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Salesforce Reporting Fundamentals in Lightning Experience (RPX101)

4.6 out of 5 rating Last updated 05/12/2024   English

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Click "Enquire" below to find out more about this course

Interested in available dates? Would like to book a private session of this course for your company? Or for any other queries please simply fill out the form below.


Duration

1 Days

6 CPD hours

Overview

When you complete this course, you will be able to:Work with standard reports.Establish a report building process.Build custom reports using different reporting formats in Lightning.Group and summarize reports in Lightning.Use field filters and filter logic.Add charts and conditional highlighting.Create dashboards in Lightning

Description

This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports.

Introducing the CourseReports Tab, Folders, and Formats
  • Navigate the Reports Tab to Find Suitable Reports
  • Create Custom Folders in Classic to be Used in Lightning
  • Describe the Different Formats of Reports
  • Run and Modify Existing Reports
Using the Report Builder
  • Establish a Report Building Process
  • Navigate the Report Builder
  • Create Custom Reports Using a Standard Report Type
  • Use Filters and Filter Logic
  • Export Your Report
Summarizing Your Data
  • Understand the Difference Between a Summary and Matrix Report
  • Use Bucket Fields to Segment Your Data
  • Use Custom Summary Formulas to Perform Calculations on Your Report Data
Getting More Insight from Your Data
  • Add Conditional Highlighting to a Report
  • Create Charts to Display Summary Data
  • Schedule and Email a Report to Run
Dashboards
  • Articulate What a Dashboard Is
  • Understand the Benefits of Creating Dashboards in Lightning
  • Create a Dashboard Using the Dashboard Builder
Additional course details:

Nexus Humans Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

FAQ for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) Course

Available Delivery Options for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training.
  • Live Instructor Led Classroom Online (Live Online)
  • Traditional Instructor Led Classroom (TILT/ILT)
  • Delivery at your offices in London or anywhere in the UK
  • Private dedicated course as works for your staff.
How many CPD hours does the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training provide?

The 1 day. Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training course give you up to 6 CPD hours/structured learning hours. If you need a letter or certificate in a particular format for your association, organisation or professional body please just ask.

What is the correct audience for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training?

Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

Do you provide training for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101).

Yes we provide corporate training, dedicated training and closed classes for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101). This can take place anywhere in Ireland including, Dublin, Cork, Galway, Northern Ireland or live online allowing you to have your teams from across Ireland or further afield to attend a single training event saving travel and delivery expenses.

What is the duration of the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) program.

The Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training takes place over 1 day(s), with each day lasting approximately 8 hours including small and lunch breaks to ensure that the delegates get the most out of the day.

Why are Nexus Human the best provider for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101)?
Nexus Human are recognised as one of the best training companies as they and their trainers have won and hold many awards and titles including having previously won the Small Firms Best Trainer award, national training partner of the year for Ireland on multiple occasions, having trainers in the global top 30 instructor awards in 2012, 2019 and 2021. Nexus Human has also been nominated for the Tech Excellence awards multiple times. Learning Performance institute (LPI) external training provider sponsor 2024.
Is there a discount code for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training.

Yes, the discount code PENPAL5 is currently available for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training. Other discount codes may also be available but only one discount code or special offer can be used for each booking. This discount code is available for companies and individuals.

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Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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