Salesforce Reports & Dashboards - Beginner Crash Course

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1 - Welcome Preparing Your Salesforce Environment

1 - Quick Course Overview.mp4

01:56

2 - Troubleshooting Verification for Microsoft Emails.mp4

00:51

2 - salesforce help verification link troubleshooting.zip

3 - Sign Up for A Developer Org Optional.mp4

01:02

3 - developer edition signup url.zip

4 - Import Account Records Optional.mp4

02:45

4 - SF-Accounts-For-Import.csv

5 - Instructions Downloads Links.html

5 - Instructions-Prep-Your-Salesforce-Environment.pdf

5 - SF-Accounts-For-Import.csv

5 - salesforce help verification troubleshooting for microsoft emails.zip

2 - Getting Started With Reports

1 - Test Your Understanding.html

6 - What Is a Salesforce Report.mp4

01:27

7 - The Difference Between Reports Listviews Dashboards.mp4

01:45

8 - Finding the Reports Tab.mp4

01:10

3 - Tour the Lightning Report Builder

2 - Test Your Knowledge on the Lightning Report Builder.html

9 - Choose a Report Type.mp4

01:36

10 - Report Builder Filter Pane.mp4

01:19

11 - Report Builder Outline Pane.mp4

01:58

12 - Report Builder Preview Pane.mp4

01:48

13 - Save Run the Report.mp4

01:59

14 - Recap.mp4

01:10

4 - Practice with Tabular Summary Reports

15 - The 4 Different Kinds of Reports.mp4

01:49

16 - Build a Tabular Report with row limit.mp4

05:23

17 - Build a Summary Report.mp4

05:44

18 - Add a Report Chart.mp4

02:45

19 - Assignment 1 Tabular Summary Report Practice.html

19 - Assignment-1-Tabular-Summary-Reports.pdf

5 - More Practice with Summary Reports

20 - Build a Summary Report with bucket.mp4

08:59

21 - Assignment 2 More Summary Report Practice.html

21 - Assignment-2-More-Summary-Reports.pdf

6 - Practice with Matrix Joined Reports

22 - Recap from Assignment 2.mp4

06:00

23 - Build a Matrix Report.mp4

05:34

24 - Build a Matrix Report with bucket.mp4

05:57

25 - Build a Joined Report.mp4

06:01

26 - Quick Considerations for Joined Reports.mp4

00:48

27 - Assignment 3 Matrix Joined Reports Practice.html

27 - Assignment-3-Matrix-Joined-Reports.pdf

7 - Helpful Report Features

28 - Recap from Assignment 3.mp4

06:31

29 - Bucket Columns.mp4

01:18

29 - salesforce help site bucket columns.zip

30 - Unique Count.mp4

02:53

30 - salesforce help count unique values in report results.zip

31 - Conditional Formatting.mp4

03:10

31 - salesforce help conditional formatting.zip

32 - Grouping Dates.mp4

03:23

32 - salesforce help relative date filter options.zip

32 - salesforce video how to group a report by dates.zip

33 - The Report Run Page.mp4

04:39

33 - salesforce help customize report views on the run page.zip

33 - salesforce help schedule subscribe to reports.zip

8 - Advanced Report Features

34 - Filter Logic.mp4

11:19

34 - salesforce help add filter logic.zip

35 - Cross Filters.mp4

04:42

35 - salesforce help cross filters.zip

36 - Summary RowLevel Formulas.mp4

10:14

36 - salesforce help case function.zip

36 - salesforce help report formulas.zip

9 - Get Started with Dashboards

37 - What is a Salesforce Dashboard.mp4

01:27

38 - Building a Dashboard.mp4

11:33

38 - salesforce help build a lightning dashboard.zip

39 - Building continuedline charts.mp4

02:42

40 - Dashboard Component Setup.mp4

03:27

40 - salesforce help dashboard components.zip

41 - Dashboard Properties.mp4

01:42

41 - salesforce help choose who people view a dashboard as iin lightning.zip

42 - Dashboard Filters.mp4

04:08

42 - salesforce help dashboard filter examples.zip

42 - salesforce help filter a dashboard.zip

43 - Interacting with Dashboards.mp4

03:01

43 - salesforce help work with dashboards.zip

10 - Course WrapUp

44 - Folder Sharing.mp4

02:21

44 - salesforce help share a report or dashboard folder.zip

45 - Practice with Trailhead.mp4

01:21

45 - trailhead filter report data project.zip

45 - trailhead home.zip

45 - trailhead joined reports quick look.zip

