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Salesforce Reports and Dashboards · LearnSpace
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courseraПрограммирование

Salesforce Reports and Dashboards

Курс от LearnKartS
Средний≈ 3.4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Welcome to the Reports and Dashboards course! This course is designed to enhance your capabilities in creating, managing, and optimizing reports and dashboards within Salesforce. The course is aligned with the Salesforce Administrator exam (CRT 101), focusing on the critical skills needed to master reporting and dashboard functionalities in Salesforce. This course requires basic knowledge of salesforce. By the end of the course, you'll be able to: - Create and customize different types of reports, including leads, contacts, and account reports. - Develop dynamic dashboards with insightful data visualization techniques. - Utilize advanced reporting features such as creating charts, summarizing data, and exporting reports. - Customize report types to meet specific business requirements and leverage the Lightning Report Builder for enhanced reporting capabilities. - Manage and modify dashboards effectively, including adding report components and optimizing dashboard layouts. - Apply theoretical knowledge through practical demonstrations to gain hands-on experience and prepare for real-world scenarios. This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

Навыки, которые вы освоите

Report WritingDashboardSalesforceBusiness ReportingData Import/ExportData Visualization

Программа курса

1 модулей · 28 учебных материалов

01 Reporting and Dashboarding28 материалов

Welcome Lesson

Introduction and SyllabusЧтение

Reports

ReportsВидеоTypes of ReportsВидеоCreating a Leads ReportВидео

Учитесь у экспертов

LearnKartS

Преподаватель курса

Salesforce Reports and Dashboards
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 3.4 ч

1 модулей

Язык: Английский

Субтитры: Узбекский, Казахский

Часть программы вашего университета
DEMO: A Lead Source ReportВидео
Creating Contacts and Account ReportsВидео
Adding Leads to Campaign from a ReportВидео
Salesforce Reporting TypesЗадание
Creating ChartsВидео
Summarizing Report DataВидео
Create Report FormulaВидео
Exporting ReportsВидео
DEMO: Creating New Account ReportВидео
Data Reporting in BusinessЗадание

Dashboards

DashboardsВидеоCreate DashboardsВидеоModifying Columns on DashboardsВидеоAdding a Report as a Dashboard ComponentВидеоData PresentationЗаданиеReport TypesВидеоCreate Custom Report TypesВидеоLightning Report BuilderВидеоDEMO: Creating DashboardsВидеоCustom Report TypesЗаданиеCourse SynopsisЧтениеCustom Reports and Dashboard Components in SalesforceDIALOGUEDashboardsЗаданиеBuilding Insightful Reports and Dashboards in SalesforceDIALOGUE