Salesforce Reporting Fundamentals in Lightning Experience (RPX101)

This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports.

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Learning Objectives

When you complete this course, you will be able to:

  • 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


    Course Details

    Course Outline

    1 - Introducing the Course
  • 2 - Reports Tab, Folders, and Formats
  • Navigate the Reports Tab to Find Suitable Reports
  • Create Custom Folders in Classic to be Used in Lightning
  • Describe the Different Formats of Reports
  • Run and Modify Existing Reports
  • 3 - Using the Report Builder
  • Establish a Report Building Process
  • Navigate the Report Builder
  • Create Custom Reports Using a Standard Report Type
  • Use Filters and Filter Logic
  • Export Your Report
  • 4 - Summarizing Your Data
  • Understand the Difference Between a Summary and Matrix Report
  • Use Bucket Fields to Segment Your Data
  • Use Custom Summary Formulas to Perform Calculations on Your Report Data
  • 5 - Getting More Insight from Your Data
  • Add Conditional Highlighting to a Report
  • Create Charts to Display Summary Data
  • Schedule and Email a Report to Run
  • 6 - Dashboards
  • Articulate What a Dashboard Is
  • Understand the Benefits of Creating Dashboards in Lightning
  • Create a Dashboard Using the Dashboard Builder
  • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

    Other Prerequisites

    Prior experience with Salesforce and developing reports in Salesforce Classic

    is highly recommended, but not required.

    Salesforce Reporting Fundamentals in Lightning Experience (RPX101)

    Course Length : 1 Day

    1. Choose a Date | 2. Click Enroll Now [G2R=Guaranteed to Run]

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