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Starts 8 June 2025 02:16

Ends 8 June 2025

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Salesforce Lightning Report Builder & Dashboards

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

4052 Courses


2 hours 27 minutes

Optional upgrade avallable

Not Specified

Progress at your own speed

Paid Course

Optional upgrade avallable

Overview

Learn salesforce report and dashboards with Complete Guide to report building, report types & dashboard Masterclass What you'll learn:

Salesforce Lightning Report BuilderSalesforce report typesCreate a tabular/summary/matrix/joined report using salesforce report builder.Building reports from Basic to Advance in salesforce report builderComplex Salesforce reports by using groupings and formulas.Drilling down the data in Salesforce reportsSalesforce DashboardsList viewsUsing filters, cross filters, and filter logic in salesforce reports WANT TO LEARN HOW TO BUILD REPORTS & DASHBOARDS IN SALESFORCE LIGHTNING? Salesforce Lightning Report Builder & Dashboards course is for students who are interested to learn the new Lightning report builder and dashboard builder provided by salesforce and also those who want to acquire the Salesforce Admin certificate.

The course will take you through various customization's possible when building reports with salesforce lightning report builder and will teach you how to create reports from basic to more complex reports. The course also covers the fetching and displaying complex data reports using some common business scenarios in lightning so that students can have a hands-on experience of some real business use cases.After completing this course, you'll be able to:

Use the drag-and-drop interface of salesforce report builder.Using filters, cross filters, and filter logic in salesforce reports.Create a tabular/summary/matrix/joined salesforce report.Created visually interactive salesforce dashboards and salesforce reports.Create complex salesforce reports by using groupings and formulas.The course is made very concisely keeping in mind that all the relevant information regarding salesforce lightning report builder and dashboards is covered.

The Salesforce Lightning Report Builder & Dashboards course will help new admins as well the existing admins who are transitioning from classic to lightning to navigate and create interactive dashboards and reports on the platform as per the business needs. Each and every topic is covered in very engaging and interesting manner.

This course is not a power-point presentation but its a complete hands -on course so you can learn by doing.This course has over 2 hours of video content. At the end of course you will have knowledge and hands on experience on lightning platform and the new salesforce report builder which is needed to take up the Salesforce admin certifications.This course will continue to grow as time passes and all the upgrades will be available for FREE for every enrolled student.For any questions do not hesitate to ask.Happy Learning!!

Syllabus

  • Introduction to Salesforce Lightning
  • Overview of Salesforce Lightning Interface
    Navigating the Lightning Experience
  • Fundamentals of Salesforce Reports
  • Understanding Salesforce Objects and Fields
    Types of Reports in Salesforce
    Report Formats: Tabular, Summary, Matrix, and Joined Reports
  • Building Reports in Salesforce Lightning
  • Creating and Customizing Reports
    Filtering and Sorting Data in Reports
    Grouping and Summarizing Report Data
    Working with Report Charts
    Using Report Formulas and Custom Summary Formulas
  • Advanced Reporting Techniques
  • Cross Filters and Row Limit
    Scheduling and Subscribing to Reports
    Exporting Reports
  • Introduction to Dashboards in Salesforce Lightning
  • Understanding Dashboards and Components
    Dashboard Layouts and Best Practices
  • Building Dashboards in Salesforce Lightning
  • Creating and Customizing Dashboard Components
    Using Charts, Tables, and Metrics
    Dashboard Filters and Dynamic Dashboards
  • Integrative Practices
  • Collaborating with Lightning Reports and Dashboards
    Sharing and Securing Reports and Dashboards
  • Practical Session: Hands-on Exercises
  • Creating a Sample Report and Dashboard
    Troubleshooting Common Issues
  • Course Review and Q&A
  • Recap of Key Concepts
    Open Floor for Questions

Taught by

Yashad Tayal


Subjects

Business