Salesforce Lightning Report and Dashboard
What you will learn
Fundamentals of Salesforce Reports and Dashboards
Salesforce Lightning Experience
Navigating to reports and dashboards
Reports / Dashboards tab and menu
Types of report format
The Tabular report format
The Summary report format
The Matrix report format
The Joined report format
Working with report filters
Field filter
The Filter Logic
The Cross Filter
The Row Limit filter
Filtering by Role Hierarchy
Filtering by Relative Date
Filtering by clicking on a chart
The Lock Filter
Understanding Report Types
Report type categories
Standard Report Type
Custom Report type
Adding Charts in Reports and Pages
Types of charts in reports
The Horizontal Bar chart
The Vertical Bar chart
The Stacked Horizontal Bar chart
The Stacked Vertical Bar chart
The Line chart
The Donut chart
The Funnel chart
The Scatter chart
Embedding a report chart in an object page
Opening a report
The Reports tab
The Reports menu
The Folders menu
adding an item to favorites
Subscribe to Reports: Add Recipients
Subscribe to Reports: Set Running User
Building Dashboards in Lightning Experience
Dynamic dashboards
The Dashboards tab
Navigating to a dashboard
Dragging and dropping in the Dashboard Builder
Refreshing dashboards
Scheduling a dashboard refresh
Creating your dashboard
The dashboard components
dashboard filters
Dashboards and reports drill down
Report dashboard from app exchange
Advanced Tips and Tricks for Reports and Dashboards
Dashboards and Reports in the Salesforce1 Mobile App
The report and dashboard folder
Export reports
Creating and customizing dashboards permission
Run reports permission
Manage dynamic dashboards permission
View My Team's Dashboards permission
Schedule dashboards
Securing private reports and dashboards
Using Unfiled Public Reports
Using public reports and dashboards
Report folder permissions
Dashboard folder permissions
Course Gallery
Loading charts...
Comidoc Review
Our Verdict
As a 8-hour long course, this Salesforce Lightning Reports and Dashboards training offers fundamental knowledge while catering to varying skill levels. With an impressive global rating of 4.61 and nearly 600 subscribers, it's undoubtedly valuable for those keen on excelling in report building and dashboard creation. The primary strengths of this Udemy course lie in its detailed live examples across both Classic and Lightning interfaces—delivering an engaging experience that helps learners become experts in the field. A few minor weaknesses include enunciation challenges, missing topics like reporting snapshots, lack of interactivity for some users, and occasional repetition in certain sections. However, don't let these minor drawbacks deter you! The course is incredibly helpful for beginners, offering them a vast array of tips, tricks, and easily understandable explanations. Salesforce enthusiasts looking to expand their understanding and skills with actionable knowledge should consider enrolling in this popular Udemy course.
What We Liked
- Covers both Salesforce Classic and Lightning interfaces for comprehensive learning
- Provides in-depth explanations and many live examples that enhance understanding
- The course progressively increases in complexity, allowing learners to grow their knowledge effectively
- Learners appreciate the clear, easily understandable explanations and helpful examples
Potential Drawbacks
- Presentation style could be difficult for some to follow due to thick accent or unclear English
- Some users hope for more advanced topics like reporting snapshots in future updates
- A portion of learners would benefit from an interactive format for engaging content consumption
- The occasional repetition may hinder rapid learning progress for more experienced professionals