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BEST-PRACTICES: 3 Key Resources for Reports and Dashboards

Knowledge Article Number 000229611
Salesforce Success Services

3 Key Resources for Reports and Dashboards


To build powerful reports and dashboards that empower your entire organization - from your end users to your executives - use these essential resources:

*Click here to access all the resources listed below*

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1. Circles of Success: During these free, consultative 90-minute sessions, our Salesforce Customer Success experts address questions from customers like you who often wonder, “What are other customers doing?” and need clear, practical advice. We offer webinars focused on reports and dashboards, specifically:

  • Increase Sales Using Reports and Dashboards
  • Improve Customer Service with Reports and Dashboards
  • Over 20+ session topics available; click here for full details
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2. Trailhead Tutorials and Training: Get free, hands-on experience with building reports and dashboards with guided, step-by-step directions using this interactive learning path. Trailhead covers key Salesforce topics and projects based on roles and features. Click here for Trailhead FAQs.

Reports and Dashboards Community 
3. Reports and Dashboards Community: Use this interactive forum to ask questions, share feedback and engage with Salesforce product teams around analytics. Access links to key resources, including the Analytics Workbook (tutorial), Online Training Course and more. 
To access all the above resources and more, visit:
Achieve More Hub: Analyze Data Using Reports and Dashboard 

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