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.
Short note from the instructor.
Students will learn the following:
-What are Reports and Why use them?
-Where are Reports?
-Tabular, Summary, Joined and Matrix Reports
-Formula Fields in Reports
-Bucket Fields in Reports
-Visibility of Reports
Students will learn the general gist about Reports as well as the advantages about them.
Shows students where they can find Reports within the Salesforce platform.
Students will learn how to create all the different formats of Reports.
Students will learn quickly how to modify and delete Reports.
Students will learn how to specifically create a Tabular Report.
Students will learn how to specifically create a Summary Report.
Students will learn how to specifically create a Matrix Report.
Students will learn how to specifically create a Joined Report.
Students will learn how to create Formula fields in reports.
Students will learn the benefits of and how to create Bucket Fields
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.
Students will learn about how the Sharing Model affects Reports.
Students will learn how to automatically email out reports.
Students will learn how to export Reports to Excel.
You will be tested on all you've learnt on Reports!
Students will understand the basic principles about Dashboards and why they are used.
Navigation though the Salesforce platform showing students where they can find Dashboards.
Student learn how to create and edit Dashboards.
Graphs within a Dashboard are known as components. This lecture shows students how to edit these components to display data in different ways.
Student will learn the key features of Dashboards that differentiate it from other Objects.
Students will learn how to create Dynamic Dashboards and the advantages of them.
Students will learn how to implement Dashboard Filters and the advantages of them.
Students are informed of how to schedule Dashboards.
This Bonus content shows students what they can do with Joined Reports and Dashboards.
You will be tested on everything you've learnt about Dashboards!
A general introduction to the understanding of what List Views are.
Enables students to quickly identify where to find List Views on a page and on which objects.
Students will be able to distinguish between List Views and Reports including the pros and cons of List Views.
This lecture highlights the key benefits of using List Views.
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!