Salesforce Reports & Dashboards

In this course you will learn the basic and advanced features of Salesforce reporting.

What you'll learn

Create reports with awareness of best practices.

Create dashboards with awareness of best practices.

Know what analytics advanced features are available.

Be aware of other functionalities can be leveraged for analyzing your data.

Manage sharing of Reports & Dashboards.

Requirements

Beginner Salesforce Administrator

Description
In this class I am covering everything from basic to advanced concepts about reports and dashboards.I also go through the various builder interfaces and highlight the features and explain at each step of the way what are the best practices and proper use cases.I cover as well the advanced features of Salesforce analytics and provide an intro to :- Tableau , which is a cloud-based platform for connecting data from multiple sources. It offers a better way to distribute insight to business users so they can understand and act on changing information.- Einstein Discovery, which augments your business intelligence with statistical modelling and supervised machine learning to identify, surface, and visualise insights into your business data. It uses predictive and prescriptive analysis to predict future outcomes, as well as suggests ways in which you can improve predicted outcomes.- Data Pipelines, which is a high-performance data platform that can clean, transform, and enrich large volumes of data at scale.- Salesforce Object Query Language (SOQL) which is used to search your organization’s Salesforce data for specific information.This class is intended for beginner but also advanced Salesforce Administrators.I also have attached a document with the links from the training to provide further resources which complement this training.
Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Reports - Standard & Custom

Lecture 2 Reports - Standard & Custom

Section 3: Reports - Saring, Cross Filters & SOQL

Lecture 3 Reports - Saring, Cross Filters & SOQL

Section 4: Dashboards - Standard & Custom

Lecture 4 Dashboards - Standard & Custom

Section 5: Dashboards - Sharing & Subscription

Lecture 5 Dashboards - Sharing & Subscription

Beginner Salesforce Administrators