Intended for experienced Salesforce.com users and administrators, this workshop provides instruction on the design and deployment of dashboards, including creating reports associated with the dashboards. The course addresses advanced report design and filtering techniques.

Topics

• Overview of Salesforce.com Reporting Options
• Designing Basic Tabular Reports
• Sharing Reports & Security
• Designing Summary Reports
• Using Formula Fields for report grouping
• Designing Matrix Reports
• Using the Salesforce.com Office Edition to do Excel Reporting
• Overview of Dashboard Capabilities
• When to use a Dashboard & effective use of Dashboards to impact performance
• Designing Dashboards
• Questions & Answers

Note: This workshop can be taught on-site for multiple students if in the greater Seattle and Portland areas. Ask SalesPath about this option.

"After attending the reports and dashboards class taught by SalesPath, I am now confident that I can create just about any Salesforce report or dashboard that my management team asks for. I learned about many hidden reporting capabilities that I never would had learned on my own."
- Student