Salesforce Report Writing and Dashboard Training

Learn all the essentials of how to build must-have reports and dashboards for measuring and controlling the success of your business with this introductory Salesforce Report Writing Training

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Salesforce Report Writing Training Webinars

Salesforce Report Design: Understand the importance of knowing where your data is, the structure of you data and how this will be reflected in your Salesforce Reports and Dashboards

Building Salesforce Reports: Layer up your knowledge of the main functional areas of Salesforce report writing with hands-on, real-life examples that are specific to your business.

Creating Salesforce Dashboards: Understand and utilise all the essential aspects of building Salesforce Dashboards and create a dashboard specific for measuring your business success.

Salesforce Report Writing Training

Salesforce Report Writing and Dashboard Workshop Webinar series

Day 1

Tuesday 29th October 2024

10.30 am – midday

  • Data structures
  • Report Design
  • Folders & Sharing
  • Report Writer Structure fundamentals
  • Columns & Filters
  • Grouping & Summaries
  • Simple charts

Day 2

Thursday 31st October 2024

10.30 am – midday

  • Bucket Fields
  • Cross Filters
  • Simple Summary Formulas
  • Build 6 reports

Day 3

Friday 1st November 2024

10.30 am – midday

  • Component Types
  • Dashboard Properties
  • Dashboard Filters
  • Wrap up

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Register Here

Register your details here to get enrolled for the Salesforce Report Writing and Dashboard Training and we will get in touch with you to understand a little more about your objectives and make arrangements to get you onto the workshops.

£375 per attendee

Plus VAT at the standard appropriate rate. Price is strictly for a single attendee logging in separately to a Zoom webinar