Salesforce for Reports & Dashboards (Lightning) Course

Course Details:

Length: 1 day

Price: $510/person (USD)

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Digital Badge

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included: N/A
Cloud Based (requires trial or license)

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.


Course Overview

This class is delivered by a live instructor and is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of the Salesforce Lightning Report Builder.

A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through hands-on exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards.

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.

Course Notes


New administrators, business analysts or report writers who are new to creating reports or dashboards within the Salesforce Lightning Report Builder.

Course Topics

Course FAQs

What Are the Available Class Formats?

This course is taught by a live instructor and is available in two class formats:

  1. Live Online for Individuals
  2. Onsite/Online for Private Groups

What Is the Salesforce Object Model?

The Salesforce object model is a powerful and comprehensive data structure that serves as the foundation of Salesforce's cloud-based enterprise applications. It provides developers with an easy-to-use platform to build custom apps on top of the standard objects, relationships, and field types that are included in the Salesforce application. With its intuitive design, developers can quickly understand how the objects, relationships, and fields are organized and how they interact with each other. This allows them to quickly develop applications that access data stored in Salesforce and provide users with a powerful user experience. The Salesforce object model allows developers to quickly customize existing objects or create new ones entirely from scratch. This provides companies with an agile and flexible data model that can be adapted to meet the specific needs of their business.

With its scalability and flexibility, the Salesforce object model is an invaluable asset for any organization developing applications on the Salesforce platform.

What Are The Salesforce Reports Types: Tabular, Summary, Matrix and Join?

Salesforce Reports are a great way to gain insight into your business operations. They come in four distinct types: Tabular, Summary, Matrix, and Join.

Tabular Reports show data as rows and columns with totals at the bottom. This type is useful for listing records that meet specified criteria, displaying data on open orders or orders due for delivery, or summarizing totals by month.

Summary Reports feature a top-level summary and provide an overall picture of the data set about all the specified criteria. This report type is ideal for quickly identifying trends over time, viewing subtotals and grand totals, or measuring progress against established goals.

Matrix Reports are useful for cross-tabulation, allowing users to compare data by row and column fields. This type of report is great for quickly spotting outliers in a dataset or seeing how different factors influence each other.

Join Reports combine multiple reports into one consolidated view, enabling users to access information from various sources in a single report. This type of report is ideal for comparing data between objects or displaying related records such as orders and order products side-by-side.

Salesforce Reports are a powerful tool for gaining visibility into your business operations, allowing you to uncover trends, measure progress, and make informed decisions about your data. With the four distinct report types, you can access the data you need in a way that works best for your business.

What Are Salesforce Charts?

Salesforce charts are a powerful visualization tool that provides users with the ability to create, edit, and display interactive charts and graphs. With Salesforce charts, users can quickly access data from their Salesforce org and easily create meaningful visuals in minutes, without any coding expertise. The features of Salesforce charts make it an ideal solution for businesses that need to quickly access data and create meaningful visuals without having to learn complex coding. With charts, users can easily customize their visualizations with features such as drill-down capabilities, interactive filtering, cross-filtering, and more. Salesforce charts make it easy for team members to collaborate by providing a centralized workspace where visualizations can be easily shared. They are the perfect solution for businesses that need to quickly access data and create meaningful visuals without having to invest in complex coding or technical expertise.

What Are Salesforce Bucket Fields?

Bucket fields are a type of custom field used in Salesforce to categorize and group data. These fields are used to break down information into smaller, more manageable chunks that can be easily referenced and analyzed. Bucket fields allow users to quickly classify different types of records, such as contacts or leads, and then use this classification for further analysis. By using bucket fields, users can quickly identify trends and patterns in their data to make more informed decisions. Bucket fields are also helpful for segmenting and targeting specific audiences in marketing campaigns or tracking project progress. They can be used to easily group common data points across different objects, helping users streamline the way they work with their Salesforce data. Bucket fields are an invaluable tool for Salesforce users looking to better organize and analyze their data.

What Are Salesforce Report Summary Fields?

Salesforce report summary fields are a powerful way to create summary information from detailed transactions. A Salesforce report allows users to efficiently organize data into meaningful reports for analysis, communication, and decision-making. The Reports summary field feature gives users access to summarize their data in key fields such as totals, averages, minimums, maximums, and counts. With these summary fields, users can easily identify trends and patterns that could improve their ability to communicate more effectively and make better decisions. They can also create multiple data views, allowing them to look at the same data in different ways. By combining these summary fields with other advanced features such as grouping, sorting, and filtering, users can quickly sort through large amounts of data to identify what is most important. With Salesforce report summary fields, users have the power to make sense of their data and take action on it. By taking advantage of this powerful feature, businesses can gain valuable insight into their operations that could help them grow and become more successful.

What Is Salesforce Conditional Highlighting?

