Advanced Reporting in Salesforce

Salesforce reports are one of the most powerful functionalities in Salesforce. This course will teach you how to put complex reports together by leveraging advanced reporting functionalities in Salesforce.

Salesforce reports are one of the most powerful functionalities in Salesforce, but sometimes it can be difficult to know how to achieve exactly what your stakeholders want. In this course, Advanced Reporting in Salesforce, you’ll learn to put together complex reports using Salesforce Reports advanced functionalities. First, you’ll explore how to create smart conditional columns in reports using Bucketing and Summary Formulas. Next, you’ll discover how to work on multiple reports and objects in one report by leveraging Joined Reports and Cross Filters. Finally, you’ll learn how to report on historical data using Report Snapshots. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce Reports needed to put together the more complex reports required by your stakeholders to give them true business insights.

• Course Overview 1min
• Using Custom Summary Formulas in Salesforce Reports 9mins
• Using Bucketing in Salesforce Reports 6mins
• Joining Multiple Reports Data in Salesforce Reports 7mins
• Setting Up Cross Filters in Salesforce Reports 7mins
• Report on Historical Data Using Salesforce Report Snapshots 13mins