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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.

Advanced
46m
(4)

Created by Adrien Sacco

Last Updated Feb 01, 2024

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  • Course

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.

Advanced
46m
(4)

Created by Adrien Sacco

Last Updated Feb 01, 2024

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What you'll learn

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.

Advanced Reporting in Salesforce
Advanced
46m
(4)
Table of contents

About the author
Adrien Sacco - Pluralsight course - Advanced Reporting in Salesforce
Adrien Sacco
10 courses 4.6 author rating 24 ratings

Adrien Sacco is a Salesforce Certified Professional and Consultant, with more than 7 years of experience implementing CRMs and Marketing Automation technology. He is extremely passionate in helping others learn what they need to succeed in their career.

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