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    Learn Salesforce Reports, Dashboards and List Views

    BY
    Udemy

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    Mode

    Online

    Fees

    ₹ 799

    Quick Facts

    particular details
    Medium of instructions English
    Mode of learning Self study
    Mode of Delivery Video and Text Based

    Course and certificate fees

    Fees information
    ₹ 799
    certificate availability

    Yes

    certificate providing authority

    Udemy

    The syllabus

    Introduction to Reports

    • Introduction
    • Instructor's Note
    • What students will learn in this course

    Understanding Reports

    • What are Reports and Why use them?
    • Where are Reports?

    Creating and Modifying Reports

    • Creating Reports
    • Modifying and Deleting Reports
    • How to create a Tabular Report?
    • How to create a Summary Report?
    • How to create a Matrix Report?
    • How to create a Joined Report?

    Report Features

    • Formula Fields in Reports
    • Bucket Fields in Reports
    • Report Types
    • Visibility of Reports
    • Scheduling Report
    • Exporting Reports
    • Quiz on Reports

    Introduction to Dashboards

    • What students will learn in this course

    Understanding Dashboards

    • What are Dashboards and Why use them?
    • Where can you find Dashboards?

    Creating, Modifying and Deleting Dashboards

    • Creating and Edit Dashboards
    • Customising Dashboard Components
    • Deleting Dashboards

    Dashboard Features

    • Dynamic Dashboards
    • Dashboard Filters
    • Scheduling Dashboards
    • BONUS Video + Tip: Joined Reports and Dashboards
    • Quiz on Dashboards!

    Introduction to List Views

    • Course Summary

    Understanding List Views

    • What are List Views?
    • Where are List Views?
    • How are List Views and Reports different?
    • Why use List Views?

    Creating and Modifying List Views

    • Creating Custom List Views
    • Modify List Views
    • Enable In-Line Editing
    • BONUS: Mass Email using List Views
    • Quiz on List Views!

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