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URL: https://www.coursera.org/learn/salesforce-reporting

⇱ Salesforce Reporting | Coursera


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Salesforce Reporting

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Gain insight into a topic and learn the fundamentals.
4.6

32 reviews

Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
4.6

32 reviews

Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Create an Einstein Analytics App and customize an Einstein Analytics Home Page.

  • Create users and manage access to enterprise data and customize the Lightning Experience user interface.

  • Create customer entitlements and an entitlement process with milestones.

Details to know

Shareable certificate

Add to your LinkedIn profile

Taught in English

Build your subject-matter expertise

This course is part of the Salesforce Fundamentals Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 3 modules in this course

Salesforce Reporting focuses on how the micro-level changes in Salesforce affect the macro level of the user experience. In this course, you will focus on creating custom objects, field dependencies, and work flows to track accounts or services. It is also important that you maintain data clean for your organization and you will work with creating reports, managing data, and creating full reports and dashboards. Lastly, you will focus on your customer base with Salesforce Service Cloud to maintain engagement through your services. The course includes in-depth readings and practical application activities within Salesforce's Trailhead education platform, peer discussion opportunities, demonstration videos, and peer review assignments.

As a business administration specialist you will be in charge of creating custom objects, field dependencies, and work flows to track accounts or services. This module you will get your hands dirty and start learning how this would be applied into an organization. As you go through the projects make sure that you are conceptually learning how this may be applied to any organization even though the example is primarily sales.

What's included

1 video1 reading1 peer review1 discussion prompt

1 videoβ€’Total 7 minutes
  • Creating Leads and Opportunitiesβ€’7 minutes
1 readingβ€’Total 180 minutes
  • Reading & Practice Activitiesβ€’180 minutes
1 peer reviewβ€’Total 30 minutes
  • Module Badgesβ€’30 minutes
1 discussion promptβ€’Total 45 minutes
  • Custom Fieldsβ€’45 minutes

In the age of mobile phones, it is important for an organization to make things simpler for the customer. In this module you will learn how you can use the Salesforce mobile app to track your leads, view reports, and keep your workforce engaged when they are not in the office. You will Salesforce Service Cloud can help you engage with your customer base and keep you at top of mind.

What's included

1 video1 reading1 peer review1 discussion prompt

1 videoβ€’Total 9 minutes
  • Service Cloudβ€’9 minutes
1 readingβ€’Total 595 minutes
  • Reading & Practice Activitiesβ€’595 minutes
1 peer reviewβ€’Total 30 minutes
  • Module Badgesβ€’30 minutes
1 discussion promptβ€’Total 45 minutes
  • Salesforce Mobile Implementationβ€’45 minutes

We will continue reviewing data security through our virtual sessions - limiting fields, levels of security, and demonstrating the difference between hierarchy and roles. At home, you will focus on creating a process builder with multiset functions on custom objects, change permissions, and restrict access.

What's included

1 video1 reading1 peer review1 discussion prompt

1 videoβ€’Total 26 minutes
  • Entitlement Management and Lightning Flowβ€’26 minutes
1 readingβ€’Total 390 minutes
  • Reading & Practice Activitiesβ€’390 minutes
1 peer reviewβ€’Total 30 minutes
  • Module Badgesβ€’30 minutes
1 discussion promptβ€’Total 45 minutes
  • Entitlementβ€’45 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Instructor ratings
4.0 (8 ratings)
University of California, Irvine
16 Coursesβ€’78,985 learners

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Reviewed on Jun 13, 2021

Very interesting course with all the important topics regarding the Salesforce reporting covered.

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,