45 - trailhead quick start reports dashboards project.zip

45 - trailhead reports dashboards for lightning module.zip

46 - Stay UptoDate with the Quarterly Release.mp4

01:19

46 - example salesforce winter 23 quarterly release notes reports.zip

46 - trailhead about the quarterly release.zip

Description

Quickly get up to speed on how to build reports & dashboards on the Salesforce platform

What You'll Learn?

Confidently build Salesforce Lightning reports, ranging from simple to complex
Distinguish between the 4 different report formats (tabular, summary, matrix & joined)
Easily create stunning Salesforce Dashboards
Leverage a wide array of report & dashboard features, including bucket columns, dashboard filters, report formulas, and much more
Continue your reports practice & (for those that love it) stay up to date on new features

Who is this for?

Current Salesforce users, who want to level up their reporting skills to support their team

Newer Salesforce Admins - especially solo & "accidental" admins - who manage business analysis for their org

Career-Transitioners, who want to see first-hand how to build reports & dashboards in Salesforce

General technologists & ANYONE who would like to learn Salesforce reporting

More details

Description
What's Included in this This Course?
This course was made with beginners in mind! If you need to get up to speed quickly on the many features available with SalesforceÂ reports &Â dashboards, then this is the place for you.
Over the course of 2.5 hours, we'll cover the essentials you need - and then some - to become a Salesforce reporting (& dashboard-building) superstar.
In addition to learning how to build reports &Â dashboards, you'll also find in this course:
Step-by-step instructions for setting up your ownÂ Salesforce environment
An extra 200 Account data records ready for import - to help make the most of your studies (instructions included)
Carefully edited lectures: including a combination of slides, screen recordings, and visual prompts/cues
Quizzes to test your understanding & PDF written instructions for all the different reports we cover (plus extra practice)
*Please note that this courseÂ covers Salesforce Lightning Reports & Dashboards. It does NOT cover reports & dashboards in the older, Salesforce Classic interface

Why learn Salesforce Reports?
Salesforce is one of the largest technology companies in the world. Their CRMÂ (customer relationship management)Â softwareÂ enables their customers - thousands of companies & nonprofits - to do their business better:Â through stronger connections with partners, customers, prospects, and more.
Put another way, LOTSÂ of companies use Salesforce. And Salesforce reporting is a cornerstone of that CRMÂ strategy. Those who know how to build reports &Â dashboards are true power users, who add real value to their teams. And fortunately, Salesforce Reporting is a skill that anyone on the platform can master - with a bit of guided practice.

About Your Instructor**
AÂ lady who'sÂ built hundreds of reports, and has supported impact organizations using Salesforce for the past 6 years.
Who this course is for:
Current Salesforce users, who want to level up their reporting skills to support their team
Newer Salesforce Admins - especially solo & "accidental" admins - who manage business analysis for their org
Career-Transitioners, who want to see first-hand how to build reports &Â dashboards in Salesforce
General technologists &Â ANYONEÂ who would like to learn Salesforce reporting

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3x certified Salesforce professional with a knack for data, systems and spreadsheets. I've worked in the ecosystem for over 6 years, and am excited to help other professionals find their groove in Salesforce & tech. When I'm not teaching on Udemy, you can find me making instructional videos on Youtube or sharing tech tips on my blog, Employed for Good

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