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.
