Salesforce Reports & Dashboards - Beginner Crash Course

About This Course

What's Included in this This Course?

This course was made with beginners in mind! If you need to get up to speed quickly on the many features available with Salesforce reports & dashboards, then this is the place for you.

Over the course of 2.5 hours, we'll cover the essentials you need - and then some - to become a Salesforce reporting (& dashboard-building) superstar.

In addition to learning how to build reports & dashboards, you'll also find in this course:

Step-by-step instructions for setting up your own Salesforce environment

An extra 200 Account data records ready for import - to help make the most of your studies (instructions included)

Carefully edited lectures: including a combination of slides, screen recordings, and visual prompts/cues

Quizzes to test your understanding & PDF written instructions for all the different reports we cover (plus extra practice)

***Please note that this course covers Salesforce Lightning Reports & Dashboards. It does NOT cover reports & dashboards in the older, Salesforce Classic interface

Why learn Salesforce Reports?

Salesforce is one of the largest technology companies in the world. Their CRM (customer relationship management) software enables their customers - thousands of companies & nonprofits - to do their business better: through stronger connections with partners, customers, prospects, and more.

Put another way, LOTS of companies use Salesforce. And Salesforce reporting is a cornerstone of that CRM strategy. Those who know how to build reports & dashboards are true power users, who add real value to their teams. And fortunately, Salesforce Reporting is a skill that anyone on the platform can master - with a bit of guided practice.

About Your Instructor

A lady who's built hundreds of reports, and has supported impact organizations using Salesforce for the past 6 years