Salesforce Lightning Report and Dashboard

Learn Salesforce Report Builder and Dashboards in the salesforce classic and lightning interface.

4.63 (154 reviews)
Udemy
platform
English
language
Programming Languages
category
instructor
Salesforce Lightning Report and Dashboard
573
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?


Master Salesforce Reporting & Dashboards with Expert-Led Training! πŸ“Šβœ¨

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. πŸ› οΈ

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. πŸ‘©β€πŸ«
  • 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. πŸŽ“
  • 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. πŸ”’
  • Interactive Learning: Engage with interactive content that solidifies your understanding and enhances your learning experience. πŸ–₯️

Course Breakdown:

  • Introduction to Salesforce Reports & Dashboards: Learn the fundamentals and how they fit into the Salesforce ecosystem.

  • Understanding the Lightning Interface: Navigate the modern Salesforce UI with ease. 🌟

  • Creating Basic Reports: Start by crafting straightforward reports to gain confidence in using the reporting tool.

  • Advanced Reporting Techniques: Explore filters, formulas, and summaries that will transform your data analysis capabilities. πŸš€

  • Dashboard Design Principles: Learn how to design effective dashboards that provide actionable insights.

  • Security and Access Control: Understand how to manage user permissions for reports and dashboards securely. πŸ”‘

  • Integrating AppExchange Solutions: Discover how to expand your Salesforce functionality with third-party apps.

  • Final Project: Apply everything you've learned in a capstone project that showcases your newfound skills. πŸ’ͺ

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. πŸ—‚οΈ

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. πŸš€πŸ“ˆ


Sign up now and take the first step towards mastering Salesforce reporting and dashboarding! Let's make data work for you. πŸŽ‰πŸ‘‡

Enroll Now ➑️ Learn More

Screenshots

Salesforce Lightning Report and Dashboard - Screenshot_01Salesforce Lightning Report and Dashboard - Screenshot_02Salesforce Lightning Report and Dashboard - Screenshot_03Salesforce Lightning Report and Dashboard - Screenshot_04

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.

3162080
udemy ID
24/05/2020
course created date
24/07/2020
course indexed date
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