Salesforce Course: Reporting and Dashboard
Step by step guide to mastery in Salesforce Report & Dashboard in both classic and lightning
Updated on Jun, 2025
Language - English
IT and Software ,Other IT and Software,Salesforce
Lectures -44
Duration -7 hours
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Course Description
This is one unique course that covers both classic and lightning reports & Dashboard.
This course was designed from scratch taking care each and every concept to make you master in report & dashboard. Everything discussed with live implementation of multiple scenarios covering from basic to advanced level.
This course includes important topics such as the use of reports and dashboards, AppExchange, Security and Access Applications, and many more.
Most importantly, I will work with you throughout this course journey to support you till you become a master in salesforce reports and dashboards.
Goals
- Salesforce Lightning Report Builder
- Create a tabular/summary/matrix/joined report.
- Create complex reports by using groupings and formulas
- Salesforce report types
- Building reports from Basic to Advance
- Report Charts
- Using Of Report Chart in page layout
- Salesforce Dashboards
- Drilling down the data in reports
- Use the value of using filters, cross filters, and filter logic.
Prerequisites
- Basic Knowledge of Salesforce Administration
- Salesforce Data/Object model
Curriculum
Check out the detailed breakdown of what’s inside the course
What is Salesforce and Why is it a CRM application?
1 Lectures
-
What is Salesforce and Why is it a CRM application?
16:32
16:32
Setting up Lifetime free salesforce Developer Account
1 Lectures
Navigate to Report and Dashboard Tab
1 Lectures
Different types of Report Format use in salesforce
1 Lectures
What is Tabular Format and when to use it?
3 Lectures
What is Summary Report and why to use in salesforce?
2 Lectures
What is Matrix Report and when to use it?
3 Lectures
What is Joined report and why to use it?
2 Lectures
What is Field Filter and how to use Filter logic?
2 Lectures
What is cross filter and when to use it?
1 Lectures
Adding Filter criteria on cross filter
1 Lectures
Use Filter by Role Hierarchy
1 Lectures
What is Report Type in Salesforce?
1 Lectures
Different type of Report type in salesforce
1 Lectures
Custom Report Type Example
1 Lectures
Create Custom Report Type and create Report with it
1 Lectures
Limitation of custom Report Type
1 Lectures
What is Report Type Category and how to handle unused/obsolete Report types?
1 Lectures
Categorize values for a field using Bucket field in Report
1 Lectures
The Custom Summary Formula in Report
1 Lectures
What is Chart in Report and different type of chart in Report?
1 Lectures
How to use Donut chart in report?
1 Lectures
How to use Line chart in Report?
1 Lectures
Use of Funnel and Stacked chart in salesforce report?
1 Lectures
Adding Report chart in object page layout
1 Lectures
Report and Dashboard Folder in salesforce
1 Lectures
Report and Dashboard Permissions
1 Lectures
Setting Report and Folder as Favorite item
1 Lectures
Subscribe Report to send in email based on schedule
1 Lectures
What is Dashboard in Salesforce?
1 Lectures
Create a Dashboard and overview of Dashboard builder
1 Lectures
Create Dashboard from scratch with report as source
1 Lectures
Edit dashboard to add different component
1 Lectures
Different types of dashboard component
1 Lectures
Refresh dashboard ,schedule refresh and subscribe dashboard
1 Lectures
What is Dynamic dashboard and how to create it?
1 Lectures
Instructor Details
Debasis Jena
Professionally salesforce Architect and part time trainer with 10+ years of experience. Implemented various complex project with reputed MNC and trained more than 15000+ students who are well settled in various organization. Area of training are Salesforce Admin, Salesforce Development, Salesforce Integration, Salesforce Lightning, Salesforce sales and service cloud, Salesforce lightning web component, Einstein Analytics and many more.
Delivers each session in different ways with all real time examples and scenarios.
Also you can connect with our student group - 'Debasis Jena Salesforce Student group'
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