Salesforce Lightning Report Builder & Dashboards

Learn salesforce report and dashboards with Complete Guide to report building, report types & dashboard Masterclass

4.26 (727 reviews)
Udemy
platform
English
language
IT Certification
category
instructor
Salesforce Lightning Report Builder & Dashboards
4,268
students
2.5 hours
content
Nov 2022
last update
$69.99
regular price

What you will learn

Salesforce Lightning Report Builder

Salesforce report types

Create a tabular/summary/matrix/joined report using salesforce report builder.

Building reports from Basic to Advance in salesforce report builder

Complex Salesforce reports by using groupings and formulas.

Drilling down the data in Salesforce reports

Salesforce Dashboards

List views

Using filters, cross filters, and filter logic in salesforce reports

Why take this course?

🌟 **Salesforce Lightning Report Builder & Dashboard Masterclass** 🌟 --- ### **Course Headline:** Learn Salesforce report and dashboards with a Complete Guide to Report Building, Report Types, and Dashboard Mastery! --- **Are you ready to master the art of data analysis within Salesforce Lightning?** If your answer is a resounding "Yes!" then this comprehensive course is designed just for you. Whether you're an aspiring Salesforce Admin or looking to enhance your current skills, this course will equip you with the knowledge and hands-on experience to become proficient in building powerful reports and dashboards using Salesforce Lightning. --- ### **What You Will Learn:** - 📊 **Utilize the Drag-and-Drop Interface:** Get familiar with the intuitive Lightning Report Builder. - 🔍 **Master Filters & Cross Filters:** Learn to filter data effectively and apply complex filter logic to refine your reports. - 📈 **Create Various Types of Reports:** From tabular to summary, matrix, and joined reports, learn how to create them all. - ✨ **Design Interactive Dashboards & Reports:** Understand how to present data visually for greater impact and clarity. - ⚙️ **Work with Groupings and Formulas:** Discover how to handle complex data and create sophisticated reports. ### **Course Highlights:** - Tailored for both new and experienced Salesforce Admins transitioning from Classic to Lightning. - Over 2 hours of video content, offering a deep dive into the functionalities of the Lightning Report Builder. - A complete hands-on course designed to enhance learning through practical application. - Continuously updated content with free upgrades for all enrolled students. --- ### **Course Structure:** 1. **Introduction to Salesforce Lightning Report Builder** - Understanding the interface and its capabilities. - Basic report creation with simple drag-and-drop elements. 2. **Advanced Report Building Techniques** - Exploring filters, cross filters, and filter logic. - Creating complex reports using groupings and formulas. 3. **Dashboard Creation & Customization** - Learning to create visually interactive dashboards. - Understanding dashboard components and best practices. 4. **Real-world Business Scenarios** - Applying report and dashboard building skills to real-life business challenges. - Gaining hands-on experience with examples that matter. 5. **Preparation for Salesforce Admin Certification** - Covering the essentials needed for the certification exam. - Enhancing your resume and career prospects with this in-demand skill set. --- ### **Why Enroll?** - **Practical, Hands-On Learning:** This course is not just theoretical; it's designed to get you working with the platform from day one. - **Engaging Content:** Learn through interactive videos and real-world examples that make complex concepts clear and easy to grasp. - **Up-to-Date Curriculum:** Benefit from a course that stays current with the latest Salesforce updates, ensuring your skills are always in demand. - **Expert Guidance:** Led by Yashad Tayal, an expert instructor with extensive knowledge of Salesforce and its ecosystem. --- ### **Get Started Today!** Embark on your journey to becoming a Salesforce Reporting and Dashboarding pro. Enroll now and unlock the full potential of your data analysis skills within Salesforce Lightning. With this comprehensive guide, you'll be well-equipped to tackle any report or dashboard challenge that comes your way. --- **Questions? Concerns?** Reach out at any time – we're here to help you succeed! 🤝 Happy Learning and see you in the course! 🚀

Screenshots

Salesforce Lightning Report Builder & Dashboards - Screenshot_01Salesforce Lightning Report Builder & Dashboards - Screenshot_02Salesforce Lightning Report Builder & Dashboards - Screenshot_03Salesforce Lightning Report Builder & Dashboards - Screenshot_04

Our review

--- ### Overview of the Course Rating and Feedback **Global Course Rating:** 4.27 Recent reviews from users who have taken the Salesforce Reporting and Dashboards course reflect a positive overall experience, with most users finding the content valuable for understanding and creating interactive dashboards and reports in Salesforce. The course has been praised for its clarity, comprehensiveness, and practical utility. However, some users noted challenges with the pace of the course and the need for clearer explanations on navigation and permissions. **Pros:** - **Content Relevance and Depth:** Users reported that the course provided useful, informative content that helped them understand the basics of Salesforce reporting and dashboards. It also covered advanced topics like joined reports, which were appreciated. - **Practical Application:** Many users found that the course not only explained concepts but also offered practical examples and assignments that made sense for real-world application. - **Clarity and Conciseness:** Several reviewers pointed out that the instructor explained concepts clearly and concisely, making it easier to grasp complex topics without unnecessary fluff. - **Flexibility for Learning Pace:** A number of users appreciated the ability to learn at their own pace, which allowed for deeper comprehension and the opportunity to revisit sections as needed. **Cons:** - **Pacing and Navigation:** Some users found it difficult to keep up with the instructor's pace, necessitating frequent pausing or rewinding to follow along. Additionally, there were comments about the need for better navigation guidance within Salesforce's interface. - **Permissions Clarification:** A few users highlighted that the course sometimes assumed a level of permissions that not all users might have, which could lead to confusion when trying to follow along with the instructor. - **Consistency in Presentation:** One user suggested that having a consistent display setup (like the "Comfy" display) would improve the learning experience for consistency and clarity. **General Feedback:** - **Diverse Learning Styles Accommodated:** The course was deemed to be helpful for both beginners and those with intermediate knowledge, offering tips and developments that were new even to experienced users. - **Comprehensive Coverage:** Users appreciated the comprehensive coverage of reporting features and the practical insights provided by the instructor. - **User Engagement:** Some users felt that the course could benefit from more time spent on certain topics, particularly dashboards, to ensure a well-rounded understanding. **Conclusion:** The Salesforce Reporting and Dashboards course is generally well-received for its informative content and practical approach to teaching. It has successfully helped users understand the fundamentals of reporting in Salesforce and has provided valuable insights into creating effective dashboards. While there are areas for improvement, such as pacing, navigation guidance, and permission clarification, the course remains a solid educational resource for those looking to enhance their Salesforce skills. --- **Note to Learners:** When taking this course, it may be beneficial to ensure that you have the necessary permissions within your Salesforce environment to follow along with all the features demonstrated. Additionally, consider utilizing a consistent display setup to avoid any distractions or confusion during learning. Take your time with the material, and don't hesitate to pause or replay sections as needed to fully grasp the concepts and applications.

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Related Topics

2449010
udemy ID
7/8/2019
course created date
7/24/2019
course indexed date
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