How to Create Reports in Salesforce? | Salesforce Tutorial For Beginners | MindMajix – YouTube

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Learn how to create reports in Salesforce. This Salesforce tutorial covers everything you need to know, from basic report types to advanced customization. We cover all the essential steps, including choosing the right report type (tabular, summary, matrix, and joined reports), adding filters, grouping data, creating formulas, and visualizing your findings with charts.

Whether you’re a beginner or looking to enhance your Salesforce reporting skills, this detailed guide will equip you with the knowledge to generate actionable insights for better sales management and business intelligence.

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👉 Below are the topics we covered in this how to create reports in Salesforce video:
✔ How to create a report in Salesforce.
✔ Types of Salesforce reports.
✔ How to use filters, group data, and add charts.
✔ Tips for customizing and exporting your reports.

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MindMajix’s hands-on salesforce course for beginners equips you to perform sales automation and service management, customise the salesforce platform, analyse business data, derive actionable insights, etc. Our certified trainers will train you to build salesforce applications using apex language, create object relationships, perform platform integrations, etc. This salesforce certification training will enable you to create workflow rules, manage approval processes, and work with schema and process builders.

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