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Business Admin & Management Entrepreneurship Computer Science & IT Support Information & Emerging Technologies Professional Certifications

Course Features

Price

Original price was: $657.07.Current price is: $20.10.

Study Method

Online | Self-paced

Course Format

Reading Material - PDF, article

Duration

8 hours, 5 minutes

Qualification

No formal qualification

Certificate

At completion

Additional info

Coming soon

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Salesforce Reports Training course showing a professional CRM dashboard with charts, filters, and sales performance metrics

Overview

Salesforce reports dashboards training in this crash course is designed to give you the practical skills needed to turn raw CRM data into clear, actionable business insights. From your very first lesson, you will learn how to navigate the Salesforce reporting environment with confidence, understand different report types, and locate the tools used by professionals to monitor sales, performance, and customer activity.

You will explore the Lightning Report Builder in depth, learning how to filter data, organise fields, and preview results before running or saving reports. These skills help you create structured views of complex data, allowing managers and teams to make informed decisions based on accurate, real-time information. As you progress, you will practise building tabular, summary, matrix, and joined reports, each designed to answer different types of business questions.

The course also teaches you how to enhance reports using bucket columns, conditional formatting, unique counts, and grouped dates. These features allow you to highlight trends, compare results, and spot opportunities or risks more easily. You will then move into advanced reporting tools such as cross filters, filter logic, and custom formulas, giving you the power to create highly targeted and intelligent reports that go beyond simple data lists.

Dashboards are a key focus of the programme. You will learn how to combine multiple reports into visual displays that include line charts, bar charts, and interactive components. These dashboards help organisations track performance at a glance and communicate insights clearly to stakeholders across sales, marketing, and management teams.

By the end of this Salesforce reports dashboards course, you will be able to build professional-quality reports and dashboards that support smarter decision-making and improved business performance. Learners receive a free course completion certificate after finishing the programme. Multiple premium certificate and transcript options are also available for purchase if required. You will also have access to 5-star rated support available 24/7 through email, ensuring you are always supported throughout your learning journey.

This course is ideal for Salesforce users, business analysts, sales professionals, and administrators who want to gain confidence in reporting and data visualisation. It also suits beginners who are new to Salesforce but need to create meaningful reports and dashboards for their organisation or clients.

No advanced Salesforce experience is required. Learners should have basic computer skills and a general understanding of how businesses use data. Access to a Salesforce environment, such as a free developer account, will help you practise alongside the lessons and gain hands-on experience.

After completing the course, learners can pursue roles such as Salesforce administrator, CRM analyst, reporting specialist, or sales operations assistant. The skills gained also support progression into data analysis, business intelligence, or advanced Salesforce certifications and professional development pathways.

Who is this course for?

Salesforce reports dashboards training in this crash course is designed to give you the practical skills needed to turn raw CRM data into clear, actionable business insights. From your very first lesson, you will learn how to navigate the Salesforce reporting environment with confidence, understand different report types, and locate the tools used by professionals to monitor sales, performance, and customer activity.

You will explore the Lightning Report Builder in depth, learning how to filter data, organise fields, and preview results before running or saving reports. These skills help you create structured views of complex data, allowing managers and teams to make informed decisions based on accurate, real-time information. As you progress, you will practise building tabular, summary, matrix, and joined reports, each designed to answer different types of business questions.

The course also teaches you how to enhance reports using bucket columns, conditional formatting, unique counts, and grouped dates. These features allow you to highlight trends, compare results, and spot opportunities or risks more easily. You will then move into advanced reporting tools such as cross filters, filter logic, and custom formulas, giving you the power to create highly targeted and intelligent reports that go beyond simple data lists.

Dashboards are a key focus of the programme. You will learn how to combine multiple reports into visual displays that include line charts, bar charts, and interactive components. These dashboards help organisations track performance at a glance and communicate insights clearly to stakeholders across sales, marketing, and management teams.

By the end of this Salesforce reports dashboards course, you will be able to build professional-quality reports and dashboards that support smarter decision-making and improved business performance. Learners receive a free course completion certificate after finishing the programme. Multiple premium certificate and transcript options are also available for purchase if required. You will also have access to 5-star rated support available 24/7 through email, ensuring you are always supported throughout your learning journey.

This course is ideal for Salesforce users, business analysts, sales professionals, and administrators who want to gain confidence in reporting and data visualisation. It also suits beginners who are new to Salesforce but need to create meaningful reports and dashboards for their organisation or clients.

