Salesforce Accidental Admin: Reports & Dashboards in Classic and Lightning
Reports and Dashboards are the most important analytics tools in Salesforce.com. This course will teach you how to use all the report and dashboard features, including advanced features, in both the Classic and Lightning user interfaces.
What you'll learn
No matter how accurate and complete your data in Salesforce.com may be, you can’t assess your business's performance if you don’t have solid reports and dashboards. In this course, Salesforce Accidental Admin: Reports & Dashboards in Classic and Lightning, you will learn how to leverage all the report and dashboard functions in both the Classic and Lightning user interfaces. First, you will learn about report builders and the differences between standard and custom report types. Next, you will explore how to create dashboards that put pictures to your business story. Finally, you will discover advanced reporting tools and organization tips. When you’re finished with this course, you will have the skills and knowledge to implement and administer a solid reporting and dashboard strategy.
Table of contents
About the author
Jeff is a Certified Salesforce.com System Administrator, Advanced System Administrator, Sales Cloud Consultant, Service Cloud Consultant, and Platform App Builder. He has been a Registered Salesforce Consulting Partner since 2011. He started using Salesforce as a user and self-taught system administrator. He took on a role as Senior VP of Sales and Marketing and found to his dismay that the company sales and support processes were being managed by paper files. Thus began his Salesforce.com bapti... more