Live stream preview

Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Common Types of Reports in Salesforce

Salesforce Classic New User Training • 10m

Up Next in Salesforce Classic New User Training

  • Creating Reports in Salesforce

    This lecture shows you how to create summary, tabular and matrix reports in Salesforce. You will also be introduced to filters, cross-filters, and various core functionalities in the report building process. I also demonstrate how to make the different types of reports in Salesforce, such as Summ...

  • Customizing Reports and Creating Repo...

    This lecture shows you how to customize reports in Salesforce. I also demonstrate bucket fields.

  • Salesforce Report Scheduling and Auto...

    In this lecture, I cover how to schedule reports to be generated and sent to a distribution list. I also cover how to subscribe to a report, which entails setting conditions that once met, will send you an email of the report.