Welcome to the Data Management, Reports, and Dashboards course!
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Welcome to the Data Management, Reports, and Dashboards course!
Welcome to the Data Management, Reports, and Dashboards course!
The course is designed to equip Salesforce administrators and app builders with advanced skills and best practices necessary for effective data handling, reporting, and dashboard creation within the Salesforce platform.
The course aligns with the structure of Salesforce Administrator Exam (ADM 201) and Platform App Builder (CRT 403) certification exam,
This course requires a comprehensive knowledge of salesforce administration, and the Lightning application.
By the end of this course you'll be able to:
- Gain a foundational understanding of data management principles and best practices in Salesforce.
- Learn techniques for importing and exporting data into and out of Salesforce using Data Loader and other tools.
- Explore strategies for cleansing and maintaining high-quality data in Salesforce to improve data accuracy and reliability.
- Master creating insightful reports in Salesforce to analyze business performance, track key metrics, and identify trends and patterns.
- Learn how to create custom report types and format reports to present data clearly and meaningfully.
- Discover how to build dynamic dashboards in Salesforce to visualize key metrics and KPIs, monitor business performance in real-time, and make data-driven decisions.
- Explore the various components and design principles for building effective dashboards that engage users and drive action.
This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.
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Syllabus
Salesforce Lightning Flow and Data Management
This module covers comprehensive training on Salesforce analytics and data management tools. By the end of this module, the learners will learn to create sample flows, schedule Lightning flows, and validate using screen flows.
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Syllabus
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Activities
Review Trailhead modules on Salesforce Fundamentals
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Review concepts such as data management, security, and user management to strengthen your understanding of Salesforce's core principles.
Show steps
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Login to Trailhead and search for Salesforce Fundamentals modules.
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Complete the modules in order, taking notes or screenshots of key concepts.
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Review your notes and screenshots to reinforce your understanding.
Review Salesforce Administrator Essentials
Show steps
Refresh your memory of the Salesforce basics by reviewing core concepts covered in the Salesforce Administrator Exam (ADM 201)
Browse courses on
Salesforce Administrator
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Read through the Salesforce Administrator Study Guide
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Take practice quizzes and mock exams
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Review key Lightning application features
Import and Export data using Data Loader
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Gain hands-on experience with data management by importing and exporting data using Data Loader, a powerful tool for managing large data sets in Salesforce.
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Data Import
Show steps
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Create a sample dataset in a CSV or Excel file.
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Install Data Loader and connect it to your Salesforce org.
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Import the sample dataset into Salesforce using Data Loader.
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Export data from Salesforce into a CSV or Excel file using Data Loader.
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Explore Salesforce Data Management Toolset
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Build familiarity with the various tools and techniques for managing data within Salesforce, such as importing, exporting, and data cleansing
Show steps
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Follow tutorials on using the Data Loader
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Experiment with different data import and export methods
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Explore best practices for data cleansing and maintenance
Create a Sample Data Management Plan
Show steps
Develop a plan to ensure the accuracy, consistency, and security of data in your Salesforce instance
Show steps
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Define data quality standards and metrics
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Establish data governance processes and procedures
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Create documentation and training materials for data management
Collaborate with Peers on Report Design and Analysis
Show steps
Gain insights and feedback by collaborating with peers on the design and analysis of Salesforce reports
Browse courses on
Salesforce Reporting
Show steps
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Join or create a study group or online forum
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Discuss and share report designs with peers
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Provide constructive feedback on report analysis and interpretation
Build a Dashboard to Track Key Performance Indicators
Show steps
Demonstrate your understanding of building dashboards by creating one that tracks key performance indicators relevant to your organization
Browse courses on
Salesforce Dashboards
Show steps
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Identify relevant metrics and KPIs
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Design and create the dashboard layout
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Visualize data using charts, graphs, and other visual elements
Contribute to the Salesforce Developer Community
Show steps
Deepen your understanding of Salesforce and its ecosystem by contributing to the open-source community
Browse courses on
Salesforce Development
Show steps
-
Identify areas where you can contribute
-
Join relevant discussion forums and contribute to discussions
-
Submit bug reports, feature requests, or code contributions
Review Trailhead modules on Salesforce Fundamentals
Show steps
Review concepts such as data management, security, and user management to strengthen your understanding of Salesforce's core principles.
Show steps
- Login to Trailhead and search for Salesforce Fundamentals modules.
- Complete the modules in order, taking notes or screenshots of key concepts.
- Review your notes and screenshots to reinforce your understanding.
Review Salesforce Administrator Essentials
Show steps
Refresh your memory of the Salesforce basics by reviewing core concepts covered in the Salesforce Administrator Exam (ADM 201)
Browse courses on
Salesforce Administrator
Show steps
- Read through the Salesforce Administrator Study Guide
- Take practice quizzes and mock exams
- Review key Lightning application features
Import and Export data using Data Loader
Show steps
Gain hands-on experience with data management by importing and exporting data using Data Loader, a powerful tool for managing large data sets in Salesforce.
Browse courses on
Data Import
Show steps
- Create a sample dataset in a CSV or Excel file.
- Install Data Loader and connect it to your Salesforce org.
- Import the sample dataset into Salesforce using Data Loader.
- Export data from Salesforce into a CSV or Excel file using Data Loader.
Explore Salesforce Data Management Toolset
Show steps
Build familiarity with the various tools and techniques for managing data within Salesforce, such as importing, exporting, and data cleansing
Show steps
- Follow tutorials on using the Data Loader
- Experiment with different data import and export methods
- Explore best practices for data cleansing and maintenance
Create a Sample Data Management Plan
Show steps
Develop a plan to ensure the accuracy, consistency, and security of data in your Salesforce instance
Show steps
- Define data quality standards and metrics
- Establish data governance processes and procedures
- Create documentation and training materials for data management
Collaborate with Peers on Report Design and Analysis
Show steps
Gain insights and feedback by collaborating with peers on the design and analysis of Salesforce reports
Browse courses on
Salesforce Reporting
Show steps
- Join or create a study group or online forum
- Discuss and share report designs with peers
- Provide constructive feedback on report analysis and interpretation
Build a Dashboard to Track Key Performance Indicators
Show steps
Demonstrate your understanding of building dashboards by creating one that tracks key performance indicators relevant to your organization
Browse courses on
Salesforce Dashboards
Show steps
- Identify relevant metrics and KPIs
- Design and create the dashboard layout
- Visualize data using charts, graphs, and other visual elements
Contribute to the Salesforce Developer Community
Show steps
Deepen your understanding of Salesforce and its ecosystem by contributing to the open-source community
Browse courses on
Salesforce Development
Show steps
- Identify areas where you can contribute
- Join relevant discussion forums and contribute to discussions
- Submit bug reports, feature requests, or code contributions
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