Salesforce Essentials Hands-On Workshop: Reports & Dashboards [SP]


Welcome to our Expert-Led Essentials Hands-On Workshop (HOW)!

Level: Beginner

Gain deeper insights into your business by learning how to create your own Reports and customize your Dashboards in Salesforce Essentials.

** If you do not have an Essentials Organization, please be sure to sign up for a trial prior to the session: **

In this Hands-On Workshop, we will discuss:
1) Which metrics are important to track for your business
2) Create and Customize a Report and Dashboard that will help you track metrics in real-time
3) Where to find Additional Resources as you continue your journey with Essentials

Join our Salesforce Essentials Trailblazer Community group where you can ask setup questions and connect with other Essentials Users just like you: