Salesforce Reports & Dashboards in Lightning Experience (SP-RPX101)

Skip to Scheduled Dates

Course Overview

In this course, students will learn how to utilize the basic and advanced analytic capabilities of the Salesforce Lightning Report Builder.

Who Should Attend

Salesforce Administrators, Business Analysts, and Report Writers

Course Objectives

    • Introductions / Overview
    • Set up a Practice Site
    • List Views
    • Report Folders and Report Security
    • Tabular Reports
    • Summary Reports
    • Matrix Reports
    • Report Filters
    • Report Charts
    • Bucket Fields
    • Custom Summary Fields
    • Exporting Report Data
    • Custom Report Types
    • Subscribing to Reports
    • Joined Reports
    • Dashboards

Course Outline

  • Introductions / Overview
  • Set up a Practice Site
  • List Views
  • Report Folders and Report Security
  • Tabular Reports
  • Summary Reports
  • Matrix Reports
  • Report Filters
  • Report Charts
  • Bucket Fields
  • Custom Summary Fields
  • Exporting Report Data
  • Custom Report Types
  • Subscribing to Reports
  • Joined Reports
  • Dashboards

< Back to Course Search

Class Dates & Times

Class times are listed Eastern time

This is a 1-day class

Price: $900.00

Class dates not listed.
Please contact us for available dates and times.