Salesforce Lightning Report and Dashboard

Salesforce Lightning Report and Dashboard, available at $49.99, has an average rating of 4.88, with 48 lectures, based on 121 reviews, and has 489 subscribers.

You will learn about Fundamentals of Salesforce Reports and Dashboards Salesforce Lightning Experience Navigating to reports and dashboards Reports / Dashboards tab and menu Types of report format The Tabular report format The Summary report format The Matrix report format The Joined report format Working with report filters Field filter The Filter Logic The Cross Filter The Row Limit filter Filtering by Role Hierarchy Filtering by Relative Date Filtering by clicking on a chart The Lock Filter Understanding Report Types Report type categories Standard Report Type Custom Report type Adding Charts in Reports and Pages Types of charts in reports The Horizontal Bar chart The Vertical Bar chart The Stacked Horizontal Bar chart The Stacked Vertical Bar chart The Line chart The Donut chart The Funnel chart The Scatter chart Embedding a report chart in an object page Opening a report The Reports tab The Reports menu The Folders menu adding an item to favorites Subscribe to Reports: Add Recipients Subscribe to Reports: Set Running User Building Dashboards in Lightning Experience Dynamic dashboards The Dashboards tab Navigating to a dashboard Dragging and dropping in the Dashboard Builder Refreshing dashboards Scheduling a dashboard refresh Creating your dashboard The dashboard components dashboard filters Dashboards and reports drill down Report dashboard from app exchange Advanced Tips and Tricks for Reports and Dashboards Dashboards and Reports in the Salesforce1 Mobile App The report and dashboard folder Export reports Creating and customizing dashboards permission Run reports permission Manage dynamic dashboards permission View My Team's Dashboards permission Schedule dashboards Securing private reports and dashboards Using Unfiled Public Reports Using public reports and dashboards Report folder permissions Dashboard folder permissions This course is ideal for individuals who are salesforce or salesforce manager or salesforc adminstrator or salesforce consultant or salesforce architet or salesforce developer or business analyst It is particularly useful for salesforce or salesforce manager or salesforc adminstrator or salesforce consultant or salesforce architet or salesforce developer or business analyst.

Enroll now: Salesforce Lightning Report and Dashboard

Summary

Title: Salesforce Lightning Report and Dashboard

Price: $49.99

Average Rating: 4.88

Number of Lectures: 48

Number of Published Lectures: 46

Number of Curriculum Items: 48

Number of Published Curriculum Objects: 46

Original Price: $49.99

Quality Status: approved

Status: Live

What You Will Learn

Fundamentals of Salesforce Reports and Dashboards
Salesforce Lightning Experience
Navigating to reports and dashboards
Reports / Dashboards tab and menu
Types of report format
The Tabular report format
The Summary report format
The Matrix report format
The Joined report format
Working with report filters
Field filter
The Filter Logic
The Cross Filter
The Row Limit filter
Filtering by Role Hierarchy
Filtering by Relative Date
Filtering by clicking on a chart
The Lock Filter
Understanding Report Types
Report type categories
Standard Report Type
Custom Report type
Adding Charts in Reports and Pages
Types of charts in reports
The Horizontal Bar chart
The Vertical Bar chart
The Stacked Horizontal Bar chart
The Stacked Vertical Bar chart
The Line chart
The Donut chart
The Funnel chart
The Scatter chart
Embedding a report chart in an object page
Opening a report
The Reports tab
The Reports menu
The Folders menu
adding an item to favorites
Subscribe to Reports: Add Recipients
Subscribe to Reports: Set Running User
Building Dashboards in Lightning Experience
Dynamic dashboards
The Dashboards tab
Navigating to a dashboard
Dragging and dropping in the Dashboard Builder
Refreshing dashboards
Scheduling a dashboard refresh
Creating your dashboard
The dashboard components
dashboard filters
Dashboards and reports drill down
Report dashboard from app exchange
Advanced Tips and Tricks for Reports and Dashboards
Dashboards and Reports in the Salesforce1 Mobile App
The report and dashboard folder
Export reports
Creating and customizing dashboards permission
Run reports permission
Manage dynamic dashboards permission
View My Team's Dashboards permission
Schedule dashboards
Securing private reports and dashboards
Using Unfiled Public Reports
Using public reports and dashboards
Report folder permissions
Dashboard folder permissions

Who Should Attend

salesforce
salesforce manager
salesforc adminstrator
salesforce consultant
salesforce architet
salesforce developer
business analyst

Target Audiences

salesforce
salesforce manager
salesforc adminstrator
salesforce consultant
salesforce architet
salesforce developer
business analyst

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

Course Curriculum

Chapter 1: What is Salesforce and Why is it a CRM application?

Lecture 1: What is Salesforce and Why is it a CRM application?

