Salesforce Lightning Report and Dashboard
Learn Salesforce Report Builder and Dashboards in the salesforce classic and lightning interface.
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?
Master Salesforce Reporting & Dashboards with Expert-Led Training! 📊✨
Course Headline: Unlock the Full Potential of Your Data with Salesforce Lightning Reports and Dashboards!
Course Description:
Are you ready to become a Salesforce reporting wizard? Look no further! Salesforce Lightning Report & Dashboard is a comprehensive course tailored for individuals aiming to master both the classic and lightning interfaces of Salesforce. This isn't just another online tutorial; it's a hands-on, in-depth learning journey designed to cover all the essential concepts from the ground up. 🛠️
Why Take This Course?
- Expert Guidance: Taught by the knowledgeable and experienced Debasis Jena, this course ensures you receive personalized support every step of the way. 👩🏫
- Real-World Application: Learn through live implementation with multiple real-world scenarios, ensuring you can apply your skills to any business context. 🌍
- Covering All Levels: From the basics to advanced techniques, we've got you covered. You'll walk away with a comprehensive understanding of Salesforce reporting and dashboards. 🎓
- Full Spectrum Topics: This course doesn't just scratch the surface; it dives deep into crucial subjects like using reports and dashboards effectively, AppExchange, and security and access permissions. 🔒
- Interactive Learning: Engage with interactive content that solidifies your understanding and enhances your learning experience. 🖥️
Course Breakdown:
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Introduction to Salesforce Reports & Dashboards: Learn the fundamentals and how they fit into the Salesforce ecosystem.
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Understanding the Lightning Interface: Navigate the modern Salesforce UI with ease. 🌟
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Creating Basic Reports: Start by crafting straightforward reports to gain confidence in using the reporting tool.
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Advanced Reporting Techniques: Explore filters, formulas, and summaries that will transform your data analysis capabilities. 🚀
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Dashboard Design Principles: Learn how to design effective dashboards that provide actionable insights.
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Security and Access Control: Understand how to manage user permissions for reports and dashboards securely. 🔑
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Integrating AppExchange Solutions: Discover how to expand your Salesforce functionality with third-party apps.
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Final Project: Apply everything you've learned in a capstone project that showcases your newfound skills. 💪
What You Will Gain:
- Proficiency in building and interpreting reports in both classic and lightning versions of Salesforce.
- Ability to design dashboards that are visually appealing and provide valuable insights into business data.
- A solid grasp of security measures within Salesforce, ensuring your data remains secure.
- A portfolio of completed projects that demonstrate your expertise in Salesforce reporting and dashboarding. 🗂️
Enrollment Details:
- Start Date: Enroll anytime for immediate access to course materials.
- Duration: Self-paced, with the freedom to learn at your convenience.
- Access: Lifetime access to course content, including updates and additional resources as they become available.
Embark on your journey to becoming a Salesforce reporting guru today! With Salesforce Lightning Report & Dashboard, you'll not only enhance your career prospects but also transform the way you interact with data in Salesforce. 🚀📈
Sign up now and take the first step towards mastering Salesforce reporting and dashboarding! Let's make data work for you. 🎉👇
Screenshots
Our review
🏡 Course Overview:
The course has received a high rating of 4.71 from recent reviews, indicating a strong positive reception from learners. The consensus among users is that the course provides clear and comprehensive coverage of Salesforce Reports and Dashboards, with particular attention to both Classic and Lightning interfaces.
Pros:
- Clarity and Understanding: The course content is very clear, enabling learners to easily grasp the knowledge imparted regarding Salesforce Reports and Dashboards.
- Real-World Application: Live examples are used extensively, which helps learners understand the practical applications of the concepts taught.
- Comprehensive Coverage: The course is commended for its detailed explanation of Analytics capabilities within Salesforce.
- Expertise Development: Multiple users have expressed that the course significantly enhances their expertise in creating complex reports and dashboards in Salesforce.
- Recommendation: The course is highly recommended for those who want to become experts in Salesforce Reporting and Dashboarding.
- Ease of Learning: The course is designed in a way that even beginners can understand and learn effectively.
- Instruction Quality: The instructor's explanations are described as easy to follow, with the course material being clear and comprehensive.
- Resource Value: The content is considered a good source that covers all points necessary for understanding Salesforce Reports and Dashboards.
- Instructor Performance: The instructor has been praised for providing an excellent explanation of each topic and for their performance in the course.
Cons:
- Audio Issues: At least one learner experienced issues with audio synchronization, which caused some confusion.
- Language Barrier: One user found the presenter's accent and use of English language somewhat difficult to understand, necessitating repeated listening to fully comprehend the material.
Course Features:
- Interactive Learning: The course includes live examples, which are invaluable for visual learners and those new to Salesforce.
- Detailed Explanations: Each topic is thoroughly explained with appropriate examples to solidify understanding.
- Dual Focus: The course covers both Classic and Lightning interfaces, which is essential for learners who may be transitioning or working in different Salesforce environments.
- Expertise Across Levels: Suitable for both beginners and those looking to advance their skills in Salesforce reporting and dashboarding.
In summary, this course on Salesforce Reports and Dashboards has been highly praised by learners for its clarity, practical examples, and comprehensive coverage of the subject matter. While there are a couple of noted issues with audio synchronization and language comprehension, the overall sentiment suggests that the course is an excellent resource for anyone looking to develop or enhance their skills in Salesforce analytics.