SalesForce Training- Implementing a Reporting Strategy (STR301)

You Will Learn How To

• Establish a process for developing and deploying analytics solutions for your sales organization
• Set up an efficient analytics infrastructure to ensure users can find the reports and dashboards they need
• Create effective sales reports and dashboards to address the needs of users at all levels
• Maximize users’ consumption of sales reports and dashboards

Important Course Information

Prerequisites

Attendees should have solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of:

• Navigating Salesforce
• Salesforce objects and their relationships to one another
• Creating reports with the report builder, including filtering,grouping, and summarizing data
• Creating dashboards with the dashboard builderCreate effective sales reports
and dashboards to address the needs of users at all levels
• Maximize users’ consumption of sales reports and dashboards

Course Outline