In life, it’s always the simplest things that work the best. And the same applies here.
I’ve compiled a short video about how to prepare to build a report in Salesforce. Unlike normal training videos this one won’t send you to sleep, but instead, will keep you engaged from start to finish.
I’ve devised a unique template to help plan a report. By using this template, you will learn to have the confidence to build a report from scratch or customise an existing one to get the desired results. By learning this skill you will understand your data quality and be able to influence this amongst your team.
If you are an experienced Salesforce User then this will simply train key members of your team to free up your time from report requests. Taking an attempted report and this template to an Admin means issues are resolved quickly.
It’s worth it!