Salesforce Report and Dashboard

step by step guide to mastery in Salesforce Report & Dashboard in both classic and lightning

Debasis Jena
Language - English
English [CC]
Updated on Jun, 2023
Business, Business Analytics & Intelligence, Salesforce Administration

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

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

Basic Knowledge of Salesforce Administration
Salesforce Data/Object model

Curriculum

What is Salesforce and Why is it a CRM application?
16:32
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This Course Includes

7 hours
44 Lectures
Completion Certificate Sample Certificate
Lifetime Access Yes
Language English
30-Days Money Back Guarantee

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Training for a Team

Salesforce Report and Dashboard

Course Description

Goals

Prerequisites

Curriculum

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Sample Certificate

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1800-202-0515

Salesforce Report and Dashboard

Course Description

Goals

Prerequisites

Curriculum

What is Salesforce and Why is it a CRM application? 1 Lectures

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

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This Course Includes

Sample Certificate

Related Videos

Sample Certificate

Annual Membership

Training for a Team

Talk to us

1800-202-0515