Learn Salesforce Reports, Dashboards and List Views
4.8 (31 ratings)
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Learn Salesforce Reports, Dashboards and List Views

Learn Salesforce Reports, Dashboards and List Views in 1 day!
4.8 (31 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
137 students enrolled
Last updated 8/2016
English
Price: $20
30-Day Money-Back Guarantee
Includes:
  • 2 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Learn Salesforce Reports, Dashboards and List Views in a short time frame
  • Learn SMART. You will automatically be digesting information easier
View Curriculum
Requirements
  • Computer/Laptop and internet access
  • Hunger to learn
Description

The purpose of this course is to enable students of all levels to Learn Salesforce Reports, Dashboards and List Views within a very short time.


Reports are one of the most crucial of objects and functions in Salesforce.  Administrators and end-users both utilise this function on a daily basis.This course will allow you to delve into the core concepts that you need to know ins and outs of Reports.  You will learn the practical steps to creating, modifying and utilising Reports.


Dashboards are one of the most crucial of objects and functions in Salesforce.  Administrators and end-users both utilise this function on a daily basis.This course will allow you to delve into the core concepts that you need to know ins and outs of Dashboards.  You will learn the practical steps to creating, modifying and utilising Dashboards.


This course will allow you to delve into the core concepts that you need to know ins and outs of List Views.  You will learn the practical steps to creating, modifying and utilising List Views.


After taking this course, you will know how to create, modify, delete and manage all 3, learning the pros and cons of each in a very short time frame.


There's a quiz at the end to test your knowledge.You can download my course and watch it at your own leisure.  


Have the peace of mind of being taught by a Certified Salesforce Instructor.

Who is the target audience?
  • People of ALL levels can take this
  • Anyone looking to learn how to conquer Salesforce FAST
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Curriculum For This Course
36 Lectures
02:08:34
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Introduction to Reports
3 Lectures 02:24

Short introduction about me.

Preview 01:24

Short note from the instructor.

Instructor's Note
00:28

Students will learn the following:

-What are Reports and Why use them?

-Where are Reports?

-Create/Customise/Delete Reports

-Tabular, Summary, Joined and Matrix Reports

-Formula Fields in Reports

-Bucket Fields in Reports

-Report Types

-Visibility of Reports

-Schedule Reports

-Export Reports

Preview 00:32
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Understanding Reports
2 Lectures 03:50

Students will learn the general gist about Reports as well as the advantages about them.

What are Reports and Why use them?
02:07

Shows students where they can find Reports within the Salesforce platform.

Where are Reports?
01:43
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Creating and Modifying Reports
6 Lectures 35:54

Students will learn how to create all the different formats of Reports.

Creating Reports
07:52

Students will learn quickly how to modify and delete Reports.

Modifying and Deleting Reports
04:42

Students will learn how to specifically create a Tabular Report.

How to create a Tabular Report?
02:35

Students will learn how to specifically create a Summary Report.

How to create a Summary Report?
08:43

Students will learn how to specifically create a Matrix Report.

How to create a Matrix Report?
06:38

Students will learn how to specifically create a Joined Report.

How to create a Joined Report?
05:24
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Report Features
6 Lectures 23:34

Students will learn how to create Formula fields in reports.

Formula Fields in Reports
07:26

Students will learn the benefits of and how to create Bucket Fields

Bucket Fields in Reports
04:18

Students will learn about how to create different report types.  Salesforce has standard report types built-in, this lecture will show students how to create custom report types.

Report Types
06:29

Students will learn about how the Sharing Model affects Reports.

Visibility of Reports
02:31

Students will learn how to automatically email out reports.

Scheduling Report
02:24

Students will learn how to export Reports to Excel.

Exporting Reports
00:26

You will be tested on all you've learnt on Reports!

Quiz on Reports
10 questions
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Introduction to Dashboards
1 Lecture 00:21

Summary of the topics we will be covering and students will learn by the end of this course.

Preview 00:21
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Understanding Dashboards
2 Lectures 02:04

Students will understand the basic principles about Dashboards and why they are used.

What are Dashboards and Why use them?
01:13

Navigation though the Salesforce platform showing students where they can find Dashboards.

Where can you find Dashboards?
00:51
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Creating, Modifying and Deleting Dashboards
3 Lectures 13:54

Student learn how to create and edit Dashboards.

Creating and Edit Dashboards
03:33

Graphs within a Dashboard are known as components.  This lecture shows students how to edit these components to display data in different ways.

Customising Dashboard Components
09:51

Student will learn the key features of Dashboards that differentiate it from other Objects.

Deleting Dashboards
00:30
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Dashboard Features
4 Lectures 13:36

Students will learn how to create Dynamic Dashboards and the advantages of them.

Dynamic Dashboards
02:21

Students will learn how to implement Dashboard Filters and the advantages of them.

Dashboard Filters
02:01

Students are informed of how to schedule Dashboards.

Scheduling Dashboards
00:59

This Bonus content shows students what they can do with Joined Reports and Dashboards.

BONUS Video + Tip: Joined Reports and Dashboards
08:15

You will be tested on everything you've learnt about Dashboards!

Quiz on Dashboards!
9 questions
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Introduction to List Views
1 Lecture 00:27

Summary of what the student will be learning in this course.

Preview 00:27
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Understanding List Views
4 Lectures 04:55

A general introduction to the understanding of what List Views are.

What are List Views?
01:55

Enables students to quickly identify where to find List Views on a page and on which objects.

Where are List Views?
00:58

Students will be able to distinguish between List Views and Reports including the pros and cons of List Views.

How are List Views and Reports different?
00:57

This lecture highlights the key benefits of using List Views.

Why use List Views?
01:05
1 More Section
About the Instructor
Salesforce Instructor Mos Chowdhury
4.8 Average rating
37 Reviews
148 Students
2 Courses
4 Salesforce Certifications - Salesforce Teacher

Hi there!  My name is Mos Chowdhury and I'm a Certified Salesforce Instructor specialising in affordable courses you can digest.


My expertise is in the Salesforce CRM platform with over 6 years experience in the field working in the private, corporate and non-profit sectors.  I specialise in building, customising, implementing, SIT/UAT and administering multiple Salesforce platforms globally.  I also provide consulting privately, my clients include individuals, small and medium sized companies with over 1000 employees.


I have the following certifications and achieved them all in ONE MONTH.  Only because I learned the smart way.  Learning what I needed to know in order to pass my certification exams:


- Salesforce Certified Administrator

- Salesforce Certified Advanced Administrator

- Salesforce Certified Sales Cloud Consultant

- Salesforce Certified Service Cloud Consultant


Verify My Certifications

Feel free to check my credentials.  My certifications can be verified directly from Salesforce's Certification Verification page.  Just do a Google search for it.  Once on the page, type my full name in.  You will see all of my certifications with the dates I passed them within a MONTH.


You will be learning Salesforce from a verified Certified Instructor


Why take this course?

- Digest what you need to learn fast

- Prepare and execute tasks/projects ahead of schedule

- Prepare and pass tests, exams, certifications faster

- Balance studies, work and family life time whilst learning simultaneously


My courses are separated by topic, allowing students to enroll in courses that feel they need to study or improve.  This essentially allows the student to target their learning and save money at the same time.  I'm currently in the process of making the rest of the courses, topic by topic.


Want to learn Salesforce fast?  Then enroll in any one of my course(s) you feel you need to learn or improve on - learning what you need to know in order to master the topic and eventually pass your certification.

See you there!

Mos