Salesforce: Custom Reports
With Christopher Matthew Spencer
Liked by 450 users
Duration: 54m
Skill level: Intermediate
Released: 9/29/2017
Course details
Using Salesforce data, there are a variety of ways to share sales and customer data both within your team and externally. In this course, discover how to develop meaningful custom reports using Salesforce, and share those reports using several methods, including automated emails. Instructor Christopher Matthew Spencer explains how to capture quality data and work with report folders. He also shows how to build tabular, summary, and matrix reports, and dives into the uses for each of these report formats. Plus, he shares helpful tips for boosting report performance, and demonstrates how to build and export custom reports.
Skills you’ll gain
Earn a sharable certificate
Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.
LinkedIn Learning
Certificate of Completion
-
Showcase on your LinkedIn profile under “Licenses and Certificate” section
-
Download or print out as PDF to share with others
-
Share as image online to demonstrate your skill
Meet the instructor
Learner reviews
-
Majdi Abdulaziz
Majdi Abdulaziz
Programme Analyst, RBM -UNV Regional Office of Arab States
Contents
What’s included
- Learn on the go Access on tablet and phone