Salesforce Reports and Dashboards in Lightning Experience


Course Number: SF-118
Duration: 1 day (6.5 hours)
Format: Live, hands-on

Salesforce Reports and Dashboards Training Overview

This Salesforce® Reports and Dashboards in Lightning Experience training course teaches administrators, business analysts, and report writers how to get the most out of the basic and advanced analytic capabilities of the Salesforce Lightning Report Builder. Students learn the Salesforce object model and how to create and secure reports and dashboards.

Location and Pricing

Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

In addition, some courses are available as live, instructor-led training from one of our partners.

Objectives

  • Create tabular, summary, matrix, and join reports
  • Use advanced reporting functionality including charting, report summary fields, bucket fields, conditional highlighting, advanced report filters, and custom report types
  • Create and run dashboards and schedule and email reports and dashboards

Prerequisites

No prior experience is presumed.

Outline

Expand All | Collapse All

Introduction/Login to Training Orgs
Overview of Salesforce Object Model
Report Types
  • Tabular/Summary/Matrix/Join Reports
Customizing Reports
  • Filtering/Charts/Bucket Fields/Report Summary Fields/Conditional Highlighting
Custom Report Types
Dashboards
Report and Dashboard Scheduling
Conclusion

Training Materials

All Salesforce training students will receive comprehensive courseware.

Software Requirements

Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.



Learn faster

Our live, instructor-led lectures are far more effective than pre-recorded classes

Satisfaction guarantee

If your team is not 100% satisfied with your training, we do what's necessary to make it right

Learn online from anywhere

Whether you are at home or in the office, we make learning interactive and engaging

Multiple Payment Options

We accept check, ACH/EFT, major credit cards, and most purchase orders



Recent Training Locations

Alabama

Birmingham

Huntsville

Montgomery

Alaska

Anchorage

Arizona

Phoenix

Tucson

Arkansas

Fayetteville

Little Rock

California

Los Angeles

Oakland

Orange County

Sacramento

San Diego

San Francisco

San Jose

Colorado

Boulder

Colorado Springs

Denver

Connecticut

Hartford

DC

Washington

Florida

Fort Lauderdale

Jacksonville

Miami

Orlando

Tampa

Georgia

Atlanta

Augusta

Savannah

Hawaii

Honolulu

Idaho

Boise

Illinois

Chicago

Indiana

Indianapolis

Iowa

Cedar Rapids

Des Moines

Kansas

Wichita

Kentucky

Lexington

Louisville

Louisiana

New Orleans

Maine

Portland

Maryland

Annapolis

Baltimore

Frederick

Hagerstown

Massachusetts

Boston

Cambridge

Springfield

Michigan

Ann Arbor

Detroit

Grand Rapids

Minnesota

Minneapolis

Saint Paul

Mississippi

Jackson

Missouri

Kansas City

St. Louis

Nebraska

Lincoln

Omaha

Nevada

Las Vegas

Reno

New Jersey

Princeton

New Mexico

Albuquerque

New York

Albany

Buffalo

New York City

White Plains

North Carolina

Charlotte

Durham

Raleigh

Ohio

Akron

Canton

Cincinnati

Cleveland

Columbus

Dayton

Oklahoma

Oklahoma City

Tulsa

Oregon

Portland

Pennsylvania

Philadelphia

Pittsburgh

Rhode Island

Providence

South Carolina

Charleston

Columbia

Greenville

Tennessee

Knoxville

Memphis

Nashville

Texas

Austin

Dallas

El Paso

Houston

San Antonio

Utah

Salt Lake City

Virginia

Alexandria

Arlington

Norfolk

Richmond

Washington

Seattle

Tacoma

West Virginia

Charleston

Wisconsin

Madison

Milwaukee

Alberta

Calgary

Edmonton

British Columbia

Vancouver

Manitoba

Winnipeg

Nova Scotia

Halifax

Ontario

Ottawa

Toronto

Quebec

Montreal

Puerto Rico

San Juan