Salesforce Accidental Admin: Reports & Dashboards in Classic and Lightning

Reports and Dashboards are the most important analytics tools in Salesforce.com. This course will teach you how to use all the report and dashboard features, including advanced features, in both the Classic and Lightning user interfaces.
Course info
Level
Beginner
Updated
Jul 31, 2018
Duration
2h 6m
Table of contents
Description
Course info
Level
Beginner
Updated
Jul 31, 2018
Duration
2h 6m
Description

No matter how accurate and complete your data in Salesforce.com may be, you can’t assess your business's performance if you don’t have solid reports and dashboards. In this course, Salesforce Accidental Admin: Reports & Dashboards in Classic and Lightning, you will learn how to leverage all the report and dashboard functions in both the Classic and Lightning user interfaces. First, you will learn about report builders and the differences between standard and custom report types. Next, you will explore how to create dashboards that put pictures to your business story. Finally, you will discover advanced reporting tools and organization tips. When you’re finished with this course, you will have the skills and knowledge to implement and administer a solid reporting and dashboard strategy.

About the author
About the author

Jeff is a Certified Salesforce.com System Administrator, Advanced System Administrator, Sales Cloud Consultant, Service Cloud Consultant and Platform App Builder. He has been a Registered Salesforce Consulting Partner since 2011.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi everyone. My name is Jeff Susich, and welcome to my course, Salesforce Accidental Admin: Reports and Dashboards in Classic and Lightning. I'm a salesforce. com registered partner, consultant, and a certified instructor. I've completed about 180 Salesforce implementations, and I've trained many Salesforce system admins, developers, and users. Along the way, I've learned that reports and dashboards are the most important thing in Salesforce because without them the data in Salesforce is likes grains of sand on the beach. Reports and dashboards are the sand sculptures that you need to show your business story. In this course, we're going to explore reports and dashboards in both Classic and Lightning. We'll cover many pro tips along the way that I've learned during my own Salesforce work. We're going to explore both standard and custom report types. We'll look at some advanced reporting tools and break them down into simple parts so you can use them. We'll also cover how to keep your reports, dashboards, and folders well organized and how to identify reports that are just cluttering up your org. By the end of this course, you'll be able to create reports and dashboards in both Classic and Lightning, use advanced tools like bucket fields, custom summary formulas, the power of one, and reporting snapshots. Before beginning the course, you should be familiar with Salesforce. com and have the necessary permissions to create reports and dashboards. I hope you'll join me on this journey to learn reports and dashboards with the Salesforce Accidental Admin: Reports and Dashboards in Classic and Lightning course at Pluralsight.