Managing Reports and Dashboards in Salesforce Lightning
By Zach Bohn
Course info
Course info
Description
Knowing how to properly utilize reports and dashboards can truly make you an asset to any organization. In this course, Managing Reports and Dashboards in Salesforce Lightning, you’ll learn to effectively utilize reports and dashboards in Salesforce Lightning in order to analyze data and facilitate reporting functions for your organization. First, you’ll explore the process of creating and customizing reports in Lightning. Next, you’ll discover how to develop dashboards and learn how to display them in a manner that’s tailored to your organization’s most valuable users. Finally, you’ll learn how to configure sharing settings to ensure that users are only seeing data that is accurate and relevant to their roles and departments. When you're finished with this course, you’ll have the skills and knowledge of utilizing Lightning reports and dashboards that are needed to effectively present and report data for your organization’s Salesforce users.
About the author
Zach is a Salesforce Business Analyst from Chicago, IL with an educational background in Data Science and Business Management. A passion for business intelligence and data management has contributed to his success in the fields of Salesforce Administration, Data Analytics and Quality Assurance. His career has spanned from an analytical role in Human Resources to his current role as a Business Analyst where he continues to expand his administrative knowledge in Salesforce, SAS Enterprise Miner, Azure DevOps, and other platforms.
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Section Introduction Transcripts
Course Overview
Hi everyone. My name is Zack Bohn, and welcome to my course, Managing Reports and Dashboards in Salesforce Lightning. I'm a Salesforce Business Analyst from Chicago, Illinois, with years of experience in Salesforce administration, data analytics, and data reporting. I'm excited to share this valuable content with you as you grow in your journey as a Salesforce professional. Knowing how to properly utilize reports and dashboards can truly make you an asset to any organization. For anyone who's interested in advancing their technical skills in Salesforce, this course offers in‑depth lessons and scenarios on the design, creation, and maintenance of reports and dashboards in Salesforce Lightning Experience. Throughout this course, we'll perform interactive scenarios that allow you to follow along with me and gain hands‑on experience with some of the most beneficial and commonly used applications of reports and dashboards. Some of the major topics that we'll cover include advanced features such as conditional formatting and creating charts, the configuration of dynamic dashboards, scheduling and maintaining recurring subscriptions for users, and reinforcing data security by focusing on folder sharing settings. By the end of this course, you'll know how to create and edit reports and dashboards, how to configure enhanced folder sharing for your organization, how to include dynamic dashboards on an application's home page, and much more. Before beginning my course, you should be familiar with navigating objects in Salesforce and with performing some basic administrative functions in the Salesforce setup portal. I hope that you'll join me on this journey to learn practical and valuable administrative tasks with my Managing Reports and Dashboards in Salesforce Lightning course, at Pluralsight.