Salesforce Reports Dashboards List Views Crash

Learn Salesforce Reports, Dashboards and List Views in 1 day!

Last updated 2022-01-10 | 4.3

- Learn Salesforce Reports
- Dashboards and List Views in a short time frame
- Learn SMART. You will automatically be digesting information easier

What you'll learn

Learn Salesforce Reports

Dashboards and List Views in a short time frame

Learn SMART. You will automatically be digesting information easier

* Requirements

* Computer/Laptop and internet access
* Hunger to learn

Description

The purpose of this course is to enable students of all levels to Learn Salesforce Reports, Dashboards and List Views within a very short time.

Reports are one of the most crucial of objects and functions in Salesforce. Administrators and end-users both utilise this function on a daily basis.This course will allow you to delve into the core concepts that you need to know ins and outs of Reports. You will learn the practical steps to creating, modifying and utilising Reports.

Dashboards are one of the most crucial of objects and functions in Salesforce. Administrators and end-users both utilise this function on a daily basis.This course will allow you to delve into the core concepts that you need to know ins and outs of Dashboards. You will learn the practical steps to creating, modifying and utilising Dashboards.

This course will allow you to delve into the core concepts that you need to know ins and outs of List Views. You will learn the practical steps to creating, modifying and utilising List Views.

After taking this course, you will know how to create, modify, delete and manage all 3, learning the pros and cons of each in a very short time frame.

There's a quiz at the end to test your knowledge.You can download my course and watch it at your own leisure.

Have the peace of mind of being taught by a Certified Salesforce Instructor.

Who this course is for:

People of ALL levels can take this
Anyone looking to learn how to conquer Salesforce FAST

Course content

11 sections • 39 lectures

Introduction to Reports 3 lectures

Introduction Preview 01:24

Short introduction about me.

Instructor's Note Preview 00:28

Short note from the instructor.

What students will learn in this course Preview 00:32

Students will learn the following:

-What are Reports and Why use them?

-Where are Reports?

-Create/Customise/Delete Reports

-Tabular, Summary, Joined and Matrix Reports

-Formula Fields in Reports

-Bucket Fields in Reports

-Report Types

-Visibility of Reports

-Schedule Reports

-Export Reports

Understanding Reports 2 lectures

What are Reports and Why use them? Preview 02:07

Students will learn the general gist about Reports as well as the advantages about them.

Where are Reports? Preview 01:43

Shows students where they can find Reports within the Salesforce platform.

Creating and Modifying Reports 6 lectures

Creating Reports Preview 07:52

Students will learn how to create all the different formats of Reports.

Modifying and Deleting Reports Preview 04:42

Students will learn quickly how to modify and delete Reports.

How to create a Tabular Report? Preview 02:35

Students will learn how to specifically create a Tabular Report.

How to create a Summary Report? Preview 08:43

Students will learn how to specifically create a Summary Report.

How to create a Matrix Report? Preview 06:38

Students will learn how to specifically create a Matrix Report.

How to create a Joined Report? Preview 05:24

Students will learn how to specifically create a Joined Report.

Report Features 7 lectures

Formula Fields in Reports Preview 07:26

Students will learn how to create Formula fields in reports.

Bucket Fields in Reports Preview 04:18

Students will learn the benefits of and how to create Bucket Fields

Report Types Preview 06:29

Students will learn about how to create different report types. Salesforce has standard report types built-in, this lecture will show students how to create custom report types.