Who's It For?
People who work in sales or sales operations who are looking to advance their ability to work within the Salesforce platform.
Salesforce is the global leader in customer relationship management (CRM) with over 3.75 million users worldwide using the tool to track their sales, marketing, and analytics. A data-rich tool, learning how to navigate Salesforce can help you streamline processes and provide at-a-glance information about the health of your business. This wealth of data can help your business grow by leaps and bounds, but drilling down into to the data and making sense of it can be a real challenge.
What You'll Learn
By the end of this workshop led by Kelly Pfrommer, you’ll be able to answer specific questions about your business using reports, dashboards, and list views. You’ll become familiar with key Salesforce reporting terminology, learn how to access time-saving prebuilt solutions, and understand how security settings impact what data users are able to see in reports. You’ll also learn how to create and run custom reports, dashboards, and list views while avoiding common pitfalls that can empower your business through data and improve your ROI.
Students must bring their own laptop.