Module #1 Introduction to Salesforce Reporting Overview of Salesforce reporting, importance of reporting in a business, and objectives of the course
Module #2 Understanding Salesforce Data Model Introduction to Salesforce data model, understanding objects, fields, and relationships
Module #3 Reporting Fundamentals Understanding report types, formats, and elements, such as tables, charts, and filters
Module #4 Creating Reports in Salesforce Hands-on exercise on creating reports in Salesforce, including report building, filtering, and grouping
Module #5 Report Building Best Practices Best practices for building effective reports, including data modeling, filtering, and formatting
Module #6 Introduction to Salesforce Analytics Overview of Salesforce Analytics, including Einstein Analytics and Tableau
Module #7 Einstein Analytics Fundamentals Introduction to Einstein Analytics, including data preparation, lenses, and dashboards
Module #8 Building Lenses in Einstein Analytics Hands-on exercise on building lenses in Einstein Analytics, including data transformation and visualization
Module #9 Creating Dashboards in Einstein Analytics Hands-on exercise on creating dashboards in Einstein Analytics, including dashboard components and layouts
Module #10 Data Storytelling with Einstein Analytics Best practices for creating compelling data stories with Einstein Analytics, including visualization and narrative techniques
Module #11 Introduction to Tableau Overview of Tableau, including its features and benefits
Module #12 Connecting to Salesforce with Tableau Connecting to Salesforce with Tableau, including data extraction and connectivity options
Module #13 Building Visualizations in Tableau Hands-on exercise on building visualizations in Tableau, including charts, tables, and maps
Module #14 Creating Interactive Dashboards in Tableau Hands-on exercise on creating interactive dashboards in Tableau, including dashboard components and layouts
Module #15 Advanced Analytics Techniques Advanced analytics techniques, including predictive analytics, clustering, and decision trees
Module #16 Salesforce Reporting and Analytics Security Securing reports and analytics in Salesforce, including data access controls and row-level security
Module #17 Report Distribution and Subscription Distributing and subscribing to reports in Salesforce, including scheduling and notifications
Module #18 Troubleshooting and Optimizing Reports Troubleshooting and optimizing reports in Salesforce, including performance tuning and debugging techniques
Module #19 Governance and Adoption of Reporting and Analytics Governance and adoption strategies for reporting and analytics in Salesforce, including change management and training
Module #20 Case Study:Implementing Reporting and Analytics in Salesforce Real-world case study of implementing reporting and analytics in Salesforce, including best practices and lessons learned
Module #21 Measuring ROI of Reporting and Analytics Measuring the return on investment (ROI) of reporting and analytics in Salesforce, including metrics and KPIs
Module #22 Advanced Einstein Analytics Topics Advanced Einstein Analytics topics, including machine learning, natural language processing, and predictive modeling
Module #23 Tableau Advanced Topics Advanced Tableau topics, including data blending, data densification, and advanced visualization techniques
Module #24 Integrating Reporting and Analytics with External Tools Integrating reporting and analytics in Salesforce with external tools, including APIs, web services, and cloud integrations
Module #25 Course Wrap-Up & Conclusion Planning next steps in Salesforce Reporting and Analytics career
