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Note: Price is per attendee. All prices are listed in U.S. Dollars (USD).

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Implementing a Reporting Strategy for the Sales Cloud (STR-301), Oct 16 2017, San Francisco

October 16 @ 8:30 am - October 18 @ 5:00 pm PDT


This course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing a Reporting Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather for analytics requirements, design and build custom reports and dashboards, and deploy them to your users.

Using real-world scenarios, this course gives you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.

When you complete this course, you’ll be able to:

  • Establish a process for developing and deploying analytics solutions for your sales organization
  • Set up an efficient analytics infrastructure to ensure users can find the reports and dashboards they need
  • Create effective sales reports and dashboards to address the needs of users at all levels
  • Maximize users’ consumption of sales reports and dashboards

The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of:

  1. Navigating Salesforce
  2. Salesforce objects and their relationships to one another
  3. Creating reports with the report builder, including filtering, grouping, and summarizing data
  4. Creating dashboards with the dashboard builder

Job Role

Sales Operations Analysts, Business Analysts, Sales Managers, Marketing Managers, System Administrators and power users may also benefit from this course.


3 days


Salesforce San Francisco
50 Fremont Street 3rd floor Kikakapu Room 3502 Kikakapu-3502
San Francisco, California 94105 United States

Note: Price is per attendee. All prices are listed in U.S. Dollars (USD).