Level: Beginner

16. Reporting in Salesforce: What Reports Can You Request?

Customer Service, Sales

This course will explain what reports are available in Salesforce and their purpose.

Course content

Lesson Welcome to Reporting in Salesforce: What reports can you request?
- Welcome video (1 min)
- * Learning objectives (1 min)
Lesson Where to find the reports
- * Salesforce (5 min)
- * Quarterly and Semiannual Reports (5 min)
Lesson Pre-built reports useful for Customer Service
- * List of CS-related reports (5 min)
- Example 1 & Implications (5 min)
- Example 2 & Implications (5 min)
Lesson Pre-built reports useful for Sales
- * List of Sales reports (& what you might be asked by your Account Managers) (5 min)
- Example 1 & Implications (5 min)
- Example 2 & Implications (5 min)
Lesson Recap
- * Recap (2 min)
- * Final Quiz (5 min)