Salesforce Lightning Report and Dashboard
Learn Salesforce Report Builder and Dashboards in the salesforce classic and lightning interface.
4.67 (91 reviews)
433
students
8 hours
content
Jun 2022
last update
$49.99
regular price
What you will learn
Fundamentals of Salesforce Reports and Dashboards
Salesforce Lightning Experience
Navigating to reports and dashboards
Reports / Dashboards tab and menu
Types of report format
The Tabular report format
The Summary report format
The Matrix report format
The Joined report format
Working with report filters
Field filter
The Filter Logic
The Cross Filter
The Row Limit filter
Filtering by Role Hierarchy
Filtering by Relative Date
Filtering by clicking on a chart
The Lock Filter
Understanding Report Types
Report type categories
Standard Report Type
Custom Report type
Adding Charts in Reports and Pages
Types of charts in reports
The Horizontal Bar chart
The Vertical Bar chart
The Stacked Horizontal Bar chart
The Stacked Vertical Bar chart
The Line chart
The Donut chart
The Funnel chart
The Scatter chart
Embedding a report chart in an object page
Opening a report
The Reports tab
The Reports menu
The Folders menu
adding an item to favorites
Subscribe to Reports: Add Recipients
Subscribe to Reports: Set Running User
Building Dashboards in Lightning Experience
Dynamic dashboards
The Dashboards tab
Navigating to a dashboard
Dragging and dropping in the Dashboard Builder
Refreshing dashboards
Scheduling a dashboard refresh
Creating your dashboard
The dashboard components
dashboard filters
Dashboards and reports drill down
Report dashboard from app exchange
Advanced Tips and Tricks for Reports and Dashboards
Dashboards and Reports in the Salesforce1 Mobile App
The report and dashboard folder
Export reports
Creating and customizing dashboards permission
Run reports permission
Manage dynamic dashboards permission
View My Team's Dashboards permission
Schedule dashboards
Securing private reports and dashboards
Using Unfiled Public Reports
Using public reports and dashboards
Report folder permissions
Dashboard folder permissions
Why take this course?
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
Screenshots
Reviews
Noor
November 16, 2023
Really nice course and an awesome instructor, I enjoyed the course and it was very useful and informative for me.
Pierre
November 16, 2023
The course is really great for a person who wants to know about Salesforce Lightning Report and Dashboard well.
Jasper
November 15, 2023
This is an excellent course. I think I have a solid understanding of the foundations of quality Salesforce dashboards and reporting.
John
November 15, 2023
The course was excellent, and I truly enjoy it. My understanding of preparing various sophisticated reports was quite limited, but now it has really increased.
Melinda
November 15, 2023
I had already learned some of this material, but this course provided a clearer and more comprehensive explanation.
Robert
November 14, 2023
The training was incredibly helpful, and I really like it. I knew very little about making many sophisticated reports, but now I know a great deal about it.
Gerth
November 10, 2023
The course is really amazing it's a good refresher for me about Salesforce Lightning, It's really recommended. Thanks
Malik
November 10, 2023
Very challenging but informative course. Recommend it to anyone who wants to learn advanced Salesforce Lightning reports and dashboards.
Nathan
November 9, 2023
Very informative course. Learned a lot of things about Salesforce Lightning Report and Dashboard. The instructor was one of the best!
Claudio
November 6, 2023
Conceptual substance that is precisely in line.Explanation in detail for every subject, supported by examples.Great source that addressed every aspect.
Richard
November 5, 2023
Comprehensive content. Salesforce Lightning provides an overview of everything you need to know about reports and dashboards. Thank you.
Gaurav
August 30, 2021
Tutor explained in easy way . i have enrolled all courses from Debasis. Highly Recommended to others also to enrolled in all courses for the tutor
Yakub
August 18, 2021
This course is designed in such a way that the basic/new learner also grab the things very easily.
its a very helpful course to the people those wo want to become experts in Admin part
Robert
January 10, 2021
I have a hard time understanding the presenter. The accent and how he he uses the English language baffles me I had to repeatedly go back and listen to things to her three times to get a better understanding.
Manasa
June 10, 2020
Perfectly aligned conceptual content.Clear explanation with examples for each topic.Good source and covered all the points.
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Enrollment distribution
3162080
udemy ID
5/24/2020
course created date
7/24/2020
course indexed date
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