Training: Salesforce Reporting

When:  Jul 22, 2020 from 1:00 PM to 4:00 PM (ET)
Associated with  Open Forum

Salesforce Reporting is a half day online 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

*Price is per organization, not per individual. Each ticket is valid for up to three staff members. If you have more than three staff members attending please purchase an additional ticket.

*It is recommended to use two screens/monitors during the training - one for the video call and the other for 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.