Master Salesforce Classic Reports, Dashboards and Listviews

Name: Master Salesforce Classic Reports, Dashboards and Listviews
Rating: 4.2 (101 reviews)

Use Real-Life Scenarios to Build Salesforce Reports, Dashboards and Listviews! Salesforce login included!

Created byWarren Chalklen, PhD

Last updated 11/2017

English

English [Auto],

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

Course content

5 sections • 26 lectures • 3h 40m total length

Introduction2:18
Welcome to the course!
Get your free Salesforce license here.5:17
Learn how to obtain a free Salesforce license, including developer and nonprofit editions, by signing up, exploring Lightning and classic setups, and applying for 10 free licenses.
Salesforce Classic: An Overview4:13
Here we go through the basic features of Salesforce Classic: Including how to add objects to the toolbar.

Salesforce Reports: An Overview10:07
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.
About the review1:34
Encourage learners to share feedback and five-star reviews to reflect course quality and learning impact. The instructor commits to responsive support and continuous improvements to deliver the best learning experience.
Demo: How to Run a Tabular Report12:15
In this lecture we build the report, export into a excel and reply our manager with the information requested.
Bonus Content: Reports, Dashboards and Analytics10:17
Demo: How to Run a Summary Report15:40
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.
How to run a Matrix Report12:17
Demo: How to use Filter Logic6:14
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 a Cross-Filter9:44
Cross filters draw reports from two objects at once. Very nifty to solve Hermione's request from Albus!
Joined reports: Willie Nelson Wants a Joined Report!2:20
In this session we learn about what a joined report is
Building a Joined Report8:48
In this session we build a joined report for Willie's needs
Quiz: Reports, Dashboards and Analytics12:05

Dashboard Overview: The reports and the interface9:00
In this lecture we discuss the link between dashboards and reports and overview the dashboard interface.
Scenario: Pele needs you to build a Dashboard for him2:25
Your boss Pele needs you to build him a dashboard using a combination of reports you have already created. Best get on it!
How to build a dashboard from scratch9:27
In this lecture we build a dashboard from scratch.
Bonus Content: Learn more about Appexchange2:46
Bonus Content: Content and Folder Management4:47
Learn how to manage Salesforce content with libraries and folders, organizing PowerPoint presentations, audio, video, web pages, and Google Docs, and apply role-based permissions for public, hidden, or shared access.

Scenario: Barry needs us to edit some blank fields using Listviews2:38
Editing using the magic of Listviews10:57
In this lecture we mass edit accounts using the listview function.
Bonus Content: What is the difference between Standard and Custom Objects?15:30
Explore standard and custom objects, and master-detail versus lookup relationships, including how sharing, deletion, required fields, and field history shape data access.
Quiz: Standard and Custom Objects13:05
Learn how standard and custom Salesforce objects differ, their relationships and hierarchies, and how to apply page layouts, validation rules, and field level security to connect opportunities via campaign influence.

Learn more about the Salesforce Admin Certification2:46
Master the Salesforce admin certification by exploring the exam guide, audience, training, and outline, with PowerPoints, practice questions with answers, screenshots, and access to a free Salesforce user license.
Learn more about how to land that DREAM Salesforce job4:50
Discover how to land your dream Salesforce job by leveraging demand for Salesforce skills, salary insights, and practical interview prep, including job postings and role expectations.
Facebook Live With Dennis Smith-Why should You Learn Salesforce to Earn More?29:22
Learn to build and use Salesforce classic reports, dashboards, and list views to analyze customer data, drive strategic decisions, and pursue in-demand administrator or developer roles with strong earning potential.

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:

Respond to real-life requests by building Tabular, Summary, Matrix and Joined Reports!
Master Listviews to edit many records at once!
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

Master Salesforce Classic Reports, Dashboards and Listviews

What you'll learn

Explore related topics

Course content

Welcome to the Course!3 lectures • 12min

Reports11 lectures • 1hr 41min

Building Dashboards5 lectures • 28min

Listviews4 lectures • 42min

Bonus Section3 lectures • 37min

Requirements

Description

Who this course is for: