Salesforce Reporting

Go to Course: https://www.coursera.org/learn/salesforce-reporting

Introduction

### Course Review: Salesforce Reporting on Coursera If you are looking to deepen your understanding of Salesforce and enhance your skills in data management and reporting, the **Salesforce Reporting** course offered on Coursera is an excellent choice. This program is designed for both beginners and those looking to refine their knowledge in Salesforce reporting, making it a versatile option for anyone looking to excel in their use of the Salesforce platform. #### Overview The **Salesforce Reporting** course provides a comprehensive look at how micro-level changes made within Salesforce can drive macro-level impacts on user experience. Whether you are working in sales, customer service, or any other business function, learning to effectively report and manage data is crucial for maintaining a competitive edge. This course empowers you with practical skills such as creating custom objects, managing data, implementing field dependencies, and generating insightful reports and dashboards. Additionally, it emphasizes maintaining clean data—a critical aspect of successful data management. #### Syllabus Breakdown **Module 1:** The course kicks off with a hands-on session where you are immersed in creating custom objects and workflows tailored to track accounts and services. This module challenges you to think about how these elements can be applied across various organizational contexts, not solely within sales frameworks. It's designed not just to provide knowledge but to encourage practical application within real-world scenarios. **Module 2:** As our world becomes increasingly mobile, this module addresses how to leverage the Salesforce mobile app to optimize customer interactions. You will learn how to monitor leads, access reports, and keep your team connected, even when they are away from their desks. The emphasis on Salesforce Service Cloud in this module prepares you to engage with customers effectively, ensuring that they feel valued and supported at all times. **Module 3:** Data security is a critical component of any technology system, and this module does not overlook its importance. Through virtual sessions, you will learn about limiting fields, roles, and hierarchical differences that protect sensitive information. Homework activities reinforce these concepts as you create a process builder, modify permissions, and manage access restrictions on custom objects, ensuring your organization's data stays secure. #### Pros and Cons **Pros:** - **Practical Learning:** The course encourages interaction and practical applications of concepts. - **Flexibility:** Being an online course, it allows you to learn at your own pace. - **Comprehensive Coverage:** It addresses key areas of Salesforce, including reporting, data management, and customer engagement. **Cons:** - **Sales-Centric Examples:** While the principles can be applied across various fields, many of the examples are heavily sales-focused, which might not resonate with participants from other areas of business. - **Self-Motivation Required:** As with many online courses, discipline is necessary to keep up with the materials and complete assignments timely. #### Recommendation I highly recommend the **Salesforce Reporting** course on Coursera to anyone looking to enhance their Salesforce skills, especially in data organization and analysis. The structured yet flexible nature of the course allows learners to engage deeply with the material while offering valuable insights into the Salesforce ecosystem. Whether you are a new user or looking to amplify your existing knowledge, this course is a worthy investment in your professional development. By the end of the course, you’ll not only understand how to create effective reports and dashboards but also how to apply these skills strategically within an organization, thereby improving both decision-making processes and overall user satisfaction.

Syllabus

Module 1

As a business administration specialist you will be in charge of creating custom objects, field dependencies, and work flows to track accounts or services. This module you will get your hands dirty and start learning how this would be applied into an organization. As you go through the projects make sure that you are conceptually learning how this may be applied to any organization even though the example is primarily sales.

In the age of mobile phones, it is important for an organization to make things simpler for the customer. In this module you will learn how you can use the Salesforce mobile app to track your leads, view reports, and keep your workforce engaged when they are not in the office. You will Salesforce Service Cloud can help you engage with your customer base and keep you at top of mind.

We will continue reviewing data security through our virtual sessions - limiting fields, levels of security, and demonstrating the difference between hierarchy and roles. At home, you will focus on creating a process builder with multiset functions on custom objects, change permissions, and restrict access.