No advanced Salesforce experience is required. Learners should have basic computer skills and a general understanding of how businesses use data. Access to a Salesforce environment, such as a free developer account, will help you practise alongside the lessons and gain hands-on experience.

After completing the course, learners can pursue roles such as Salesforce administrator, CRM analyst, reporting specialist, or sales operations assistant. The skills gained also support progression into data analysis, business intelligence, or advanced Salesforce certifications and professional development pathways.

Requirements

Salesforce reports dashboards training in this crash course is designed to give you the practical skills needed to turn raw CRM data into clear, actionable business insights. From your very first lesson, you will learn how to navigate the Salesforce reporting environment with confidence, understand different report types, and locate the tools used by professionals to monitor sales, performance, and customer activity.

You will explore the Lightning Report Builder in depth, learning how to filter data, organise fields, and preview results before running or saving reports. These skills help you create structured views of complex data, allowing managers and teams to make informed decisions based on accurate, real-time information. As you progress, you will practise building tabular, summary, matrix, and joined reports, each designed to answer different types of business questions.

The course also teaches you how to enhance reports using bucket columns, conditional formatting, unique counts, and grouped dates. These features allow you to highlight trends, compare results, and spot opportunities or risks more easily. You will then move into advanced reporting tools such as cross filters, filter logic, and custom formulas, giving you the power to create highly targeted and intelligent reports that go beyond simple data lists.

Dashboards are a key focus of the programme. You will learn how to combine multiple reports into visual displays that include line charts, bar charts, and interactive components. These dashboards help organisations track performance at a glance and communicate insights clearly to stakeholders across sales, marketing, and management teams.

By the end of this Salesforce reports dashboards course, you will be able to build professional-quality reports and dashboards that support smarter decision-making and improved business performance. Learners receive a free course completion certificate after finishing the programme. Multiple premium certificate and transcript options are also available for purchase if required. You will also have access to 5-star rated support available 24/7 through email, ensuring you are always supported throughout your learning journey.

This course is ideal for Salesforce users, business analysts, sales professionals, and administrators who want to gain confidence in reporting and data visualisation. It also suits beginners who are new to Salesforce but need to create meaningful reports and dashboards for their organisation or clients.

No advanced Salesforce experience is required. Learners should have basic computer skills and a general understanding of how businesses use data. Access to a Salesforce environment, such as a free developer account, will help you practise alongside the lessons and gain hands-on experience.

After completing the course, learners can pursue roles such as Salesforce administrator, CRM analyst, reporting specialist, or sales operations assistant. The skills gained also support progression into data analysis, business intelligence, or advanced Salesforce certifications and professional development pathways.

Career path

Salesforce reports dashboards training in this crash course is designed to give you the practical skills needed to turn raw CRM data into clear, actionable business insights. From your very first lesson, you will learn how to navigate the Salesforce reporting environment with confidence, understand different report types, and locate the tools used by professionals to monitor sales, performance, and customer activity.

You will explore the Lightning Report Builder in depth, learning how to filter data, organise fields, and preview results before running or saving reports. These skills help you create structured views of complex data, allowing managers and teams to make informed decisions based on accurate, real-time information. As you progress, you will practise building tabular, summary, matrix, and joined reports, each designed to answer different types of business questions.

The course also teaches you how to enhance reports using bucket columns, conditional formatting, unique counts, and grouped dates. These features allow you to highlight trends, compare results, and spot opportunities or risks more easily. You will then move into advanced reporting tools such as cross filters, filter logic, and custom formulas, giving you the power to create highly targeted and intelligent reports that go beyond simple data lists.

Dashboards are a key focus of the programme. You will learn how to combine multiple reports into visual displays that include line charts, bar charts, and interactive components. These dashboards help organisations track performance at a glance and communicate insights clearly to stakeholders across sales, marketing, and management teams.

By the end of this Salesforce reports dashboards course, you will be able to build professional-quality reports and dashboards that support smarter decision-making and improved business performance. Learners receive a free course completion certificate after finishing the programme. Multiple premium certificate and transcript options are also available for purchase if required. You will also have access to 5-star rated support available 24/7 through email, ensuring you are always supported throughout your learning journey.

This course is ideal for Salesforce users, business analysts, sales professionals, and administrators who want to gain confidence in reporting and data visualisation. It also suits beginners who are new to Salesforce but need to create meaningful reports and dashboards for their organisation or clients.

