Salesforce: Custom Reports
Salesforce: Custom Reports
MP4 | Video: 720p | Duration: 54:29 | English | Subtitles: VTT | 134.6 MB
MP4 | Video: 720p | Duration: 54:29 | English | Subtitles: VTT | 134.6 MB
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.
Topics include:
- Capturing quality data
- Report formats
- Working with report folders
- Tabular, summary, and matrix reports
- Using formulas
- Custom report types
- Boosting report performance
- Sharing reports