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Reporting Fundamentals (RPT-101)



Unlock the Power of Reporting with Salesforce: A Comprehensive Guide for All Users

Empower Yourself with Data-Driven Insights

In today’s data-driven world, the ability to generate insightful reports from Salesforce is crucial for informed decision-making and business success. This comprehensive course, “Reporting Basics,” equips all Salesforce users with the essential skills to harness the power of Salesforce’s reporting capabilities.

Course Highlights:

  • Master the Fundamentals of Salesforce Reporting: Delve into the core concepts of Salesforce reporting, including report types, components, and data sources.
  • Unleash the Potential of Salesforce Reporting Tools: Explore the Salesforce reporting toolkit, including report builder, filters, and formulas, to create customized reports tailored to your specific needs.
  • Visualize Your Data with Impactful Dashboards: Learn how to create and configure dashboards that effectively present key business metrics and insights.
  • Enhance Your Reporting Expertise: Discover advanced reporting techniques, such as relationship reports, matrix reports, and cross-filter reports, to gain a deeper understanding of your data.

Target Audience:

This course is designed for all Salesforce users who need to generate reports from their Salesforce data, including:

  1. Sales representatives seeking to track sales performance and identify opportunities
  2. Marketing professionals analyzing campaign effectiveness and customer engagement
  3. Customer service teams monitoring customer interactions and resolving issues
  4. Business analysts gaining insights into overall business trends and performance


  • Empower Data-Driven Decision-Making: Gain the ability to generate actionable reports that inform strategic decisions and drive business growth.
  • Enhance Organizational Efficiency: Improve team collaboration and communication by sharing insightful reports with colleagues and stakeholders.
  • Become a Salesforce Reporting Pro: Elevate your Salesforce skills and become a valuable asset to your organization.