Ultimate Salesforce Reports & Dashboards - 2023

Learn and Unlock the Power to Build Salesforce Lightning Experience Reports, Dashboards.

What you'll learn

Build Tabular, Summary, Matrix and Joined reports in Salesforce Lightning Experience

Build and edit a Dashboard from scratch

Utilize Listviews to edit multiple records simultaneously

Complex Salesforce reports by using groupings and formulas.

Building reports from Basic to Advance in salesforce report builder

Drilling down the data in Salesforce reports

Requirements

Basic Understanding of Salesforce Objects

Student should be ready to learn how to build reports, dashboards and list views using Salesforce Lightning

Description

WANT TO LEARN HOW TO BUILD REPORTS & DASHBOARDS IN SALESFORCE LIGHTNING?Salesforce Lightning Report Builder & Dashboards course is for students who are interested to learn the new Lightning report builder and dashboard builder provided by salesforce and also those who want to acquire the Salesforce Admin certificate.The course will take you through various customization's possible when building reports with salesforce lightning report builder and will teach you how to create reports from basic to more complex reports. The course also covers the fetching and displaying complex data reports using some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.The course is made very concisely keeping in mind that all the relevant information regarding salesforce lightning report builder and dashboards is covered. The Salesforce Lightning Report Builder & Dashboards course will help new admins as well the existing admins who are transitioning from classic to lightning to navigate and create interactive dashboards and reports on the platform as per the business needs. Each and every topic is covered in very engaging and interesting manner. This course is not a power-point presentation but its a complete hands -on course so you can learn by doing.This course has over 3 and half hours of video content. At the end of course you will have knowledge and hands on experience on lightning platform and the new salesforce report builder which is needed to take up the Salesforce admin certifications.This course will continue to grow as time passes and all the upgrades will be available for FREE for every enrolled student.For any questions do not hesitate to ask.Learn what you need to know in rapid timeUtilize the practice resources to master reporting, dashboards and listviewsHave full access to the instructor to answer any of your questions: This helps ensure everything is even easier to understand & is even more fun and engaging! **Happy Learning!!

Overview

Section 1: Everything About Reports & Dashboards

Lecture 1 Introduction to Salesforce Reports and Dashboards

Lecture 2 Custom Report Type Create a Salesforce Report

Lecture 3 Tabular, Summary, and Matrix Reports

Lecture 4 Joined Reports in Salesforce

Lecture 5 Bucket Fields in Reports

Lecture 6 Row Level Formula in Salesforce Reports

Section 2: Few More Reportings in Salesforce

Lecture 7 Summary Formula Fields

Lecture 8 Managing Dashboards and Reports

Lecture 9 Create a Contact Report in Salesforce

Lecture 10 Create an Account Report in Salesforce

Lecture 11 Dashboard Filters vs Running Users

Anyone who wishes to be a master in salesforce reports and dashboards.