Salesforce Admin Training Week 8 – Reporting and Dashboards

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Salesforce Admin Training Week 8 (Version 1) – Salesforce Reporting and Dashboards

Following on from https://two21.co/training/salesforce-admin-training-week-7.

 

EXAM TOPICS TO COVER

 Data and Analytics Management: 14%
  • Describe the options available when creating or customizing a report or report type.
  • Describe the impact of the sharing model on reports. * (covered last week)
  • Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, Subscribing, running user).

 

Meeting topics

Salesforce Reporting – where to use / limitations (not a BI tool)
Report Types *
Tabular Reports
Summary Reports
Matrix Reports
Joined Reports
Summary Formulas
Dashboards
Dashboard components / Chart types
Subscribing / running user

 

TOPICS & LINKS

Use Custom Report Types to Builder Powerful Salesforce Reports – Youtube (6.5 minutes)

Trailhead Project – Create Reports and Dashboards for Sales and Marketing Managers

Trailhead Superbadge – Lightning Experience Reports & Dashboards Specialist

Dashboard Dojo Home page – David Carnes

Tableau CRM (formerly Einstein Analytics) empowers your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow.

 

MEETING RECORDING