Salesforce Reporting

Salesforce Reporting

This course is part of Salesforce Fundamentals Specialization

Instructor: Stephane Muller

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.

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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

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.

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.