Salesforce Reporting focuses on how the micro-level changes in Salesforce affect the macro level of the user experience. In this course, you will focus on creating custom objects, field dependencies, and work flows to track accounts or services. It is also important that you maintain data clean for your organization and you will work with creating reports, managing data, and creating full reports and dashboards. Lastly, you will focus on your customer base with Salesforce Service Cloud to maintain engagement through your services. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.
Salesforce Reporting
Salesforce Reporting
This course is part of Salesforce Fundamentals Specialization
Instructor: Stephane Muller
4,486 already enrolled
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Gain insight into a topic and learn the fundamentals.
4.6
(29 reviews)
Beginner level
Recommended experience
23 hours to complete
3 weeks at 7 hours a week
Flexible schedule
Learn at your own pace
What you'll learn
Create an Einstein Analytics App and customize an Einstein Analytics Home Page.
Create users and manage access to enterprise data and customize the Lightning Experience user interface.
Create customer entitlements and an entitlement process with milestones.
Skills you'll gain
Details to know
Shareable certificate
Add to your LinkedIn profile
Taught in English
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This course is part of the Salesforce Fundamentals Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 3 modules in this course
As a business administration specialist you will be in charge of creating custom objects, field dependencies, and work flows to track accounts or services. This module you will get your hands dirty and start learning how this would be applied into an organization. As you go through the projects make sure that you are conceptually learning how this may be applied to any organization even though the example is primarily sales.
What's included
1 video1 reading1 peer review1 discussion prompt
In the age of mobile phones, it is important for an organization to make things simpler for the customer. In this module you will learn how you can use the Salesforce mobile app to track your leads, view reports, and keep your workforce engaged when they are not in the office. You will Salesforce Service Cloud can help you engage with your customer base and keep you at top of mind.
What's included
1 video1 reading1 peer review1 discussion prompt
We will continue reviewing data security through our virtual sessions - limiting fields, levels of security, and demonstrating the difference between hierarchy and roles. At home, you will focus on creating a process builder with multiset functions on custom objects, change permissions, and restrict access.
What's included
1 video1 reading1 peer review1 discussion prompt
Instructor
Instructor ratings
3.8 (7 ratings)Offered by
Recommended if you're interested in Business Essentials
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Salesforce
University of California, Irvine
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4.6
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5
Reviewed on Jun 13, 2021
Very interesting course with all the important topics regarding the Salesforce reporting covered.
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Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
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