Live Training
Learn the fundamentals of Salesforce Analytics and discover how to turn data into actionable insights. This course will guide you through creating reports and dashboards, understanding key metrics, and leveraging Salesforce tools to visualize performance. By the end, you will be equipped to analyze your data and support smarter business decisions.
Learning Outcomes
Understand the basics of Salesforce Analytics
Create and customize reports to track key business metrics
Build and format dashboards to visualize data
Apply filters, groupings, and charts to highlight insights
Differentiate between standard and custom report types
Export and share reports and dashboards with stakeholders
course details
This course is to be delivered over 2 sessions of 2 hours each:
Fuel your AI Agents with real-time insights
Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.
Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.
Avoid expensive integrations
Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.
Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.
Bypass all ETL / data sync pains
The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.
The zero-copy architecture simply queries the data on-demand as and when needed.