No advanced Salesforce experience is required. Learners should have basic computer skills and a general understanding of how businesses use data. Access to a Salesforce environment, such as a free developer account, will help you practise alongside the lessons and gain hands-on experience.

After completing the course, learners can pursue roles such as Salesforce administrator, CRM analyst, reporting specialist, or sales operations assistant. The skills gained also support progression into data analysis, business intelligence, or advanced Salesforce certifications and professional development pathways.

    • Quick Course Overview 00:10:00
    • Troubleshooting and Verification 00:10:00
    • Signing Up for a Developer Org (Optional) 00:10:00
    • Importing Account Records (Optional) 00:10:00
    • What Is a Salesforce Report 00:10:00
    • Differences Between Report Types 00:10:00
    • Finding the Reports Tab 00:10:00
    • Choosing a Report Type 00:10:00
    • Using the Report Builder Filter Pane 00:10:00
    • Exploring the Report Builder Outline Pane 00:10:00
    • Working with the Report Builder Preview Pane 00:10:00
    • Saving & Running the Report 00:10:00
    • Recap 00:10:00
    • The Four Different Kinds of Reports 00:10:00
    • Building a Tabular Report with Row Limit 00:10:00
    • Building a Summary Report 00:10:00
    • Adding a Report Chart 00:10:00
    • Building a Summary Report with Bucket Columns 00:10:00
    • Recap from Assignment 2 00:10:00
    • Building a Matrix Report 00:10:00
    • Building a Matrix Report with Bucket Columns 00:10:00
    • Building a Joined Report 00:10:00
    • Quick Considerations for Joined Reports 00:10:00
    • Recap from Assignment 3 00:10:00
    • Using Bucket Columns 00:10:00
    • Applying Unique Count 00:10:00
    • Conditional Formatting 00:10:00
    • Grouping Dates 00:10:00
    • Understanding the Report Run Page 00:10:00
    • Applying Filter Logic 00:10:00
    • Using Cross Filters 00:10:00
    • Creating Summary & Row-Level Formulas 00:10:00
    • What Is a Salesforce Dashboard 00:10:00
    • Building a Dashboard 00:10:00
    • Building Continued – Line Charts 00:10:00
    • Dashboard Component Setup 00:10:00
    • Dashboard Properties 00:10:00
    • Dashboard Filters 00:10:00
    • Interacting with Dashboards 00:10:00
    • Folder Sharing 00:10:00
    • Practice with Trailhead 00:10:00
    • Staying Up-to-Date with the Quarterly Release 00:10:00
    • Exam of Salesforce Reports & Dashboards – Beginner Crash Course 2022 00:50:00
    • Premium Certificate 00:15:00
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Yes, our premium certificate and transcript are widely recognized and accepted by embassies worldwide, particularly by the UK embassy. This adds credibility to your qualification and enhances its value for professional and academic purposes.

Yes, this course is designed for learners of all levels, including beginners. The content is structured to provide step-by-step guidance, ensuring that even those with no prior experience can follow along and gain valuable knowledge.

Yes, professionals will also benefit from this course. It covers advanced concepts, practical applications, and industry insights that can help enhance existing skills and knowledge. Whether you are looking to refine your expertise or expand your qualifications, this course provides valuable learning.

No, you have lifetime access to the course. Once enrolled, you can revisit the materials at any time as long as the course remains available. Additionally, we regularly update our content to ensure it stays relevant and up to date.

I trust you’re in good health. Your free certificate can be located in the Achievement section. The option to purchase a CPD certificate is available but entirely optional, and you may choose to skip it. Please be aware that it’s crucial to click the “Complete” button to ensure the certificate is generated, as this process is entirely automated.

Yes, the course includes both assessments and assignments. Your final marks will be determined by a combination of 20% from assignments and 80% from assessments. These evaluations are designed to test your understanding and ensure you have grasped the key concepts effectively.

We are a recognized course provider with CPD, UKRLP, and AOHT membership. The logos of these accreditation bodies will be featured on your premium certificate and transcript, ensuring credibility and professional recognition.

Yes, you will receive a free digital certificate automatically once you complete the course. If you would like a premium CPD-accredited certificate, either in digital or physical format, you can upgrade for a small fee.

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Course Features

Price

Original price was: $657.07.Current price is: $20.10.

Study Method

Online | Self-paced

Course Format

Reading Material - PDF, article

Duration

8 hours, 5 minutes

Qualification

No formal qualification

Certificate

At completion

Additional info

Coming soon

  • Share

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