Level: Beginner

16. Reporting in Salesforce: Reporting for Salesforce Users

Customer Service, Sales, Sales&CS

This course will show you how to work with and create Reports in Salesforce.

Course content

Lesson Welcome to Reporting in Salesforce: Reporting for Salesforce Users
- Welcome message (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 How to customize and extract your reports
- * Editing existing reports and saving new reports (5 min)
- * Adding or deleting columns (5 min)
- * The use of filters (5 min)
- * Summarizing & showing values (5 min)
- * How to extract your reports (5 min)
Lesson Recap
- * Recap (2 min)
- * Final Quiz (5 min)