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Salesforce Reports & Dashboards Training
Develop the skills to analyse your Salesforce data!

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Salesforce Reports & Dashboards Training
Develop the skills to analyse your Salesforce data!

trainingwhite

Salesforce Reports and Dashboards training from real experts!

As registered Salesforce Consulting Partners, we know Salesforce back-to-front.

If your business has invested in Salesforce, you'll want to make sure that you have the ability to distil all that new data you're collecting into insights that can help you drive improvement. This is exactly what the reporting and dashboard tools in Salesforce do.

Let us help you up-skill and start making the most of this fantastic feature!

Payment Icon (500 x 500 px) (400 x 240 px)

Salesforce Reports and Dashboards training from real experts!

Payment Icon (500 x 500 px) (400 x 240 px)

As registered Salesforce Consulting Partners, we know Salesforce back-to-front.

If your business has invested in Salesforce, you'll want to make sure that you have the ability to distil all that new data you're collecting into insights that can help you drive improvement. This is exactly what the reporting and dashboard tools in Salesforce do.

Let us help you up-skill and start making the most of this fantastic feature!

Reports and Dashboards Training Syllabus

  • Creating Reports
  • Working with Filters
  • Working with Groups
  • Summaries and Summary Formulas
  • Bucketing Data
  • Report Types and Formats
  • Charts
  • Dashboard Filters
  • Dynamic Dashboards and 'Running Users'
  • Subscribing to Dashboards
  • Hands-on Build Sessions

Delivery Methods

15

Virtual

16

On-Site

17

Off-Site

Remote Sessions from £595+VAT

Discounts available for multiple attendees

Admin Intro Training Syllabus

  • Creating Reports
  • Working with Filters
  • Working with Groups
  • Summaries and Summary Formulas
  • Bucketing Data
  • Report Types and Formats
  • Charts
  • Dashboard Filters
  • Dynamic Dashboards and 'Running Users'
  • Subscribing to Dashboards
  • Hands-on Build Sessions

Delivery Methods

15

Virtual

16

On-Site

17

Off-Site

Remote Sessions from £595+VAT

Discounts available for multiple attendees

Bespoke training

Payment Icon (300 x 300 px) (9)

Is your Salesforce instance highly customised? When the configuration isn’t ‘out of the box’, you’ll want to build your own training programme.

We’ll write a training programme specifically tailored to your organisation and deliver interactive sessions to get your users up to speed

For bespoke implementations, customers should also consider our How-To Video offer!

Bespoke training

Payment Icon (300 x 300 px) (9)

Is your Salesforce instance highly customised? When the configuration isn’t ‘out of the box’, you’ll want to build your own training programme.

We’ll write a training programme specifically tailored to your organisation and deliver interactive sessions to get your users up to speed

For bespoke implementations, customers should also consider our How-To Video offer!

'How To' Videos / Wiki Sites

We produce short, captioned, step-by-step screen capture video to give users quick reference material for learning or refreshing on ‘how to’!

Coupled with Salesforce Knowledge, our video content is indexed, version-controlled and searchable from within Salesforce - exactly where your users need it!

Comprehension Testing

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Need to make sure your users understand what they’ve learned? Running comprehension testing at the end of a training session can help:

  • Check your users have a full understanding and are battle-ready!
  • Identify further training needs
  • Demonstrate compliance (especially in regulated settings)

Comprehension Testing

Payment Icon (300 x 300 px) (11)

Need to make sure your users understand what they’ve learned? Running comprehension testing at the end of a training session can help:

  • Check your users have a full understanding and are battle-ready!
  • Identify further training needs
  • Demonstrate compliance (especially in regulated settings)

Get a Quote!

Tell us what you need and we'll turn your quote around ASAP!

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PARTNERS/ACCREDITATION

CONTACT US

FIND US ON

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© Appdraft 2021

Appdraft Limited is registered in England under company number 11696760 at Kemp House, 152-160 City Road, London, EC1V 2NX 

PARTNERS/ACCREDITATION

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CONTACT US
FIND US ON
AppDraft white

© Appdraft 2021

Appdraft Limited is registered in England under company number 11696760 at Kemp House, 152-160 City Road, London, EC1V 2NX 

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