Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
7 Hour(s) 51 Minute(s)
Language
English
Taught by
Debasis Jena
Rating
Course Overview
Learn Salesforce Report Builder and Dashboards in the salesforce classic and lightning interface.
This is one unique course that covers both classic and lightning reports & dashboards.
The "Salesforce Lightning Report and Dashboard" course is designed to provide participants with an in-depth understanding of how to leverage Salesforce's powerful reporting and dashboard tools within the Lightning Experience. This course is ideal for Salesforce administrators, business analysts, and anyone responsible for generating and analyzing data-driven insights within their organization.
Throughout this course, participants will learn how to create, customize, and manage reports and dashboards to meet various business needs. The curriculum covers the fundamentals of Salesforce reports, including the different types of reports, report formats, and how to use filters and groupings to organize data effectively. Participants will also explore advanced reporting features such as cross filters, joined reports, and custom report types.
In addition to reports, the course delves into the creation and customization of dashboards. Participants will learn how to design visually appealing and informative dashboards that provide real-time insights into key performance indicators (KPIs) and business metrics. The course will cover best practices for selecting the right dashboard components, setting up dynamic dashboards, and sharing dashboards with different user groups.
Hands-on exercises and real-world scenarios will be used throughout the course to reinforce learning and ensure participants can apply their new skills in practical situations. By the end of the course, participants will be equipped with the knowledge and skills to create powerful reports and dashboards that drive informed decision-making and enhance business performance.
This course designed from scratch with taking care each and every concept to make you mastery in report & dashboard. Every thing discussed with live implementation of multiple scenarios covering from basic to advanced levels.
This course includes important topics such as the use of reports and dashboards, AppExchange, and Security and access applications, and many more.
Most importantly, I will work with you throughout this course journey to support you till you become a master in Salesforce reports and dashboards.
Course Content
- 10 section(s)
- 46 lecture(s)
- Section 1 What is Salesforce and Why is it a CRM application?
- Section 2 Setting up Lifetime free salesforce Developer Account
- Section 3 Navigate to Report and Dashboard Tab
- Section 4 Different types of Report Format use in salesforce
- Section 5 Bonus Lecture
- Section 6 What is Tabular Format and when to use it?
- Section 7 What is Summary Report and why to use in salesforce?
- Section 8 What is Matrix Report and when to use it?
- Section 9 What is Joined report and why to use it?
- Section 10 What is Field Filter and how to use Filter logic?
What You’ll Learn
- Fundamentals of Salesforce Reports and Dashboards
- Salesforce Lightning Experience
- Navigating to reports and dashboards
- Reports / Dashboards tab and menu
- Types of report format
- The Tabular report format
- The Summary report format
- The Matrix report format
- The Joined report format
- Working with report filters
- Field filter
- The Filter Logic
- The Cross Filter
- The Row Limit filter
- Filtering by Role Hierarchy
- Filtering by Relative Date
- Filtering by clicking on a chart
- The Lock Filter
- Understanding Report Types
- Report type categories
- Standard Report Type
- Custom Report type
- Adding Charts in Reports and Pages
- Types of charts in reports
- The Horizontal Bar chart
- The Vertical Bar chart
- The Stacked Horizontal Bar chart
- The Stacked Vertical Bar chart
- The Line chart
- The Donut chart
- The Funnel chart
- The Scatter chart
- Embedding a report chart in an object page
- Opening a report
- The Reports tab
- The Reports menu
- The Folders menu
- adding an item to favorites
- Subscribe to Reports: Add Recipients
- Subscribe to Reports: Set Running User
- Building Dashboards in Lightning Experience
- Dynamic dashboards
- The Dashboards tab
- Navigating to a dashboard
- Dragging and dropping in the Dashboard Builder
- Refreshing dashboards
- Scheduling a dashboard refresh
- Creating your dashboard
- The dashboard components
- dashboard filters
- Dashboards and reports drill down
- Report dashboard from app exchange
- Advanced Tips and Tricks for Reports and Dashboards
- Dashboards and Reports in the Salesforce1 Mobile App
- The report and dashboard folder
- Export reports
- Creating and customizing dashboards permission
- Run reports permission
- Manage dynamic dashboards permission
- View My Team's Dashboards permission
- Schedule dashboards
- Securing private reports and dashboards
- Using Unfiled Public Reports
- Using public reports and dashboards
- Report folder permissions
- Dashboard folder permissions
Skills covered in this course
Reviews
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OOrazio Lodi
Excellent overview of the subject with useful insights
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CClemente Malone
I thought the lessons were well-structured and easy to follow.
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CCharity Krause
The course offered helpful information in an orderly and understandable manner.
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CChristine Vance
The information was presented at a comfortable pace.