Salesforce conditional highlighting is a feature that allows users to dynamically customize the display of Salesforce data. It enables users to highlight specific fields, records, or reports based on conditions they set. This powerful tool can help improve productivity and efficiency by streamlining visualizations and aiding in decision-making processes. With its simple user-friendly interface, Salesforce conditional highlighting can save users time and money as they quickly identify important information within their data. It is a powerful feature that is sure to help any organization make smart decisions based on accurate data. Furthermore, it enhances the user experience by providing customized visualizations for easy navigation and understanding of complex data sets. With Salesforce conditional highlighting, users can quickly and easily identify the data that matters most.

What Are Salesforce Custom Reports?

Salesforce custom reports are a powerful tool that enables users to organize and analyze data. These reports allow users to view, export and share their data in a way that is customizable for their organization's needs. With Salesforce custom reports, it’s easy to create meaningful insights from an otherwise overwhelming amount of data. This type of reporting can help uncover trends, spot opportunities, and optimize processes. Custom reports can be used to gain insights into customer behavior, sales performance, marketing effectiveness, and more. By leveraging this data-driven method of reporting, users can make informed decisions that lead to improved business outcomes. With Salesforce custom reports, organizations can have a comprehensive view of their business to drive growth and increase efficiency.

What Are Salesforce Dashboards?

Salesforce dashboards are powerful tools that enable businesses to gain real-time insights into their data. They provide at-a-glance summaries of key business metrics, allowing users to quickly identify trends and take action on opportunities. With Salesforce dashboards, users can customize their dashboards with a range of widgets, from bar and pie charts to tables and gauge widgets.

Using Salesforce dashboards, businesses can easily visualize their data to make better decisions. Moreover, dashboard security ensures that only users with the correct permissions can view or modify the data. By leveraging the power of Salesforce dashboards, businesses can gain mission-critical insights into their operations and stay ahead of their competition. With the right data and analytics, businesses can make better decisions and drive more value for their customers.

What Is Salesforce Report and Dashboard Scheduling?

Salesforce report and dashboard scheduling is a powerful feature that enables users to automate the sending of reports and dashboards on a scheduled basis. It allows administrators to set up recurring or one-time emails with reports, dashboards, documents, or links attached to them. This ensures that all relevant stakeholders are kept informed about the latest data at all times, eliminating the need to manually run reports or dashboards and email them out. With Salesforce report and dashboard scheduling, users can set up schedules that send out regularly updated information as an attachment in a PDF, CSV, or Excel format. This feature also allows users to customize the layout and design of their emails with HTML templates. Additionally, users can modify their custom report types and filter the data displayed in reports. This feature provides several advantages, such as improving visibility across the organization, streamlining communication between teams, and reducing manual labor. With Salesforce report and dashboard scheduling, organizations can stay on top of their most important business metrics with minimal effort.

Related Salesforce Information:

How Much Does Sales Force Training Cost?

Public instructor-led Salesforce course prices start at $510 per student. Group training discounts are available.

Self-Paced Salesforce eLearning courses cost $650 at the starting point per student. Group purchase discounts are available.

What Salesforce Skills Should I Learn?

A: If you are wondering what Salesforce skills are important to learn, we've written a Salesforce Skills and Learning Guide that maps out Salesforce skills that are key to master and which of our courses teaches each skill.

Read Our Salesforce Skills and Learning Guide

Take Training for Salesforce With Certstaffix Training

At Certstaffix Training, we offer a comprehensive training for Salesforce with both end user and Administration courses. We offer a Salesforce certification course for Administration designed to prepare you sit the Salesforce exam and equips you with the necessary Salesforce skills. Our Salesforce certification courses and end user courses provide three distinct ways to learn, ensuring that everyone can access our quality Salesforce certification training.

1) Live Online Classes: This Salesforce training program is tailored to suit the needs of both beginners and professionals seeking to fine-tune their skills and wish to interact with a live instructor and other students.

2) Self-Paced Online eLearning: We understand that some prefer to learn at their own pace, and that's why we offer self-paced online Salesforce trainings in our program offerings.

3) Onsite in-person courses for corporate groups: We offer in-person training for Salesforce to corporate groups, providing onsite courses designed to enhance proficiency and operational skills in Salesforce with a face-to-face instructor.

Begin your journey today with our Salesforce training for beginners or advance your knowledge with our extensive Salesforce courses.

What Is Salesforce Training, and How Are Certifications Obtained?

A: Salesforce, a customer relationship management (CRM) platform, provides a cloud-based solution to employees and business owners who want to manage all aspects of their customer connections. This powerhouse platform allows individuals to use the cloud to handle many different business tasks, including sales, marketing, commerce, and productivity, but its complexity and feature-rich design lead many employees to seek formal online and instructor-led training, which we offer at Certstaffix Training. Taking courses can prepare you for certification exams, which can be scheduled through the Salesforce website.