Chapter 2: Setting up Lifetime free salesforce Developer Account

Lecture 1: Setting up Lifetime free salesforce Developer Account

Chapter 3: Navigate to Report and Dashboard Tab

Lecture 1: Navigate to Report and Dashboard Tab

Chapter 4: Different types of Report Format use in salesforce

Lecture 1: Different types of Report Format use in salesforce

Chapter 5: Bonus Lecture

Lecture 1: Other Courses you might be interested

Chapter 6: What is Tabular Format and when to use it?

Lecture 1: What is Tabular Format and when to use it?

Lecture 2: Scenario-Create Tabular Report from scratch

Lecture 3: Scenario-Create Tabular Report from scratch continued

Chapter 7: What is Summary Report and why to use in salesforce?

Lecture 1: What is Summary Report and why to use in salesforce?

Lecture 2: Scenario-Create Summary Report from scratch

Chapter 8: What is Matrix Report and when to use it?

Lecture 1: What is Matrix Report and when to use it?

Lecture 2: Scenario-Create Matrix report from scratch

Lecture 3: Scenario-Create Matrix report with adding summary field

Chapter 9: What is Joined report and why to use it?

Lecture 1: What is Joined report and why to use it?

Lecture 2: Scenario-Create Joined report from scratch

Chapter 10: What is Field Filter and how to use Filter logic?

Lecture 1: What is Field Filter and how to use Filter logic?

Lecture 2: Scenario- Use field filter logic example

Chapter 11: What is cross filter and when to use it?

Lecture 1: What is cross filter and when to use it?

Chapter 12: Adding Filter criteria on cross filter

Lecture 1: Adding Filter criteria on cross filter

Chapter 13: Use Filter by Role Hierarchy

Lecture 1: Use Filter by Role Hierarchy

Chapter 14: What is Report Type in Salesforce?

Lecture 1: What is Report Type in Salesforce?

Chapter 15: Different type of Report type in salesforce

Lecture 1: Different type of Report type in salesforce

Chapter 16: Custom Report Type Example

Lecture 1: Custom Report Type Example

Chapter 17: Create Custom Report Type and create Report with it

Lecture 1: Create Custom Report Type and create Report with it

Chapter 18: Limitation of custom Report Type

Lecture 1: Limitation of custom Report Type

Chapter 19: What is Report Type Category and how to handle unused/obsolete Report types?

Lecture 1: What is Report Type Category and how to handle unused/obsolete Report types?

Chapter 20: categorize values for a field using Bucket field in Report

Lecture 1: categorize values for a field using Bucket field in Report

Chapter 21: The Custom Summary Formula in Report

Lecture 1: The Custom Summary Formula in Report

Chapter 22: What is Chart in Report and different type of chart in Report?

Lecture 1: What is Chart in Report and different type of chart in Report?

Chapter 23: How to use Donut chart in report?

Lecture 1: How to use Donut chart in report?

Chapter 24: How to use Line chart in Report?

Lecture 1: How to use Line chart in Report?

Chapter 25: Use of Funnel and Stacked chart in salesforce report?

Lecture 1: Use of Funnel and Stacked chart in salesforce report?

Chapter 26: Adding Report chart in object page layout

Lecture 1: Adding Report chart in object page layout

Chapter 27: Report and Dashboard Folder in salesforce

Lecture 1: Report and Dashboard Folder in salesforce

Chapter 28: Report and Dashboard Permissions

Lecture 1: Report and Dashboard Permissions

Chapter 29: Setting Report and Folder as Favorite item

Lecture 1: Setting Report and Folder as Favorite item

Chapter 30: Subscribe Report to send in email based on schedule

Lecture 1: Subscribe Report to send in email based on schedule

Chapter 31: What is Dashboard in Salesforce?

Lecture 1: What is Dashboard in Salesforce?

Chapter 32: Create a Dashboard and overview of Dashboard builder

Lecture 1: Create a Dashboard and overview of Dashboard builder

Chapter 33: create Dashboard from scratch with report as source

Lecture 1: create Dashboard from scratch with report as source

Chapter 34: Edit dashboard to add different component

Lecture 1: Edit dashboard to add different component

Chapter 35: Different types of dashboard component

Lecture 1: Different types of dashboard component

Lecture 2: More examples of dashboard components

Chapter 36: Refresh dashboard ,schedule refresh and subscribe dashboard

Lecture 1: Refresh dashboard ,schedule refresh and subscribe dashboard

Chapter 37: What is Dynamic dashboard and how to create it?

Lecture 1: What is Dynamic dashboard and how to create it?

Chapter 38: Saleforce Release Highlights for Report & Dashboard

Lecture 1: Spring 20 release Highlights

Instructors

Debasis Jena
Salesforce Application Architect and e-learning Author

Rating Distribution

1 stars: 5 votes
2 stars: 6 votes
3 stars: 8 votes
4 stars: 21 votes
5 stars: 81 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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