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Salesforce Course: Reporting and Dashboard

person icon Debasis Jena

4.2

Salesforce Course: Reporting and Dashboard

Step by step guide to mastery in Salesforce Report & Dashboard in both classic and lightning

updated on icon Updated on Jun, 2025

language icon Language - English

person icon Debasis Jena

English [CC]

category icon IT and Software ,Other IT and Software,Salesforce

Lectures -44

Duration -7 hours

Lifetime Access

4.2

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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
Salesforce Course: Reporting and Dashboard

Curriculum

Check out the detailed breakdown of what’s inside the course

What is Salesforce and Why is it a CRM application?

1 Lectures
  • play icon What is Salesforce and Why is it a CRM application? 16:32 16:32

Setting up Lifetime free salesforce Developer Account

1 Lectures
Tutorialspoint

Navigate to Report and Dashboard Tab

1 Lectures
Tutorialspoint

Different types of Report Format use in salesforce

1 Lectures
Tutorialspoint

What is Tabular Format and when to use it?

3 Lectures
Tutorialspoint

What is Summary Report and why to use in salesforce?

2 Lectures
Tutorialspoint

What is Matrix Report and when to use it?

3 Lectures
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What is Joined report and why to use it?

2 Lectures
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What is Field Filter and how to use Filter logic?

2 Lectures
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What is cross filter and when to use it?

1 Lectures
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Adding Filter criteria on cross filter

1 Lectures
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Use Filter by Role Hierarchy

1 Lectures
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What is Report Type in Salesforce?

1 Lectures
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Different type of Report type in salesforce

1 Lectures
Tutorialspoint

Custom Report Type Example

1 Lectures
Tutorialspoint

Create Custom Report Type and create Report with it

1 Lectures
Tutorialspoint

Limitation of custom Report Type

1 Lectures
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What is Report Type Category and how to handle unused/obsolete Report types?

1 Lectures
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Categorize values for a field using Bucket field in Report

1 Lectures
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The Custom Summary Formula in Report

1 Lectures
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What is Chart in Report and different type of chart in Report?

1 Lectures
Tutorialspoint

How to use Donut chart in report?

1 Lectures
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How to use Line chart in Report?

1 Lectures
Tutorialspoint

Use of Funnel and Stacked chart in salesforce report?

1 Lectures
Tutorialspoint

Adding Report chart in object page layout

1 Lectures
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Report and Dashboard Folder in salesforce

1 Lectures
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Report and Dashboard Permissions

1 Lectures
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Setting Report and Folder as Favorite item

1 Lectures
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Subscribe Report to send in email based on schedule

1 Lectures
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What is Dashboard in Salesforce?

1 Lectures
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Create a Dashboard and overview of Dashboard builder

1 Lectures
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Create Dashboard from scratch with report as source

1 Lectures
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Edit dashboard to add different component

1 Lectures
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Different types of dashboard component

1 Lectures
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Refresh dashboard ,schedule refresh and subscribe dashboard

1 Lectures
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What is Dynamic dashboard and how to create it?

1 Lectures
Tutorialspoint

Instructor Details

Debasis Jena

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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