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Salesforce Reporting

Salesforce Reporting
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Host: Paul Baxter, Knowledge Manager + Analyst, Craftsman Technology Group

Salesforce Reporting is a half day classroom training recommended for intermediate-level Salesforce users. The training allows for detailed scenarios and hands-on exercises. It gives nonprofit professionals a deeper understanding of how to best leverage Salesforce.

Learn to choose, organize and present useful reports to your staff and board. Leave with an understanding of reporting best practices and the knowledge to:

  • Use the Salesforce Report Builder
  • Create custom lists
  • Sort and filter records
  • Export data
  • Analyze data with reports
  • Build custom report types
  • Create charts and dashboards

Please bring a laptop to the training. There will be hands-on learning exercises. Chrome or Firefox browsers are recommended (Internet Explorer and Safari do not work well with Salesforce). Chromebooks and tablets are not recommended due to varying interfaces.

Contact events@craftsmantech.com with any questions or for more information.

Views - 27/02/2020 Last update
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Craftsman Technology Group
192 South Street, Boston, 2111, MA, US
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Craftsman Technology Group
192 South Street, Boston, 2111, MA, US
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