Salesforce for Reports & Dashboards (Classic)

at Certstaffix Training - Near North Side

(114)
Course Details
Price:
$495 4 seats left
Start Date:

Thu, Sep 12, 9:00am - 4:00pm

Next start dates (2)

Location:
Near North Side, Downtown/Loop
500 N Michigan Ave Ste 600
At N Michigan Ave
Chicago, Illinois 60611
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Description
Class Level: Intermediate
Age Requirements: 18 and older
Average Class Size: 3

What you'll learn in this marketing strategy course:

This class is specifically designed to teach administrators, business analysts, or report writers' how to utilize the basic and advanced analytic capabilities of Salesforce.

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 functionalities such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters, and building custom report types. Finally, students will learn how to create and run dashboards, and schedule and email reports and dashboards.

Prerequisite
  • Salesforce.com for Sales Representatives (Classic)
  • Salesforce.com for Sales Representatives (Lightning)
Course Topics
Introductions/log into training orgs
  • Overview of Salesforce object model
  • Tabular, summary, matrix, and join reports
  • Charts, bucket fields, report summary fields, and conditional highlighting
  • Custom report types
  • Dashboards
  • Report and dashboard scheduling
School Notes:
Important:
Courseware (if a course has a Courseware) will be shipped to the address provided two weeks before the class starts. Make sure that the additional info field is properly and correctly filled out to avoid Courseware being lost in transit. Please also note that P.O. Box addresses are not allowed.


The classes are instructor-led live training you attend in a local classroom or from your home/office. Our instructors teach from a remote location while being able to interact with students as in a traditional classroom setting.

Instructors can view student progress and take control of their PC to provide direct assistance. Students can see the instructor's presentation as well as voice questions directly to the instructor and participate in class discussions.

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Refund Policy
You can cancel or reschedule your registration without penalty or charge provided you give notice of 10 business days (M-F) or more days before the start of my class.

If you request to cancel or reschedule your registration 10 Business Days (M-F) or less days before the class start you will be charged 100% the course fee and will not be entitled to a refund. You have one (1) opportunity to use our Make-Up policy to have those funds applied to a later class date.

You cannot change your class location ten (10) Business days (M-F) or less before the class start because Certified Staffing Solutions has shipped training materials and provisioned resources. Location changes requested prior to that timeframe are subject to availability and may incur an additional charge.

Should Certified Staffing Solutions need to cancel your class due to insufficient enrollment, or postpone it due to events beyond their control, Certified Staffing Solutions will notify you as soon as possible. In such cases, you may reschedule to a future class date at no additional charge or receive a refund for any money on account relating to that registration.

Travel arrangements and costs are the sole responsibility of the student. Certified Staffing Solutions suggests obtaining refundable reservations. Certified Staffing Solutions classes are confirmed approximately 14 days before the start of the class. We cannot guarantee class commitments before that window of time. Certified Staffing Solutions will not be responsible for any cancellation costs incurred, including but not limited to, airline/mass transit tickets, hotel reservations and so on.

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Certstaffix Training

All classes at this location

Our downtown Chicago classroom is located at the Avenue Business Center in the Magnificent Mile district, close to plenty of restaurants and parking. When arriving for class, please proceed to Suite 600 and the receptionist will guide you to your classroom.

Start Dates (3)
Start Date Time Teacher # Sessions Price
9:00am - 4:00pm Remote Instructor 1 $495
9:00am - 4:00pm Remote Instructor 1 $495
9:00am - 4:00pm Remote Instructor 1 $495

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School: Certstaffix Training

Certstaffix Training

Certified Staffing Solutions specializes in providing computer training and instructors nationwide. Our instructors are professional trainers and utilize hands-on exercises to reinforce lecture. Each averages more than 5 years delivering classes to business professionals.

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