More Information on Salesforce Training and Certifications

What Are the Basics of Salesforce Administrator Training?

A: Becoming a Salesforce administrator can be a career upgrade and financial boon for some employees. This career choice, however, can come with a significant investment of time and money for those who are paying for training out of pocket. Some individuals can spend a year and thousands of dollars taking preparation courses. Studying for a Salesforce administrator certification can be simplified by taking training courses specifically designed to cover the job’s fundamentals. Signing up for classes taught by a live instructor can increase your chances of understanding the software and the specific duties associated with becoming an administrator.

More Information on Becoming a Salesforce Administrator

How Difficult Is it to Become a Salesforce Administrator, and Is it Worth It?

A: The difficulty of becoming a Salesforce administrator can depend on many factors, including your existing knowledge and experience and whether you want to earn a basic or advanced administrator certification. While preparation for administrator certification can require intense study and hands-on experience, most employees find the prospect of a significant pay increase after earning the credential worth it. Most beginners can expect months of study, practice, and preparation for the exam, including taking Salesforce admin classes. This effort can significantly reduce the difficulty of passing these exams; many students fail in their first attempt, so good preparation is crucial.

More Information on Becoming a Salesforce Administrator

How Can I Get a Salesforce Developer Certification, and How Much Does it Cost?

A: Employees who want to become a certified Salesforce developer have a number of options. While preparation for this profession can vary between individuals in terms of education, experience, and skills, obtaining an official Salesforce developer certification can position any employee on the path to stepping into this respected role. Taking training courses that teach basic and advanced aspects of a Salesforce developer role can adequately prepare individuals for the certification exam. The cost for the certification exam is $200, which is relativity low compared to similar certifications.

More Information on How to Get a Salesforce Developer Certification

How Can I Best Learn Salesforce?

A: Since Salesforce can be challenging to master, it's important to choose the appropriate training method based on your preferences, needs, learning style, and budget. Traditional classes can appeal to student groups, while online courses are perfect for individuals who want a self-paced option. Supplemental resources, like tutorials, guides, and videos, can introduce students to Salesforce but rarely give individuals the expertise required to perform specialized roles like Administrator. While Salesforce may offer its own training, signing up for instructor-led classes can ensure that students learn everything that they need to know with the support of a knowledgeable teacher.

More Information on How to Learn Salesforce

How Long Does Salesforce Training Take?

A: The amount of time that's required to learn Salesforce can depend on a number of factors, including your prior knowledge of Salesforce concepts, the particular role that you want to pursue, and the educational option that you choose. Traditional courses can last weeks or months, with more study time required for advanced credentials. But our accelerated courses take far less time. Generally, those who pursue Administrator training can expect to learn the role's fundamentals in a few weeks, unless they take an accelerated course, which can be completed in just a few days.

More Information on How Long it Takes to Learn Salesforce

Which Class Is Best for Those New to Salesforce?

A: When determining which Salesforce course is best to take, novices will need to consider their professional goals, interests, and skill set. Generally speaking, those new to Salesforce should target entry-level courses and certifications. Exceptions can be made for specialized roles that don't have prerequisites. Most beginners choose to pursue a Salesforce Administrator class and certification because of the general skills that they can gain, but higher-level certifications, like Service Cloud Consultant, may also be pursued by those who want to start facing clients. Beginners can also take classes that teach new versions of Salesforce, like Lightning.

More Information on Which Class Is Best for Those New to Salesforce

Should I Get a Salesforce Certification?

A: Since Salesforce is a leading customer relationship management (CRM) program that corporate entities and small companies use to maintain important connections, earning a Salesforce certification can be worth your time and financial investment. In addition to demonstrating your proficiency with the platform and its latest iterations, certification can increase your pay and allow you professional mobility. To get the most out of a credential, choose the right certification to pursue and keep it valid with re-certifications as needed. Relatively low-cost courses are available at Certstaffix Training, which can be completed in a few days.

More Information on Whether Salesforce Certification Is Worthwhile

How Much Does it Cost to Get a Salesforce Certification?

A: If you want to earn a Salesforce certification, factors like the type of Salesforce role that you want to pursue, your current skill level, and the training that you choose can influence how much you'll spend. Different certification exams have different costs, and so do the courses to prepare you for them. Choosing the right training option can help you maximize the value of this investment and reduce the odds that you'll need to pay for the exam more than once.

More Information on How Much it Costs to Get a Salesforce Certification

How long will it take me to learn Salesforce?

A: Salesforce is a powerful CRM tool, and learning how to use it can take some time. Depending on your level of experience and how much time you can dedicate to learning, it could take anywhere from a few weeks to a couple of months to become proficient in Salesforce. A formal Salesforce course by Certstaffix Training is 1 to 5 days in length and can get you Salesforce skills quickly.

