fbpx Webinar: Lightning Fast Salesforce Reports in 15 Mins | ION

Webinar: Lightning Fast Salesforce Reports in 15 Mins

Becky McGrattan will be running a lightning-quick, 15-minute webinar on how to build basic Salesforce reports. This is the perfect introduction for a new Salesforce user, who is just discovering the power of the platform.

You will learn to:

  • Create a new report for Opportunities or Accounts
  • Select the fields you need and apply filters
  • Group data and create charts
  • Save for future use
  • Export into a template or CSV

Date: 3rd April 2020
Time: 11am
Location: Zoom Webinar

We enable you to build, maintain and grow relationships