Playbooks + Salesforce Reporting

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Ready to be a Playbooks reporting guru? This course will dive into what data is recorded in Salesforce and how teams can turn it into meaningful reports and dashboards. It is perfect for new Playbooks Administrators, Managers, Sales Operations, and Enablement teams.

Topics discussed:

  • New Playbooks fields added to Salesforce
  • Reports available in unmanaged packages
  • Reporting best practices