Salesforce Reporting and Analytics
( 25 Modules )

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

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Salesforce Reporting and Analytics ( 25 Modules )

Salesforce Reporting and Analytics
( 25 Modules )