Once you have learned the basics, you will be able to salesforce more efficiently and effectively, saving you time in the long run. With Salesforce, you can customize your sales process, automate tasks, and keep track of your sales pipeline, making it an essential tool for sales professionals. If you are looking to improve your sales skills and efficiency, learning Salesforce is a great place to start.

Is Salesforce easy to learn?

A: Salesforce is a powerful CRM platform, but it can be challenging to learn if you're not familiar with CRM software. The good news is that there are plenty of resources available to help you get up to speed quickly. There are Salesforce training courses available online and in person that make it easy to learn Salesforce, as well as tons of helpful articles and videos for self-learners. With a little bit of effort, you can be up and running with Salesforce in no time.

Does Salesforce require coding?

A: Salesforce does not require coding, but it helps to have some coding knowledge. There are many Salesforce training options available to help users get up to speed. Having some coding skills can make working with Salesforce easier and more efficient. However, it is not required to use Salesforce.

What are Salesforce courses?

A: Salesforce courses are designed to help sales and customer service professionals learn how to use the Salesforce customer relationship management (CRM) system. Courses cover topics such as creating and managing sales opportunities, tracking customer interactions, and generating reports. Salesforce Administrators can also take courses tailored for those performing administrative tasks like instance setup & configuration. Salesforce courses can be taken online or in person (for groups) with Certstaffix Training.

What are options to learn Salesforce?

Are you looking to improve your Salesforce skills? You have come to the right place! Certstaffix Training offers a variety of Salesforce training options that can help take your knowledge and expertise to the next level. Our training programs are designed for Sales reps, administrators, and anyone interested in mastering the world's #1 customer relationship management platform.

Salesforce Training for Sales Reps

We have Salesforce training courses specifically tailored to meet the needs of Sales reps. We understand that as a salesperson, time is of the essence and you need quick and effective training solutions. Our courses cover all aspects of Salesforce – from lead management to customer retention – in an interactive and hands-on manner. With our training, you will learn how to leverage the power of Salesforce to increase your productivity and drive more sales.

Sales Force Training Near Me

We understand that convenience is important when it comes to training. That's why we offer in-person training courses at locations near you for corporate groups at your office. Our aim is to make sure our clients have access to top-notch Salesforce training without having to travel long distances. With onsite training when you have a corporate group, you can easily attend our courses and get trained by experienced professionals.

Salesforce Certification Classes

Earning a Salesforce certification is a great way to showcase your expertise and stand out in the job market. Our Salesforce Admin certification class prepares you for the official Salesforce exam and provides you with all the necessary knowledge and skills to pass them with flying colors. Our trainers have years of experience in the field, ensuring a high-quality learning experience.

Salesforce Admin Course Near Me

If you're looking to become a Salesforce administrator, we offer a course that cover all the essential skills and knowledge needed for this role. Our admin course will give you an in-depth understanding of how Salesforce works, as well as the technical abilities to configure and maintain the platform.

Sales Force Class Online

Our Sales force class online offerings cover all aspects of Salesforce – from the basics to advanced topics. Whether you're new to Salesforce or looking to expand your knowledge, our course is designed for individuals of all levels. Our experienced trainers will guide you through the platform, ensuring that you have a thorough understanding of Salesforce and its features.

Salesforce Training Seminars

We offer seminars and workshops on specific Salesforce topics. These seminars are perfect for those who want to enhance their skills in a particular area or stay up-to-date with the latest Salesforce updates. Our seminars are led by industry experts and provide valuable insights, tips, and best practices. Contact us today to set up a Salesforce training seminar at your organization.


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What are the top Salesforce skills?

A: There are a number of skills that are important for Salesforce professionals. One of the most important is the ability to configure and customize Salesforce applications. This includes being able to create custom objects, fields, workflows, and validation rules. Another key skill is understanding how to use Apex code to extend the functionality of Salesforce applications. Additionally, it is important to be able to integrate Salesforce with other systems using APIs. And finally, being able to effectively use Salesforce reports and dashboards is also critical. By possessing these skills, Salesforce professionals can be sure to be in high demand.

What are the top Salesforce skills?

1. The ability to configure and customize Salesforce applications. This includes being able to create custom objects, fields, workflows, and validation rules.

2. Understanding how to use Apex code to extend the functionality of Salesforce applications.

3. Being able to integrate Salesforce with other systems using APIs.

4. Being able to effectively use Salesforce reports and dashboards.

By possessing these skills, Salesforce professionals can be sure to be in high demand.

Where Can I Learn More About Salesforce?

Salesforce Blogs

Salesforce User Groups

Salesforce Online Forums

Explore Salesforce Training Classes Near Me:

Certstaffix Training provides Salesforce classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of Salesforce concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your Salesforce skills. Start learning today and see how Certstaffix Training can help you reach your goals.


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