Advanced Reporting in Salesforce

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Adrien Sacco

45:55

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01. Course Overview

01. Course Overview.mp4

01:27

02. Using Custom Summary Formulas in Salesforce Reports

02. Using Custom Summary Formulas in Salesforce Reports.mp4

05:40

03. Demo-Setting up a Custom Summary Formula on a Salesforce Report.mp4

04:13

03. Using Bucketing in Salesforce Reports

04. Understanding Bucketing in Salesforce Reports.mp4

02:40

05. Demo-Setting up Buckets on a Salesforce Report.mp4

03:26

04. Joining Multiple Reports Data in Salesforce Reports

06. Understanding Joined Reports in Salesforce Reports.mp4

03:55

07. Demo-Setting up a Joined Report in Salesforce.mp4

03:44

05. Setting Up Cross Filters in Salesforce Reports

08. Understanding Cross Filters in Salesforce Reports.mp4

04:40

09. Demo-Setting up a Cross Filter on a Salesforce Report.mp4

02:47

06. Report on Historical Data Using Salesforce Report Snapshots

10. Understand Report Snapshots in Salesforce Reports.mp4

03:03

11. Demo-Setting up a Report Snapshot on a Salesforce Report.mp4

09:39

12. Conclusion.mp4

00:41

Description

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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Adrien Sacco

Instructor's Courses

Adrien Sacco is a Salesforce Certified Professional and Consultant, with more than 7 years of experience implementing CRMs and Marketing Automation technology. He is extremely passionate in helping others learn what they need to succeed in their career.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.