Course Summary
Learn how to create and customize reports in Salesforce with this course. Gain the skills to analyze data and make informed business decisions.Key Learning Points
- Understand the basics of Salesforce reporting
- Learn how to create and customize reports to fit your needs
- Gain insights into data and make informed business decisions
Job Positions & Salaries of people who have taken this course might have
- USA: $77,000
- India: ₹605,000
- Spain: €33,000
- USA: $77,000
- India: ₹605,000
- Spain: €33,000
- USA: $102,000
- India: ₹1,006,000
- Spain: €45,000
- USA: $77,000
- India: ₹605,000
- Spain: €33,000
- USA: $102,000
- India: ₹1,006,000
- Spain: €45,000
- USA: $86,000
- India: ₹750,000
- Spain: €39,000
Related Topics for further study
Learning Outcomes
- Create and customize reports in Salesforce
- Analyze data to make informed business decisions
- Automate report generation and distribution
Prerequisites or good to have knowledge before taking this course
- Basic understanding of Salesforce
- Access to a Salesforce account
Course Difficulty Level
BeginnerCourse Format
- Online self-paced course
- Video lectures
- Quizzes and assignments
Similar Courses
- Salesforce Automation
- Salesforce Data Management
- Salesforce App Development
Related Education Paths
- Salesforce Administrator Certification
- Salesforce Developer Certification
- Salesforce Consultant Certification
Notable People in This Field
- CEO of Salesforce
- CTO of Salesforce
Related Books
Description
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.
Knowledge
- 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.
Outline
- Module 1
- Creating Leads and Opportunities
- Reading & Practice Activities
- Module 2
- Service Cloud
- Reading & Practice Activities
- Module 3
- Entitlement Management and Lightning Flow
- Reading & Practice Activities
Summary of User Reviews
Learn how to effectively use Salesforce reporting with this comprehensive course on Coursera. Students have praised the course for its practical approach and real-world examples. The course is highly recommended for anyone looking to improve their Salesforce reporting skills.Key Aspect Users Liked About This Course
practical approach and real-world examplesPros from User Reviews
- In-depth coverage of Salesforce reporting
- Hands-on exercises for practical learning
- Real-world examples that are applicable to most industries
- Clear and concise explanations from the instructor
Cons from User Reviews
- Some users found the course to be too basic
- No certification or official recognition upon completion
- Limited interaction with the instructor and other students
- The course may be too specific for those who are not using Salesforce
Stephane Muller
4.7 Raiting
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