Reports and Dashboards
Welcome to the Reports and Dashboards course!
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Welcome to the Reports and Dashboards course!
Welcome to the Reports and Dashboards course!
This course is designed to enhance your capabilities in creating, managing, and optimizing reports and dashboards within Salesforce. The course is aligned with the Salesforce Administrator exam (CRT 101), focusing on the critical skills needed to master reporting and dashboard functionalities in Salesforce.
This course requires basic knowledge of salesforce.
By the end of the course, you'll be able to:
- Create and customize different types of reports, including leads, contacts, and account reports.
- Develop dynamic dashboards with insightful data visualization techniques.
- Utilize advanced reporting features such as creating charts, summarizing data, and exporting reports.
- Customize report types to meet specific business requirements and leverage the Lightning Report Builder for enhanced reporting capabilities.
- Manage and modify dashboards effectively, including adding report components and optimizing dashboard layouts.
- Apply theoretical knowledge through practical demonstrations to gain hands-on experience and prepare for real-world scenarios.
This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.
What's inside
Syllabus
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Activities
Organize and review course materials
Show steps
Stay organized and maximize your learning by compiling and reviewing notes, assignments, and other course materials.
Show steps
-
Gather and organize all course materials
-
Review materials regularly to reinforce understanding
Review SQL Basics
Show steps
Strengthen your foundation in SQL, which is essential for understanding and querying data in Salesforce.
Browse courses on
SQL
Show steps
-
Revisit basic SQL syntax, including SELECT, WHERE, and JOIN statements.
-
Practice writing queries to retrieve and filter data.
-
Utilize online resources or tutorials for additional support.
Review Salesforce CRM concepts
Show steps
Refresh your understanding of Salesforce CRM concepts to strengthen your foundation for this course.
Browse courses on
Salesforce CRM
Show steps
-
Review Salesforce documentation on key concepts
-
Take a Salesforce practice exam or quiz
Ten other activities
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Read `The Data Warehouse Toolkit`
Show steps
Get a foundational understanding of data warehousing concepts and best practices to enhance your learning in Salesforce reporting and dashboarding.
View
Kimball's Data Warehouse Toolkit Classics, 3...
on Amazon
Show steps
-
Read chapters 1-3 to grasp the fundamentals of data warehousing.
-
Review the different types of data warehouses and their applications.
-
Understand the process of data extraction, transformation, and loading (ETL).
Reach out to Salesforce experts
Show steps
Connect with experienced Salesforce professionals who can provide guidance, answer your questions, and share industry best practices.
Show steps
-
Identify potential mentors through LinkedIn or Salesforce community
-
Reach out via email or LinkedIn message, expressing your interest in mentorship
Organize Course Materials
Show steps
Ensure successful learning by keeping track of course materials, including notes, assignments, and resources.
Show steps
-
Create a dedicated folder or digital notebook for the course.
-
Categorize and file materials according to topic or week.
-
Regularly review and update your materials to improve retention.
Join a Study Group
Show steps
Enhance your learning through discussions and knowledge sharing with peers in a dedicated study group.
Show steps
-
Find or create a study group with other course participants.
-
Meet regularly to discuss course materials, share insights, and clarify concepts.
-
Collaborate on practice exercises and assignments.
Join a Salesforce community forum
Show steps
Connect with other Salesforce professionals in online forums to exchange knowledge, ask questions, and learn from others' experiences.
Show steps
-
Join a relevant Salesforce community forum or group
-
Participate in discussions and ask questions
-
Engage with other members to share knowledge and insights
Follow Salesforce Trailhead Modules
Show steps
Supplement your learning with interactive tutorials from Salesforce Trailhead, covering key concepts in reporting and dashboarding.
Show steps
-
Enroll in the 'Reports & Dashboards for Admins' module.
-
Complete the hands-on exercises and quizzes to solidify your understanding.
-
Explore additional modules related to reporting and dashboarding.
Create Sample Reports
Show steps
Reinforce your understanding of report creation by practicing with sample data and scenarios relevant to Salesforce.
Browse courses on
Report Creation
Show steps
-
Build a basic report using the Report Builder.
-
Add filters, group fields, and summary functions to customize the report.
-
Export the report in different formats (e.g., CSV, PDF).
Explore Salesforce Trailhead modules
Show steps
Supplement your learning by exploring relevant Salesforce Trailhead modules to deepen your understanding of specific topics.
Show steps
-
Identify Trailhead modules aligned with the course syllabus
-
Complete the modules at your own pace
-
Apply the knowledge gained in your report and dashboard creation
Develop a Dashboard
Show steps
Put your learning into practice by creating a dashboard that visualizes key metrics and insights from your reports.
