Reporting Fundamentals in Lightning Experience ( RPX101 )

Course Description

Fundamentals of Reporting in Lightning Experience is required for all users who must register on the data managed within their Salesforce instance. This course will teach you how to customize existing reports and create your own reports using the Salesforce reporting toolset. To help you better analyze your business, information on creating dashboards and enhancing your reports with formulas and filters is also provided. Please keep in mind that this class uses Trailhead for hands-on exercises.

Prerequisites

No prerequisites are needed.

Target Audience

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

Content Outline

  • Navigate the Reports Tab to Find Suitable Reports
  • Make Custom Folders in Classic to be Used in Lightning
  • Explain the Different Formats of Reports
  • Run & Modify Existing Reports
  • Establish a Report Making Process
  • Navigate the Report Maker
  • Make Custom Reports Using a Standard Report Type
  • Use Filters & Filter Logic
  • Export Your Report
  • Understand the Difference Between a Summary & Matrix Report
  • Use Bucket Fields to Segment Your Data
  • Use Custom Summary Formulas to Perform Calculations on Your Report Data
  • Add Conditional Highlighting to a Report
  • Make Charts to Display Summary Data
  • Schedule & Email a Report to Run
  • Articulate What a Dashboard Is
  • Understand the Benefits of Creating Dashboards in Lightning
  • Make a Dashboard Using the Dashboard Makeer

FAQs

This course is a must for new Salesforce administrators. We recommend administrators take this training program for many advantages before starting a Salesforce deployment or taking over an existing one.

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

 In this course, you will learn to:

  • Work with standard reports.
  • Establish an account-making process.
  • Make custom reports using different reporting formats in Lightning.
  • Group & summarize reports in Lightning.
  • Use field filters & filter logic.
  • Add charts & conditional highlighting.
  • Make dashboards in Lightning.

In case of Radiant Techlearning solutions cancel an event, 100% of the course fee will be refunded to the participant. 

We provide best-in-class training programs to our clients with many services. Radiant also believe in taking feedback from its client’s time to time. If you face any difficulty, you can freely discuss it with us. However, due to some reason, if your expectations are not met. We have a refund policy in which Radiant will refund your payment within seven days. To get the refund, you must inform us about your concern before the 20% completion of the training program.

 

To know about the fees details, you can email us at training@radianttechlearning.com with your requirement in detail containing the below information

In the case of Self / Individual 

  • Training Program
  • Training Mode (Online/ Classroom)
  • Location (in case of the classroom):
  • Background (Education/ Technology/ Year of experience, etc. )
  • Training Timeline 

In the case of Corporate Training

  • Training Program
  • No. of Participants
  • Training Mode (Online/ Classroom)
  • Location (in case of the classroom):
  • Participant’s Background (Education/ Technology/ Year of experience, etc.)
  • Training Timeline 
  • Expectations from the training program

The learners will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.

Radiant issues course completion certificates to all participants who complete the training program, which consists of various real-time projects, assignments, quizzes, and other tasks. Once the course is completed, you will be assigned a project that you must complete in two weeks.

Radiant Techlearning experts will assess the project on a variety of criteria. To be eligible for the verified certificate, you must have a grade point average minimum of 60%.

Only after completing these criteria would you be awarded a Radiant verified certificate & which the participants can use for their future job purpose. 

Participants will be awarded grades according to the following criteria:

  • 90% – 100% – AAA+
  • 80% – 90% – AA+
  • 70% – 80% – A+
  • 60% – 70% – A

No. These training programs are helping to improve your skills & knowledge of the technology, which would allow you to land your dream job by learning them. 

Our training program will maximize your ability & chances of getting a successful job. You have to select a job according to your convenience. Your performance in the training program & interview is crucial for getting a good job.

Send a Message.


  • Enroll