Training: Salesforce Reporting

When:  Feb 26, 2020 from 9:00 AM to 12:00 PM (ET)
Associated with  Open Forum

Host: Paul Baxter, Knowledge Manager + Analyst, Craftsman Technology Group

Salesforce Reporting is a half day training recommended for intermediate-level Salesforce users. The training allows for detailed scenarios and hands-on exercises. It gives nonprofit professionals a deeper understanding of how to best leverage Salesforce.

Learn to choose, organize and present useful reports to your staff and board. Leave with an understanding of reporting best practices and the knowledge to:

  • Use the Salesforce Report Builder
  • Create custom lists
  • Sort and filter records
  • Export data
  • Analyze data with reports
  • Build custom report types
  • Create charts and dashboards

Please bring a laptop to the training. There will be hands-on learning exercises. Chrome or Firefox browsers are recommended (Internet Explorer and Safari do not work well with Salesforce). Chromebooks and tablets are not recommended due to varying interfaces.

Contact with any questions or for more information.


Craftsman Technology Group
192 South Street
Fifth Floor
Boston, MA 02111