Salesforce Course: Reporting and Dashboard
step by step guide to mastery in Salesforce Report & Dashboard in both classic and lightning
Updated on Apr, 2024
Language - English
Business,Business Analytics & Intelligence,Salesforce Administration
Lectures -44
Duration -7 hours
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Course Description
This is one unique course which covers both classic and lightning report & Dashboard.
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 scenario covering from basic to advance level.
This course includes important topics such as use of report and dashboard, 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 became master in salesforce report and dashboard.
Goals
What will you learn in this course:
- Salesforce Lightning Report Builder
- Create a tabular/summary/matrix/joined report.
- Create complex reports by using groupings and formulas
- Salesforce report types
- Building reports from Basic to Advance
- Report Charts
- Using Of Report Chart in page layout
- Salesforce Dashboards
- Drilling down the data in reports
- Use the value of using filters, cross filters, and filter logic.
Prerequisites
What are the prerequisites for this course?
- Basic Knowledge of Salesforce Administration
- Salesforce Data/Object model
Curriculum
Check out the detailed breakdown of what’s inside the course
What is Salesforce and Why is it a CRM application?
1 Lectures
-
What is Salesforce and Why is it a CRM application?
16:32
16:32
Setting up Lifetime free salesforce Developer Account
1 Lectures
Navigate to Report and Dashboard Tab
1 Lectures
Different types of Report Format use in salesforce
1 Lectures
What is Tabular Format and when to use it?
3 Lectures
What is Summary Report and why to use in salesforce?
2 Lectures
What is Matrix Report and when to use it?
3 Lectures
What is Joined report and why to use it?
2 Lectures
What is Field Filter and how to use Filter logic?
2 Lectures
What is cross filter and when to use it?
1 Lectures
Adding Filter criteria on cross filter
1 Lectures
Use Filter by Role Hierarchy
1 Lectures
What is Report Type in Salesforce?
1 Lectures
Different type of Report type in salesforce
1 Lectures
Custom Report Type Example
1 Lectures
Create Custom Report Type and create Report with it
1 Lectures
Limitation of custom Report Type
1 Lectures
What is Report Type Category and how to handle unused/obsolete Report types?
1 Lectures
Categorize values for a field using Bucket field in Report
1 Lectures
The Custom Summary Formula in Report
1 Lectures
What is Chart in Report and different type of chart in Report?
1 Lectures
How to use Donut chart in report?
1 Lectures
How to use Line chart in Report?
1 Lectures
Use of Funnel and Stacked chart in salesforce report?
1 Lectures
Adding Report chart in object page layout
1 Lectures
Report and Dashboard Folder in salesforce
1 Lectures
Report and Dashboard Permissions
1 Lectures
Setting Report and Folder as Favorite item
1 Lectures
Subscribe Report to send in email based on schedule
1 Lectures
What is Dashboard in Salesforce?
1 Lectures
Create a Dashboard and overview of Dashboard builder
1 Lectures
Create Dashboard from scratch with report as source
1 Lectures
Edit dashboard to add different component
1 Lectures
Different types of dashboard component
1 Lectures
Refresh dashboard ,schedule refresh and subscribe dashboard
1 Lectures
What is Dynamic dashboard and how to create it?
1 Lectures
Instructor Details
Debasis Jena
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