
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Agenda

1. 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

2. 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

3. 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

4. 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

5. Dashboards

  • Articulate What a Dashboard Is
  • Understand the Benefits of Creating Dashboards in Lightning
  • Create a Dashboard Using the Dashboard Builder
 

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