The beginner’s guide to Salesforce reports and dashboards
This guide will teach you all about the basics of Salesforce reports and dashboards.
Whether you just licensed the platform, are stepping into a new role involving Salesforce, or have had Salesforce for years but never found time to learn it, it’s never too soon to learn more about the most valuable toolset Salesforce offers.
The ROI of your entire Salesforce investment hinges on the reporting insights that drive your business goals. With a clear vision of your overall performance, your team can generate more quality leads, win more deals, and delight customers with a seamless customer experience.
- Step-by-step reporting essentials
- Reporting organization best practices
- Bucket field and dashboard set up
- Adjusting your reports for the most meaning
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