Browse courses on
Dashboard Creation
Show steps
-
Identify the key data points you want to display.
-
Choose the appropriate chart or visualization types for each data point.
-
Configure the dashboard layout and add interactive filters.
-
Share the dashboard with stakeholders for feedback and refinement.
Build a Salesforce App with Reporting and Dashboarding
Show steps
Apply your knowledge by creating a real-world Salesforce application that showcases your reporting and dashboarding skills.
Show steps
-
Define the project scope and objectives.
-
Design the app's data model and user interface.
-
Develop custom reports and dashboards to meet the project requirements.
-
Test and deploy the app.
Organize and review course materials
Show steps
Stay organized and maximize your learning by compiling and reviewing notes, assignments, and other course materials.
Show steps
- Gather and organize all course materials
- Review materials regularly to reinforce understanding
Review SQL Basics
Show steps
Strengthen your foundation in SQL, which is essential for understanding and querying data in Salesforce.
Browse courses on
SQL
Show steps
- Revisit basic SQL syntax, including SELECT, WHERE, and JOIN statements.
- Practice writing queries to retrieve and filter data.
- Utilize online resources or tutorials for additional support.
Review Salesforce CRM concepts
Show steps
Refresh your understanding of Salesforce CRM concepts to strengthen your foundation for this course.
Browse courses on
Salesforce CRM
Show steps
- Review Salesforce documentation on key concepts
- Take a Salesforce practice exam or quiz
Read `The Data Warehouse Toolkit`
Show steps
Get a foundational understanding of data warehousing concepts and best practices to enhance your learning in Salesforce reporting and dashboarding.
View
Kimball's Data Warehouse Toolkit Classics, 3...
on Amazon
Show steps
- Read chapters 1-3 to grasp the fundamentals of data warehousing.
- Review the different types of data warehouses and their applications.
- Understand the process of data extraction, transformation, and loading (ETL).
Reach out to Salesforce experts
Show steps
Connect with experienced Salesforce professionals who can provide guidance, answer your questions, and share industry best practices.
Show steps
- Identify potential mentors through LinkedIn or Salesforce community
- Reach out via email or LinkedIn message, expressing your interest in mentorship
Organize Course Materials
Show steps
Ensure successful learning by keeping track of course materials, including notes, assignments, and resources.
Show steps
- Create a dedicated folder or digital notebook for the course.
- Categorize and file materials according to topic or week.
- Regularly review and update your materials to improve retention.
Join a Study Group
Show steps
Enhance your learning through discussions and knowledge sharing with peers in a dedicated study group.
Show steps
- Find or create a study group with other course participants.
- Meet regularly to discuss course materials, share insights, and clarify concepts.
- Collaborate on practice exercises and assignments.
Join a Salesforce community forum
Show steps
Connect with other Salesforce professionals in online forums to exchange knowledge, ask questions, and learn from others' experiences.
Show steps
- Join a relevant Salesforce community forum or group
- Participate in discussions and ask questions
- Engage with other members to share knowledge and insights
Follow Salesforce Trailhead Modules
Show steps
Supplement your learning with interactive tutorials from Salesforce Trailhead, covering key concepts in reporting and dashboarding.
Show steps
- Enroll in the 'Reports & Dashboards for Admins' module.
- Complete the hands-on exercises and quizzes to solidify your understanding.
- Explore additional modules related to reporting and dashboarding.
Create Sample Reports
Show steps
Reinforce your understanding of report creation by practicing with sample data and scenarios relevant to Salesforce.
Browse courses on
Report Creation
Show steps
- Build a basic report using the Report Builder.
- Add filters, group fields, and summary functions to customize the report.
- Export the report in different formats (e.g., CSV, PDF).
Explore Salesforce Trailhead modules
Show steps
Supplement your learning by exploring relevant Salesforce Trailhead modules to deepen your understanding of specific topics.
Show steps
- Identify Trailhead modules aligned with the course syllabus
- Complete the modules at your own pace
- Apply the knowledge gained in your report and dashboard creation
Develop a Dashboard
Show steps
Put your learning into practice by creating a dashboard that visualizes key metrics and insights from your reports.
Browse courses on
Dashboard Creation
Show steps
- Identify the key data points you want to display.
- Choose the appropriate chart or visualization types for each data point.
- Configure the dashboard layout and add interactive filters.
- Share the dashboard with stakeholders for feedback and refinement.
Build a Salesforce App with Reporting and Dashboarding
Show steps
Apply your knowledge by creating a real-world Salesforce application that showcases your reporting and dashboarding skills.
Show steps
- Define the project scope and objectives.
- Design the app's data model and user interface.
- Develop custom reports and dashboards to meet the project requirements.
- Test and deploy the app.
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