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Trailhead: Reporting

Trailhead: Reporting

Salesforce is a lot of things. You can store contacts, track products, manage automation, create complex reports, and then-some.

When you are just getting started, the set up can feel overwhelming and expensive. Even if you are teaching yourself after hours, you are spending a lot of time looking at features that you have survived without.

There is one feature you need to master before any other. It is not automated emailing, its not validation rules of making a site. What you need now are accurate Reports. Insightful and timely, a report on team data gives you insight into your coworker’s actions and your own. You can see who is covering which bases and who needs help.

Some companies need up-to-date pipeline reports for stockholders, other’s need metrics to help coach their sales people. There are many cases where summarizing your data will offer extra insight.

In Trailhead: Reporting you get a deep dive into the most prominent features. From reporting on related records to building dashboards, you practice using these tools to solve complicated problems.

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