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October 7, 2024
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This course is part of Salesforce Admin Certification Specialization
Instructor: LearnKartS
Included with
Recommended experience
Intermediate level
A basic knowledge of salesforce.
Recommended experience
Intermediate level
A basic knowledge of salesforce.
How to create and customize various types of reports, including those for leads, contacts, and accounts.
Learn techniques for developing dynamic dashboards with advanced data visualization methods.
Learn skills in utilizing advanced reporting features such as chart creation, data summarization, and report exporting.
Learn methods for customizing reports and use of the Lightning Report Builder for improved reporting capabilities.
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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.
This module explores Salesforce reporting and dashboard creation. By the end of the module, learners will be able to create, customize, export reports, and build dashboards.
19 videos2 readings5 assignments1 discussion prompt
LearnKartS is a Certification Prep company specializing in Cloud Computing Certifications in AWS, Azure, GCP, Project Management certificates - PMI specific - PMP, PgMP and RMP, and Salesforce certifications. Our state-of-the-art exam simulator engine helps you to identify weak areas along with loads of other analysis to crack the certification in the very first attempt.
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The main benefits include learning how to create detailed reports and interactive dashboards, gaining insights from data, making data-driven decisions, and improving overall business performance.
Yes, this course requires a basic knowledge of salesforce which has been covered in the first course "Salesforce Introduction" belonging to the "Salesforce Admin Certification" specialization.
Yes, a course completion certificate is allocated upon completing all graded assignments and quizzes present in the Reports and Dashboards course.
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
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