Salesforce Reporting and Automation Basics
As organizations continue to look at data in Salesforce for business insight, it is becoming more important for business analysts and program managers to understand how to establish a process for developing and deploying analytics solutions for their organization.
This one-hour webinar offers an overview of key Salesforce functionality, and will explore how to leverage basic reporting to determine how to best solve business challenges using Salesforce, including:
- Lightning Process Builder basics and overview
- Reporting Formats and Build Steps
Garrett Farwell has spent the majority of his career as a member of the technical and account managements teams in the support department at Salesforce. Recently Garrett has earned three years of instruction experience, focusing on the Administrator, Developer, Reporting, and End User roles as well as other Salesforce University courses.