A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards.
This class is designed for technology managers, business analysts, software architects and technology leaders who are responsible for the success of a Salesforce or Force.com implementation. A student in this class will be exposed to a broad range of topics at the appropriate level of detail for a technology leader. Upon completion of the class, a technology leader will be able to effectively coach their team on the appopriate use of the technology. The class will be taught by a senior instructor with real-world consulting and implementation experience who will lecture and facilitate discussions about the appropriate use of the technologies introduced.
This class is delivered by a senior instructor with many years of real world consulting experience and is specifically designed to prepare consultants to pass the Salesforce Certified Service Consultant Exam. The instructor will cover all the key customer service concepts within Salesforce in addition to sharing real world experiences and best practices.
Whether you are a new Salesforce® system administrator or have been managing Salesforce for some time, you probably realize that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you're taking the right approach and really providing the support that is needed?