Salesforce Reporting Course

6 Lesson

25 Hours

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igmGuru offers the best Salesforce Reporting Training online worldwide. This comprehensive Salesforce course covers key topics such as creating custom reports, building dashboards, analyzing sales data, and automating report generation for better business insights. The course modules are designed by industry experts with over 15 years of experience in Salesforce CRM and analytics. Enroll in the Salesforce Reporting Course today to master report customization, data visualization, and performance tracking using Salesforce tools.

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Salesforce Reporting Course Overview

Prerequisites

Basic knowledge of Salesforce fundamentals
Familiarity with Salesforce interface and navigation
Salesforce Administrator or end-user experience recommended

Who Should Enroll

Salesforce administrators
Business analysts
Sales, marketing, and service professionals
CRM consultants
Managers and team leads
Salesforce end users seeking reporting skills

What Will You Learn

Create and customize Salesforce reports
Use tabular, summary, matrix, and joined report types
Apply filters, groupings, and formulas
Build and manage dashboards
Use cross filters, bucketing, and custom report types
Schedule and share reports
Work with Einstein (CRM) Analytics for predictive insights

Key Features

1 On 1 Training Option Available
Small Batches Upto 10 Participants
24 X 7 Lifetime Support & Access
Experienced & Professional Trainers
Flexible Schedule
Instructor Led Training: 25 Hrs

Course Curriculum

Lesson 1 - Introduction to Salesforce Reporting

1. Overview of Salesforce Reporting and Dashboards

2. Navigating the Reports tab in Lightning Experience

3. Understanding report types and data models

Lesson 2 - Creating and Customizing Reports

1. Using the Lightning Report Builder

2. Report formats: Tabular, Summary, Matrix, and Joined Reports

3. Applying filters, groupings, and sorting

4. Adding charts and visual elements

Lesson 3 - Advanced Reporting Features

1. Creating custom report types

2. Using cross filters, bucketing, and summary formulas

3. Conditional highlighting and field-level formulas

4. Report scheduling and subscriptions

Lesson 4 - Dashboards in Salesforce

1. Building dashboards using Lightning Dashboard Builder

2. Dashboard components, data sources, and filters

3. Best practices for layout, refresh, and sharing

4. Managing dashboard permissions and folders

Lesson 5 - Performance and Data Management

1. Optimizing reports for speed and scalability

2. Managing report folder access and data visibility

3. Limitations and performance best practices

Lesson 6 - Einstein (CRM) Analytics / Tableau CRM

1. Introduction to Salesforce Einstein Analytics (Tableau CRM)

2. Creating datasets, lenses, and dashboards

3. Building stories with AI-powered insights

4. Using Einstein Discovery for predictive analytics

5. Integrating CRM Analytics with Salesforce data

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Course Fees

Online Class Room Program

US $ 799.00

100% Money Back Guarantee

Duration : 25 Hrs
Plus Self Paced

Classes Starting From

Fast Track Batch 08 Jul 2026
Weekday Batch 13 Jul 2026
Weekend Batch 11 Jul 2026

Corporate Training

Customized Training Delivery Model
Flexible Training Schedule Options
Industry Experienced Trainers
24x7 Support

Trusted By Top Companies Worldwide

Want to know Today's Offer

Salesforce Reporting Certification

Salesforce Certified Administrator

Details:

Issued by: Salesforce
Exam Code: ADM-201
Focus Areas: Reports & Dashboards, Data Management, Security, Automation, and Configuration
Format: 60 multiple-choice questions
Duration: 105 minutes
Passing Score: 65%
Delivery: Online or at a testing center via Webassessor (Kryterion)

This certification validates your ability to create and manage reports and dashboards in Salesforce Lightning Experience, along with broader admin skills.

For advanced analytics (Einstein/Tableau CRM), the related certification is:

Salesforce Certified Einstein Analytics and Discovery Consultant

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Salesforce Reporting Course