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STR301 : Implementing a Reporting Strategy for the Sales Cloud

Course Only TRAINING ONLY
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RM5,400.00(+RM324.00 Tax)
* Training Dates:

* Price excludes Exam

Overview

This course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing a Reporting Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather for analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Using real-world scenarios, this course gives you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.

Audience Profile

Implementing a Reporting Strategy for the Sales Cloud is for anyone responsible for developing and maintaining reports and dashboards for their sales organization in Salesforce, including:

  • Sales operations analysts
  • Business analysts
  • Sales managers
  • System administrators and power users may also benefit from this course

Prerequisities

The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of:

  • Navigating Salesforce
  • Salesforce objects and their relationships to one another
  • Creating reports with the report builder, including filtering,grouping, and summarizing data
  • Creating dashboards with the dashboard builderCreate effective sales reports and dashboards to address the needs of users at all levels
  • Maximize users’ consumption of sales reports and dashboards

Course Outline

Course Information
DURATION
3 Days
Schedule

19-21 Mar 2018

24-26 Sep 2018

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