Master Salesforce Classic Reports, Dashboards and Listviews
4.0 (77 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,393 students enrolled

Master Salesforce Classic Reports, Dashboards and Listviews

Use Real-Life Scenarios to Build Salesforce Reports, Dashboards and Listviews! Salesforce login included!
4.0 (77 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,393 students enrolled
Last updated 11/2017
English
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Current price: $34.99 Original price: $49.99 Discount: 30% off
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This course includes
  • 3.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Build Tabular, Summary, Matrix and Joined reports in Salesforce Classic
  • Utilize Listviews to edit multiple records simultaneously
  • Build and edit a Dashboard from scratch
Requirements
  • Student should be ready to learn how to build reports, dashboards and listviews using Salesforce Classic
  • No Salesforce account needed: Students will access a free Salesforce login within the course
Description

**LEARN HOW TO BUILD SALESFORCE REPORTS (Tabular, Summary, Matrix and Joined Reports), DASHBOARDS AND LISTVIEWS TO ANSWER REAL WORLD SITUATIONS: BECOME A PRO IN RAPID TIME!**

** ACCORDING TO BURNING GLASS TECHNOLOGIES, a labor technologies analysis firm: "Setting aside the near-universal Microsoft Office suite, Salesforce is now the 7th most in-demand software skill...putting Salesforce demand ahead of IT stalwarts such as Python, .Net, and C++, and in line with commonly used applications such as Adobe Photoshop"**

**INDEED Ranked Salesforce Admin in their top 10 best jobs of 2017 with salaries ranging between $70,000-$100,000 per annum** 

** INCLUDES SPECIAL FREE BONUS SALESFORCE LOGIN, SUPPLEMENTARY CONTENT AND MUCH MUCH MORE ** 

  • Learn what you need to know in rapid time
  • Utilize the practice resources to master reporting, dashboards and listviews
  • Have full access to the instructor to answer any of your questions: This helps ensure everything is even easier to understand & is even more fun and engaging! **

The contents of this course are all based on our work experience and Warren's qualification as a ADM201 Certified Data Associate. I use Sales force on a daily basis to drive organizational performance. And now, I want to share my knowledge and expertise with you. 

Are you ready for a practical course designed to equip you with the skills to:

  1. Respond to real-life requests by building Tabular, Summary, Matrix and Joined Reports!
  2. Master Listviews to edit many records at once!
  3. Build, customize and interpret a Dashboard 

This course includes important topics such as Chatter, AppExchange, and Security and Access Applications!

I will work with you throughout the course to support your journey to mastery!

Ready to  ace Salesforce Reports, Dashboards and Listviews? Click "Take this course now" to get started!

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Who this course is for:
  • Anyone who wants to learn how to build Salesforce reports, listviews and dashboards in Salesforce Classic
  • All levels welcome: I cover basic and advanced concepts equally
Course content
Expand all 26 lectures 03:40:42
+ Welcome to the Course!
3 lectures 11:48

Welcome to the course!

Preview 02:18
Get your free Salesforce license here.
05:17

Here we go through the basic features of Salesforce Classic: Including how to add objects to the toolbar.

Preview 04:13
+ Reports
11 lectures 01:41:21

Salesforce reports are the lifeblood of Salesforce. They provide a way to extract vital information from millions of data sources. By the end of this lecture you will be able to describe a report.

Salesforce Reports: An Overview
10:07
About the review
01:34
Bonus Content: Reports, Dashboards and Analytics
10:17

In this lecture we build the report, export into a excel and reply our manager with the information requested.

Demo: How to Run a Tabular Report
12:15

A summary report is a powerful way to group data in a report. In this lecture we learn to read a summary report and edit a chart.

Demo: How to Run a Summary Report
15:40
How to run a Matrix Report
12:17

Whoah! We just received a reply from Hermoine requesting we edit to include Filter Logic! Let's walk through how it's done.

Demo: How to use Filter Logic
06:14

Cross filters draw reports from two objects at once. Very nifty to solve Hermione's request from Albus!

Demo: How to use a Cross-Filter
09:44

In this session we learn about what a joined report is

Joined reports: Willie Nelson Wants a Joined Report!
02:20

In this session we build a joined report for Willie's needs

Building a Joined Report
08:48
Quiz: Reports, Dashboards and Analytics
12:05
+ Building Dashboards
5 lectures 28:25

In this lecture we discuss the link between dashboards and reports and overview the dashboard interface.

Dashboard Overview: The reports and the interface
09:00

Your boss Pele needs you to build him a dashboard using a combination of reports you have already created. Best get on it!

Preview 02:25

In this lecture we build a dashboard from scratch.

How to build a dashboard from scratch
09:27
Bonus Content: Content and Folder Management
04:47
+ Listviews
4 lectures 42:10

In this lecture we mass edit accounts using the listview function.

Editing using the magic of Listviews
10:57
Bonus Content: What is the difference between Standard and Custom Objects?
15:30
Quiz: Standard and Custom Objects
13:05
+ Bonus Section
3 lectures 36:58
Learn more about the Salesforce Admin Certification
02:46
Learn more about how to land that DREAM Salesforce job
04:50
Facebook Live With Dennis Smith-Why should You Learn Salesforce to Earn More?
29:22