Générateur de rapports Salesforce Lightning et tableaux de bord

Aperçu

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!!

Programme

• Introduction à Salesforce Lightning
Aperçu de l'interface Salesforce Lightning
Navigation dans l'expérience Lightning
• Principes fondamentaux des rapports Salesforce
Comprendre les objets et les champs Salesforce
Types de rapports dans Salesforce
Formats de rapport : Tabulaire, Résumé, Matrice et Rapports joints
• Construire des rapports dans Salesforce Lightning
Créer et personnaliser des rapports
Filtrer et trier les données dans les rapports
Regrouper et résumer les données des rapports
Travailler avec des graphiques de rapport
Utiliser des formules de rapport et des formules de résumé personnalisées
• Techniques avancées de reporting
Filtres croisés et limite de lignes
Programmer et s'abonner à des rapports
Exporter des rapports
• Introduction aux tableaux de bord dans Salesforce Lightning
Comprendre les tableaux de bord et les composants
Dispositions des tableaux de bord et meilleures pratiques
• Construire des tableaux de bord dans Salesforce Lightning
Créer et personnaliser des composants de tableau de bord
Utiliser des graphiques, des tableaux et des métriques
Filtres de tableau de bord et tableaux de bord dynamiques
• Pratiques intégratives
Collaborer avec les rapports et tableaux de bord Lightning
Partager et sécuriser les rapports et tableaux de bord
• Session pratique : exercices pratiques
Créer un exemple de rapport et de tableau de bord
Résoudre les problèmes courants
• Révision du cours et Q&R
Récapitulatif des concepts clés
Questions ouvertes

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Enseigné par

Yashad Tayal

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Matières

Business