Salesforce Lightning Report Builder & Dashboards

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

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Taught by

Yashad Tayal

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Subjects

Business