Creación de Informes y Tableros de Control en Salesforce Lightning

Resumen

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!!

Programa

• Introducción a Salesforce Lightning
Descripción general de la interfaz de Salesforce Lightning
Navegación en la experiencia Lightning
• Fundamentos de los informes de Salesforce
Comprensión de los objetos y campos de Salesforce
Tipos de informes en Salesforce
Formatos de informes: tabular, de resumen, de matriz y de informes unidos
• Creación de informes en Salesforce Lightning
Creación y personalización de informes
Filtrando y ordenando datos en informes
Agrupación y resumen de datos del informe
Trabajo con gráficos de informes
Uso de fórmulas de informes y fórmulas de resumen personalizadas
• Técnicas avanzadas de informes
Filtros cruzados y límite de filas
Programación y suscripción a informes
Exportación de informes
• Introducción a los paneles en Salesforce Lightning
Comprensión de paneles y componentes
Diseños de paneles y mejores prácticas
• Creación de paneles en Salesforce Lightning
Creación y personalización de componentes de panel
Uso de gráficos, tablas y métricas
Filtros de panel y paneles dinámicos
• Prácticas integrativas
Colaboración con informes y paneles de Lightning
Compartir y asegurar informes y paneles
• Sesión práctica: ejercicios prácticos
Creación de un informe y un panel de ejemplo
Solución de problemas comunes
• Revisión del curso y Preguntas y Respuestas
Resumen de conceptos clave
Preguntas abiertas para el público

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Impartido por

Yashad Tayal

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Materias

Business