San Francisco, California
London, United Kingdom
Introduction to Salesforce Reporting Workshop
Join us for a hands-on, action packed workshop with practical training to help Salesforce users get the most out of their information.
In this dynamic workshop, you will learn the secrets of putting Salesforce Reports and Views to use. You'll be able to find and access information more quickly and easier than before and make better decisions.
We will supply you with both a computer and a dedicated Salesforce Training instance, allowing you to securely and safely experiment as you learn.
By the end of this course you will be able to:
- Decide when to use a View and when to use a Report
- Describe what you can do in a View but not a Report
- Describe what you can do in a Report but not a View
- Decide which of the three report types to use, Tabular, Summary, and Matrix
- Use the Report Builder to create a Custom Report
- Create a Tabular report
- Create a Summary report
- Use the Sum/Min/Max/Mean for numerical columns in the Tabular and Summary Report
- Use a Summary Report to group information one and two levels deep
- Use Bucketing, part of the new Analytics Edition
- Create a report folder and save Reports in the folder
- Create Dashboards from a Tabular Report
- Create Dashboards from a Summary Report
Who Should Attend
Anyone who uses Salesforce and would like to be able to display relevent information and report on it, or access and update records more quickly and easily. Staff, management and Salesforce admins will all benefit from this course. Startups, small and medium businesses, corporations, social enterprises and charities will all benefit from what this workshop delivers.
“Excellent workshop… Really useful, I would recommend it to anyone using Salesforce!”
Narjice Basaran, GROW
What to bring: Nothing is required - a computer and Salesforce training instance will be provided. Refreshments will be available.
Where: Just IT Training, 2nd Floor, St. Clare House, 30-33 Minories, London EC3N 1DD. The venue is a 3 minute walk from Aldgate tube or a 5 min walk from Tower Hill tube.
Length: 3 hours
Cost: £150 excluding VAT (£300 excluding VAT for-profit price)
If you have an Annual Support Contract from Giveclarity, this course may be available for free.
How to book: Credit Card
100% refunds are available up until 10 business days before the course start date. After this date no refunds are available, although you are welcome to substitute a different member of staff.
Please visit our website for further Salesforce training in London
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When & Where
Giveclarity is a Salesforce Registered Consulting Partner for non-profits using Salesforce.com. We are also a certified implementation partner of NGO Connect (previously known as roundCause).
Between us, and together, we’ve helped hundreds of organisations in these sectors, from small social enterprises to some of the largest global charities.
A strong, well-developed team, we’ve worked together since 2010, specifically in using Salesforce to help our chosen sectors. We each work for Giveclarity because we want to use our skills and experience to further enhance the great results which charities and non-profits achieve. We work hard to ensure clients get the best out of CRM (customer relationship management) and fundraising.
Giveclarity is itself a social enterprise, reflecting our philosophy and values. We consider ourselves 50% business and 50% social, with a minimum of 50% of profits invested back into the business and the sector.