Managing Reports and Dashboards in Salesforce Lightning

Focused View

Zach Bohn

38:41

12 View

01 - Course Overview

01 - Course Overview.mp4

01:50

02 - Utilizing Reports to Analyze and Present Data

02 - Module Overview.mp4

01:04

03 - Reports Object Overview.mp4

04:50

04 - Managing Recurring Reports.mp4

02:17

05 - Creating Custom Reports.mp4

05:49

06 - Summary.mp4

00:27

03 - Utilizing Dashboards to Analyze and Present Data#

07 - Module Overview.mp4

00:59

08 - Dashboards Object Overview.mp4

05:09

09 - Components and Subscriptions.mp4

03:29

10 - Creating Custom Dashboards.mp4

06:55

11 - Summary.mp4

00:37

04 - Sharing Settings for Reports and Dashboards

12 - Module Overview.mp4

00:42

13 - Enhanced Folder Sharing.mp4

04:03

14 - Module Summary.mp4

00:30

Description

This course will teach you how to effectively utilize reports and dashboards in Salesforce Lightning to analyze data and facilitate reporting functions for your organization.

What You'll Learn?

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.

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Salesforce Lightning

Zach Bohn

Instructor's Courses

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. Zach is currently pursuing his MBA with focus in Data Science, and he is also the founder of Bohn Management, LLC., which provides consulting & training services to organizations in various industries. He believes that no organization can reach its full potential without an effective and responsible approach to data management.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.