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Salesforce: Introduction to Reports and Dashboards

This course will teach you the absolute essentials behind Salesforce reporting and where you’ll reach its limitations.

Beginner
43m

Created by Scott Lee

Last Updated Mar 31, 2026

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  • Course

Salesforce: Introduction to Reports and Dashboards

This course will teach you the absolute essentials behind Salesforce reporting and where you’ll reach its limitations.

Beginner
43m

Created by Scott Lee

Last Updated Mar 31, 2026

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What you'll learn

Do you need to understand the basics of Salesforce reporting in your job? In this course, Salesforce: Introduction to Reports and Dashboards, you’ll learn to configure your own reports and dashboards. First, you’ll explore how lists within the Salesforce user interface can aid your daily workflow. Next, you’ll discover the built-in report builder that can be configured to filter data and display charts. Finally, you’ll learn how to quickly snap together Salesforce native dashboards for high-level monitoring. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce reporting needed to build your own reports and dashboards with confidence.

Salesforce: Introduction to Reports and Dashboards
Beginner
43m
Table of contents

About the author
Scott Lee - Pluralsight course - Salesforce: Introduction to Reports and Dashboards
Scott Lee
22 courses 4.4 author rating 263 ratings

Scott is the director of Elega Corporation, which produces business applications and develops games. His development career was launched in the litigation support industry and has expanded to solar energy using Salesforce and its Apex programming language, Python, C#, and numerous kinds of integrated databases.

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