Salesforce Lightning Report and Dashboard
- 3.9
-
![]()
![]()
![]()
![]()
Brief Introduction
Learn Salesforce Report Builder and Dashboards in the salesforce classic and lightning interface.Description
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
Requirements
- Requirements
- salesforce Admin
- designed from scratch to advance level to mastery in salesforce report and dashboard
Knowledge
- 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
Debasis Jena
3.9 Raiting
Salesforce Lightning for Beginners (with Examples)
- 3.8
-
![]()
![]()
![]()
![]()
![]()
Lightning Rocks Salesforce Lightning - Modern CRM Lightning is an updated user interface from Salesforce. It also includes great enhancements for list views, report filters, inline email, enhanced notes, etc....
Intro to Point & Click App Development
- 0.0
-
![]()
![]()
![]()
![]()
![]()
After completing this course you will have built your own web and mobile app. What kind of apps can you build?...
Salesforce Lightning Report and Dashboard
- 3.9
-
![]()
![]()
![]()
![]()
![]()
Learn Salesforce Report Builder and Dashboards in the salesforce classic and lightning interface. This is one unique course which covers both classic and lightning report & Dashboard....
Reports, Dashboards, and Customer Success in Salesforce
- 4.9
-
![]()
![]()
![]()
![]()
![]()
This fourth course goes into more depth on how a sales operations specialist would use Salesforce Service Cloud to support a variety of different customer service needs....
