Reporting Fundamentals in Lightning Experience is a must for all users who need to report on the data managed within their Salesforce instance. This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports. Information on building dashboards and enhancing your reports via formulas and filters is also provided to help you better analyze your business.
- Work with standard reports.
- Establish a report building process.
- Build custom reports using different reporting formats in Lightning.
- Group and summarize reports in Lightning.
- Use field filters and filter logic.
- Add charts and conditional highlighting.
- Create dashboards in Lightning.
Who Can Benefit
- Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/ Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.
Prior experience with Salesforce and developing reports in Salesforce Classic is highly recommended, but not required.