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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-reports-dashboards-beginner/
课程评论：没有评论
"Salesforce 报表与仪表板 - 入门速成课" Coursera 课程旨在帮助初学者快速掌握 Salesforce 报表和仪表板的核心功能。 **课程亮点：** * **2.5 小时精华内容：** 覆盖成为 Salesforce 报表和仪表板专家的必备知识。 * **实操性强：** 提供分步指南，指导学员如何设置自己的 Salesforce 环境，并附带 200 条可导入的客户数据记录，以便练习。 * **多样化学习材料：** 包含幻灯片、屏幕录制、视觉提示和测验，以及所有报表类型的 PDF 说明和额外练习。 * **重点突出：** 专注于 Salesforce Lightning 版本的报表和仪表板功能，不覆盖 Salesforce Classic 版本。 **为何学习 Salesforce 报表？** Salesforce 是全球领先的 CRM 软件提供商，其报表功能是企业提升客户关系、优化业务运营的关键。掌握 Salesforce 报表和仪表板制作技能，意味着成为团队中的“超级用户”，能够为团队创造实际价值。 **讲师背景：** 讲师拥有 6 年使用 Salesforce 支持非营利组织和各类机构的经验，并亲手构建了数百份报表。 本课程是成为 Salesforce 报表与仪表板高手的理想起点。
What's Included in this This Course?This course was made with beginners in mind! If you need to get up to speed quickly on the many features available with Salesforce reports & dashboards, then this is the place for you. Over the course of 2.5 hours, we'll cover the essentials you need - and then some - to become a Salesforce reporting (& dashboard-building) superstar.In addition to learning how to build reports & dashboards, you'll also find in this course:Step-by-step instructions for setting up your own Salesforce environmentAn extra 200 Account data records ready for import - to help make the most of your studies (instructions included)Carefully edited lectures: including a combination of slides, screen recordings, and visual prompts/cuesQuizzes to test your understanding & PDF written instructions for all the different reports we cover (plus extra practice)***Please note that this course covers Salesforce Lightning Reports & Dashboards. It does NOT cover reports & dashboards in the older, Salesforce Classic interfaceWhy learn Salesforce Reports?Salesforce is one of the largest technology companies in the world. Their CRM (customer relationship management) software enables their customers - thousands of companies & nonprofits - to do their business better: through stronger connections with partners, customers, prospects, and more.Put another way, LOTS of companies use Salesforce. And Salesforce reporting is a cornerstone of that CRM strategy. Those who know how to build reports & dashboards are true power users, who add real value to their teams. And fortunately, Salesforce Reporting is a skill that anyone on the platform can master - with a bit of guided practice.About Your InstructorA lady who's built hundreds of reports, and has supported impact organizations using Salesforce for the past 6 years
