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Salesforce Reports & Dashboards – Beginner Crash Course

سرفصل های دوره

Quickly get up to speed on how to build reports & dashboards on the Salesforce platform


1 - Welcome Preparing Your Salesforce Environment
  • 1 - Quick Course Overview
  • 2 - Troubleshooting Verification for Microsoft Emails
  • 2 - salesforce help verification link troubleshooting.zip
  • 3 - Sign Up for A Developer Org Optional
  • 3 - developer edition signup url.zip
  • 4 - Import Account Records Optional
  • 4 - SF-Accounts-For-Import.csv
  • 5 - Instructions Downloads Links.html
  • 5 - Instructions-Prep-Your-Salesforce-Environment.pdf
  • 5 - SF-Accounts-For-Import.csv
  • 5 - salesforce help verification troubleshooting for microsoft emails.zip

  • 2 - Getting Started With Reports
  • 1 - Test Your Understanding.html
  • 6 - What Is a Salesforce Report
  • 7 - The Difference Between Reports Listviews Dashboards
  • 8 - Finding the Reports Tab

  • 3 - Tour the Lightning Report Builder
  • 2 - Test Your Knowledge on the Lightning Report Builder.html
  • 9 - Choose a Report Type
  • 10 - Report Builder Filter Pane
  • 11 - Report Builder Outline Pane
  • 12 - Report Builder Preview Pane
  • 13 - Save Run the Report
  • 14 - Recap

  • 4 - Practice with Tabular Summary Reports
  • 15 - The 4 Different Kinds of Reports
  • 16 - Build a Tabular Report with row limit
  • 17 - Build a Summary Report
  • 18 - Add a Report Chart
  • 19 - Assignment 1 Tabular Summary Report Practice.html
  • 19 - Assignment-1-Tabular-Summary-Reports.pdf

  • 5 - More Practice with Summary Reports
  • 20 - Build a Summary Report with bucket
  • 21 - Assignment 2 More Summary Report Practice.html
  • 21 - Assignment-2-More-Summary-Reports.pdf

  • 6 - Practice with Matrix Joined Reports
  • 22 - Recap from Assignment 2
  • 23 - Build a Matrix Report
  • 24 - Build a Matrix Report with bucket
  • 25 - Build a Joined Report
  • 26 - Quick Considerations for Joined Reports
  • 27 - Assignment 3 Matrix Joined Reports Practice.html
  • 27 - Assignment-3-Matrix-Joined-Reports.pdf

  • 7 - Helpful Report Features
  • 28 - Recap from Assignment 3
  • 29 - Bucket Columns
  • 29 - salesforce help site bucket columns.zip
  • 30 - Unique Count
  • 30 - salesforce help count unique values in report results.zip
  • 31 - Conditional Formatting
  • 31 - salesforce help conditional formatting.zip
  • 32 - Grouping Dates
  • 32 - salesforce help relative date filter options.zip
  • 32 - salesforce video how to group a report by dates.zip
  • 33 - The Report Run Page
  • 33 - salesforce help customize report views on the run page.zip
  • 33 - salesforce help schedule subscribe to reports.zip

  • 8 - Advanced Report Features
  • 34 - Filter Logic
  • 34 - salesforce help add filter logic.zip
  • 35 - Cross Filters
  • 35 - salesforce help cross filters.zip
  • 36 - Summary RowLevel Formulas
  • 36 - salesforce help case function.zip
  • 36 - salesforce help report formulas.zip

  • 9 - Get Started with Dashboards
  • 37 - What is a Salesforce Dashboard
  • 38 - Building a Dashboard
  • 38 - salesforce help build a lightning dashboard.zip
  • 39 - Building continuedline charts
  • 40 - Dashboard Component Setup
  • 40 - salesforce help dashboard components.zip
  • 41 - Dashboard Properties
  • 41 - salesforce help choose who people view a dashboard as iin lightning.zip
  • 42 - Dashboard Filters
  • 42 - salesforce help dashboard filter examples.zip
  • 42 - salesforce help filter a dashboard.zip
  • 43 - Interacting with Dashboards
  • 43 - salesforce help work with dashboards.zip

  • 10 - Course WrapUp
  • 44 - Folder Sharing
  • 44 - salesforce help share a report or dashboard folder.zip
  • 45 - Practice with Trailhead
  • 45 - trailhead filter report data project.zip
  • 45 - trailhead home.zip
  • 45 - trailhead joined reports quick look.zip
  • 45 - trailhead quick start reports dashboards project.zip
  • 45 - trailhead reports dashboards for lightning module.zip
  • 46 - Stay UptoDate with the Quarterly Release
  • 46 - example salesforce winter 23 quarterly release notes reports.zip
  • 46 - trailhead about the quarterly release.zip
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    مدت زمان: 151 دقیقه
    تاریخ انتشار: 12 بهمن 1401
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