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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-report-and-dashboard-project-real-life-use-cases/
课程评论：没有评论
课程名称：Salesforce 报告与仪表板项目：真实案例 课程概述： 成为Salesforce报告构建专家，掌握Salesforce中最需要的技能！如果你希望通过实际场景和项目，将自己从一名合格的报告构建者提升为专家，那么你来对地方了。报告与仪表板构建工具已成为在Salesforce Lightning体验组织中构建分析和洞察数据视图的默认工具。本课程针对希望通过实践提升报告技能的管理员和开发者，采用基于项目和案例驱动的方法，解决实际场景问题。 课程内容将涵盖多种概念和复杂报告，帮助学员通过简单的点选操作，利用报告构建器解决复杂的商业用例。每个项目的第一部分包含报告项目的概要/用例；第二部分则是创建报告和仪表板的实操指导，以解决业务用例。我们将讨论多种真实项目相关的用例，包括： - 捕捉销售的首选线索渠道 - 创建销售与营销仪表板 - 线索转化率 - 营销活动的胜率 - 年度收入比较 - 年增长百分比 - 目标对比实现的报告 - 销售管道报告 - 服务与案例场景 - 案例生命周期报告 - 互动报告 通过参加此课程，你将对构建Salesforce报告充满信心，并能够应对Salesforce平台上的分析需求。课程内容精炼，涵盖所有与Salesforce Lightning报告构建相关的重要信息。Salesforce报告项目课程将帮助你在平台上创建各种有洞察力的报告，是你职业生涯中一项极具价值的课程。这门课程不是简单的幻灯片展示，而是一个完整的实践课程，让你通过动手操作来学习。 那么，你还在等什么呢？以一种有趣且实用的方式练习Salesforce报告与仪表板，提升你的职业生涯和知识水平吧！祝你学习愉快！
Become a Salesforce Report Builder Expert and learn one of the most demanded skills in Salesforce!If you are looking to practice real-life report scenarios and projects that will take you from a Competent Report builder to an Expert by mastering the most advanced Report-building techniques & Use cases, then be certain that you have come to the right place.Report & Dashboard Builder has now become a default tool for building analytical and insightful data viewing in Salesforce Lightning Experience orgs. The Salesforce Lightning Report Projects and Use Cases course is for admins/developers who are interested to brush up on their reporting skills by doing hands-on and solving real-life based scenario problems using Report builder. The course will take you through various concepts and complex reports in a Project-Based and Use case-driven approach. This course will teach you how to solve complex business use cases through a simple point-and-click using Report Builder. The first part of each Project contains a summary / Use Case of the Report project.The second part of the video contains practical hands-on to create the reports/dashboards to solve the business use case.We cover a wide variety of Use Cases, including:Real-life project based Use CasesCapturing preferred lead channels for your sales.Creating Sales & marketing dashboard.Lead conversion ratio.Win% for campaigns.Year-Over-Year Revenue comparisons.Y-o-Y growth percentage.Report on Target Vs Achievement.Pipeline reports.Sales funnel leakage.Service & Case Scenarios.Case Lifecycle.Reports on Engagement.By taking up the course you will feel confident about building Salesforce Reports and you will be able to tackle analytical requirements on the Salesforce platform.The course is made very concisely keeping in mind that all the relevant information regarding the salesforce lightning report builder is covered. The Salesforce Report Projects course will help in creating various insightful reports on the platform and will be a great course to have in your collection as these use cases can come to you as well in your professional career. This course is not a power-point presentation but it's a complete hands-on course so you can learn by doing.So what are you waiting for? Practice Salesforce Reports & Dashboard in a way that will advance your career and increase your knowledge, all in a fun and practical way!Happy Learning!!
