Overview

Complete Salesforce reporting and dashboard concepts from basics to advanced.It helps you analyze data, create reports, and visualize insights for business decision-making.

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Valuehub

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Salesforce Reports & Dashboards

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Enrollments

Level

Beginner

Time to Complete:

1 hour 48 minutes

Lessons:

12

Certificate:

Yes

One-time for 1 person

Free

Overview

Complete Salesforce reporting and dashboard concepts from basics to advanced.It helps you analyze data, create reports, and visualize insights for business decision-making.

What You’ll Learn?

Understand Reports & Dashboards concepts in Salesforce.
Create Custom Report Types (CRT).
Build reports using Report Builder (Lightning & Classic).
Work with Tabular, Summary, and Matrix reports.
Use Bucket Fields for grouping data.
Identify duplicate records using reports.
Create and manage Dashboards with components.
Share reports securely using roles, users, and groups.
Export report data to Excel/CSV.

Requirements

Basic understanding of Salesforce or CRM concepts.
A Salesforce Developer Org.
Start with basics (Introduction + Custom Report Types).
Move to report building and formats.

Syllabus Overview

12

Lessons

0

Quizzes

0

Tasks

0

Resources

Basics of Reports & Dashboards

Report Building & Formats

Advanced Reporting Features

Dashboards & Visualization

Sharing, Exporting & Access Control

Interview Preparation / Q&A

Material Includes

YouTube video lectures.
Practical report creation demonstrations
Examples of dashboard visualization.
Real-world business reporting scenarios.

Instructor(s)

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