The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of: – Navigating Salesforce. – Salesforce objects and their relationships to one another. – The Salesforce security and sharing model. – Creating reports with the report builder. – Creating dashboards with the dashboard builder. – Profile permissions.
This course is a must for anyone responsible for using reports and dashboards to drive business results in a sales organization. Implementing a Reporting Strategy for the Sales Could provides you with the skills and knowledge you need to gather requirements, design and build custom reports and dashboards, and deploy them to your users. Using real-world scenarios, this course gives you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance