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[ CourseHulu.com ] Advanced Reporting In Salesforce
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Salesforce reports are one of the most powerful functionalities in Salesforce. This course will teach you how to put complex reports together by leveraging advanced reporting functionalities in Salesforce.
What you'll learn
Salesforce reports are one of the most powerful functionalities in Salesforce, but sometimes it can be difficult to know how to achieve exactly what your stakeholders want. In this course, Advanced Reporting in Salesforce, you’ll learn to put together complex reports using Salesforce Reports advanced functionalities. First, you’ll explore how to create smart conditional columns in reports using Bucketing and Summary Formulas. Next, you’ll discover how to work on multiple reports and objects in one report by leveraging Joined Reports and Cross Filters. Finally, you’ll learn how to report on historical data using Report Snapshots. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce Reports needed to put together the more complex reports required by your stakeholders to give them true business insights.
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FILE LIST
Filename
Size
~Get Your Files Here !/01. Course Overview/01. Course Overview.mp4
2.8 MB
~Get Your Files Here !/02. Using Custom Summary Formulas in Salesforce Reports/02. Using Custom Summary Formulas in Salesforce Reports.mp4
10 MB
~Get Your Files Here !/02. Using Custom Summary Formulas in Salesforce Reports/03. Demo-Setting up a Custom Summary Formula on a Salesforce Report.mp4
9.1 MB
~Get Your Files Here !/03. Using Bucketing in Salesforce Reports/04. Understanding Bucketing in Salesforce Reports.mp4
4.7 MB
~Get Your Files Here !/03. Using Bucketing in Salesforce Reports/05. Demo-Setting up Buckets on a Salesforce Report.mp4
5.7 MB
~Get Your Files Here !/04. Joining Multiple Reports Data in Salesforce Reports/06. Understanding Joined Reports in Salesforce Reports.mp4
7.5 MB
~Get Your Files Here !/04. Joining Multiple Reports Data in Salesforce Reports/07. Demo-Setting up a Joined Report in Salesforce.mp4
8.3 MB
~Get Your Files Here !/05. Setting Up Cross Filters in Salesforce Reports/08. Understanding Cross Filters in Salesforce Reports.mp4
8.9 MB
~Get Your Files Here !/05. Setting Up Cross Filters in Salesforce Reports/09. Demo-Setting up a Cross Filter on a Salesforce Report.mp4
5 MB
~Get Your Files Here !/06. Report on Historical Data Using Salesforce Report Snapshots/10. Understand Report Snapshots in Salesforce Reports.mp4
5.7 MB
~Get Your Files Here !/06. Report on Historical Data Using Salesforce Report Snapshots/11. Demo-Setting up a Report Snapshot on a Salesforce Report.mp4
23.2 MB
~Get Your Files Here !/06. Report on Historical Data Using Salesforce Report Snapshots/12. Conclusion.mp4
1.1 MB
~Get Your Files Here !/Bonus Resources.txt
386 B
~Get Your Files Here !/Exercise Files/02/using-custom-summary-formulas-in-salesforce-reports-slides.pdf
1 MB
~Get Your Files Here !/Exercise Files/03/using-bucketing-in-salesforce-reports-slides.pdf
774.2 KB
~Get Your Files Here !/Exercise Files/04/joining-multiple-reports-data-in-salesforce-reports-slides.pdf
1.2 MB
~Get Your Files Here !/Exercise Files/05/setting-up-cross-filters-in-salesforce-reports-slides.pdf
1.1 MB
~Get Your Files Here !/Exercise Files/06/report-on-historical-data-using-salesforce-report-snapshots-slides.pdf
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