Salesforce Course: Reporting and Dashboard
step by step guide to mastery in Salesforce Report & Dashboard in both classic and lightning
Business,Business Analytics & Intelligence,Salesforce Administration
Lectures -44
Duration -7 hours
30-days Money-Back Guarantee
Get your team access to 10000+ top Tutorials Point courses anytime, anywhere.
Course 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.
Goals
- Salesforce Lightning Report Builder
- Create a tabular/summary/matrix/joined report.
- Create complex reports by using groupings and formulas
- Salesforce report types
- Building reports from Basic to Advance
- Report Charts
- Using Of Report Chart in page layout
- Salesforce Dashboards
- Drilling down the data in reports
- Use the value of using filters, cross filters, and filter logic.
Prerequisites
- Basic Knowledge of Salesforce Administration
- Salesforce Data/Object model
![Salesforce Course: Reporting and Dashboard Salesforce Course: Reporting and Dashboard](https://d3mxt5v3yxgcsr.cloudfront.net/courses/2952/course_2952_image.jpg)
Curriculum
Check out the detailed breakdown of what’s inside the course
What is Salesforce and Why is it a CRM application?
1 Lectures
-
What is Salesforce and Why is it a CRM application? 16:32 16:32
Setting up Lifetime free salesforce Developer Account
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Navigate to Report and Dashboard Tab
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Different types of Report Format use in salesforce
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Tabular Format and when to use it?
3 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Summary Report and why to use in salesforce?
2 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Matrix Report and when to use it?
3 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Joined report and why to use it?
2 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Field Filter and how to use Filter logic?
2 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is cross filter and when to use it?
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Adding Filter criteria on cross filter
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Use Filter by Role Hierarchy
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Report Type in Salesforce?
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Different type of Report type in salesforce
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Custom Report Type Example
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Create Custom Report Type and create Report with it
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Limitation of custom Report Type
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Report Type Category and how to handle unused/obsolete Report types?
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Categorize values for a field using Bucket field in Report
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
The Custom Summary Formula in Report
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Chart in Report and different type of chart in Report?
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
How to use Donut chart in report?
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
How to use Line chart in Report?
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Use of Funnel and Stacked chart in salesforce report?
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Adding Report chart in object page layout
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Report and Dashboard Folder in salesforce
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Report and Dashboard Permissions
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Setting Report and Folder as Favorite item
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Subscribe Report to send in email based on schedule
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Dashboard in Salesforce?
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Create a Dashboard and overview of Dashboard builder
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Create Dashboard from scratch with report as source
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Edit dashboard to add different component
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Different types of dashboard component
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Refresh dashboard ,schedule refresh and subscribe dashboard
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
What is Dynamic dashboard and how to create it?
1 Lectures
![Tutorialspoint](/market/public/assets/images/loader.gif)
Instructor Details
![Debasis Jena](https://www.tutorialspoint.com/assets/profiles/210303/profile/200_264995-1591609257.jpg)
Debasis Jena
Course Certificate
Use your certificate to make a career change or to advance in your current career.
![sample Tutorialspoint certificate](/market/public/assets/newDesign/img/primePacks/V-certificate.png)
Our students work
with the Best
![adobe logo](/market/public/assets/newDesign/img/adobe.png)
![adp logo](/market/public/assets/newDesign/img/adp.png)
![apple logo](/market/public/assets/newDesign/img/apple.png)
![armani logo](/market/public/assets/newDesign/img/armani.jpg)
![bosch logo](/market/public/assets/newDesign/img/bosch.png)
![capegemini logo](/market/public/assets/newDesign/img/capegemini.png)
![cisco logo](/market/public/assets/newDesign/img/cisco.png)
![hdfc bank logo](/market/public/assets/newDesign/img/hdfcbank.png)
![ibm logo](/market/public/assets/newDesign/img/ibm.png)
![intel logo](/market/public/assets/newDesign/img/intel.png)
![mastercard logo](/market/public/assets/newDesign/img/mastercard.png)
![netflix logo](/market/public/assets/newDesign/img/netflix.png)
![qualcomm logo](/market/public/assets/newDesign/img/qualcomm.png)
![samsung logo](/market/public/assets/newDesign/img/samsung.png)
![sony logo](/market/public/assets/newDesign/img/sony.png)
![unilever logo](/market/public/assets/newDesign/img/unilever.png)
![walmart logo](/market/public/assets/newDesign/img/walmart.png)
![adobe logo](/market/public/assets/newDesign/img/adobe.png)
![adp logo](/market/public/assets/newDesign/img/adp.png)
![apple logo](/market/public/assets/newDesign/img/apple.png)
![armani logo](/market/public/assets/newDesign/img/armani.jpg)
![bosch logo](/market/public/assets/newDesign/img/bosch.png)
![capegemini logo](/market/public/assets/newDesign/img/capegemini.png)
![cisco logo](/market/public/assets/newDesign/img/cisco.png)
![hdfcbank logo](/market/public/assets/newDesign/img/hdfcbank.png)
![ibm logo](/market/public/assets/newDesign/img/ibm.png)
![intel logo](/market/public/assets/newDesign/img/intel.png)
![mastercard logo](/market/public/assets/newDesign/img/mastercard.png)
![netflix logo](/market/public/assets/newDesign/img/netflix.png)
![qualcomm logo](/market/public/assets/newDesign/img/qualcomm.png)
![samsung logo](/market/public/assets/newDesign/img/samsung.png)
![sony logo](/market/public/assets/newDesign/img/sony.png)
![unilever logo](/market/public/assets/newDesign/img/unilever.png)
![walmart logo](/market/public/assets/newDesign/img/walmart.png)
Related Video Courses
View MoreAnnual Membership
Become a valued member of Tutorials Point and enjoy unlimited access to our vast library of top-rated Video Courses
Subscribe now![Annual Membership Annual Membership](/market/public/assets/newDesign/img/membership-large-small.jpg)
Online Certifications
Master prominent technologies at full length and become a valued certified professional.
Explore Now![Online Certifications Online Certifications](/market/public/assets/newDesign/img/traning-for-a-team.png)