Salesforce for Reports and Dashboards


Get better business insights and learn how to effectively measure a company's performance. This course is designed to teach administrators and business analysts how to use the basic and advanced analytic capabilities of Salesforce. Students will be learning the Salesforce object model, and how to create and secure dashboards and reports.  Some exercises covered will be how to create tabular, summary, matrix and joined reports, along with advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Lastly, students will learn how schedule and email reports and dashboards.


  • Introductions / Login to Training Orgs
  • Overview of Salesforce Object Model
  • Tabular, Summary, Matrix, Joined Reports
  • Charts, Bucket Fields, Report Summary Fields, Conditional Highlighting
  • Custom Report Types
  • Dashboards
  • Report & Dashboard Scheduling


  • 8 hours 
  • Two 15-minute breaks and a 30-minute lunch is provided (pizza/sandwiches and coffee)


  • $450 per student

Refund/Cancellation Policy:

  • Full refunds up to 7 days before the start of class training program. No refunds thereafter
  • Class payments are transferrable to another class training time if transfer is done 7 days before the start of registered class

Contact Us

Have questions? Contact us for more info

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Salesforce Bootcamp Contact

For questions, please contact: 

Program Manager 

Shenin Mesdaghi

Training Location

2372 Morse Avenue, Irvine, CA 92614

(949) 800-7197