Who this is for
Designed for people doing the work.
Salesforce admins, operations teams, and business process owners who need a shared foundation they can apply immediately in their org.
Admin TrackIntermediatePrivate team format
Reports & Dashboards
Build capability your team can use in the work.
Turn Salesforce activity into a decision system: consistent definitions, role-based dashboards, and reporting habits that expose bottlenecks early.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Business questions and metric definitions
Translate business questions and metric definitions into a practical operating change for your team’s reports & dashboards work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply business questions and metric definitions to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 02
Report types, filters, and joins
Translate report types, filters, and joins into a practical operating change for your team’s reports & dashboards work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply report types, filters, and joins to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 03
Dashboard design for each role
Translate dashboard design for each role into a practical operating change for your team’s reports & dashboards work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply dashboard design for each role to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 04
Data quality and trustworthy measures
Translate data quality and trustworthy measures into a practical operating change for your team’s reports & dashboards work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply data quality and trustworthy measures to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 05
Distribution, adoption, and action loops
Translate distribution, adoption, and action loops into a practical operating change for your team’s reports & dashboards work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply distribution, adoption, and action loops to a live team scenario, identify the efficiency gain, and document the next adoption step.
Before you join
Prerequisites
No formal certification is required. Participants should have Salesforce access and bring one real process their team wants to improve.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Reports & Dashboards, or tell us how you want to adapt the workshop to your goals.