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Salesforce Classic Reporting: From Beginner to Advanced!
Welcome to the Course!
Welcome to the Course! (1:33)
Course Toolbox: Get Your Course Resources Here
Salesforce Classic: An Overview (4:13)
What is a Salesforce report and why is it important? (10:07)
Building a Tabular Report: I want to see my customers names and contact info
Let's look at a Contact record before we run the report (3:27)
Learn about reports by building a simple Contacts report (8:59)
Let's look at an Opportunity record before we run the report (3:26)
Your boss wants a tabular report showing Opportunities--Let's do it! (3:52)
How to run and export a tabular report (12:15)
Refresh Your Salesforce Knowledge
What is the difference between Standard and Custom Objects? (15:30)
Standard and Custom Objects Quiz (13:05)
Bonus Content: Analytics, Reports and Dashboards (10:17)
Reports and Dashboards Quiz (12:05)
Build a Summary Report: Our Boss needs a chart to answer her questions.
Let's look at a Leads record before we run the report (4:07)
Let's learn to read a summary report (7:42)
Demo Summary Report-What are the most successful leads sources for closed leads? (15:42)
Build a Matrix Report: What is the status of each opportunity?
Build a Matrix Report (11:10)
Use Filter Logic to Answer AND/OR questions (6:14)
Hermione needs a Cross Filter to solve her problem ASAP! (3:09)
How to use a cross filter to draw from multiple objects (9:46)
Build a Joined Report: Put all these together
Willie Nelson wants a Joined Report! (2:20)
Let's Build a Joined Report (8:48)
Learn more about the Salesforce Admin Certification (2:46)
Learn more about how to land that DREAM Salesforce Job (4:50)
Facebook Live With Dennis Smith-Why should You Learn Salesforce to Earn More? (29:22)
Demo Summary Report-What are the most successful leads sources for closed leads?
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