Reports & Dashboards

SalesForce 2015    |    Beginner
  • 8 videos | 43m 31s
  • Includes Assessment
  • Earns a Badge
Rating 4.3 of 20 users Rating 4.3 of 20 users (20)
Force.com is a PaaS that is integrated into the Salesforce.com infrastructure. Discover Force.com Reports and Dashboards.

WHAT YOU WILL LEARN

  • Create a tabular report
    Create a custom report type for your new custom object
    Create a summary report
    Create and display a chart in a summary report
  • Create, access, and modify a new dashboard
    Create a dashboard chart in your new dashboard
    Adjust necessary dashboard folder and other security settings for required dashboard display
    Customize a single user's homepage display when multiple dashboards are available

IN THIS COURSE

  • 7m 54s
    In this video, you will learn how to create a tabular report. FREE ACCESS
  • 6m 53s
    During this video, you will learn how to create a custom report type for your new custom object. FREE ACCESS
  • Locked
    3.  Creating Groups in a Report
    6m 21s
    In this video, you will learn how to create a summary report. FREE ACCESS
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    4.  Creating a Report Chart
    3m 43s
    Learn how to create and display a chart in a summary report. FREE ACCESS
  • Locked
    5.  Managing a Dashboard
    2m 18s
    In this video, you will create, access, and modify a new dashboard. FREE ACCESS
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    6.  Creating a Dashboard Component
    5m 1s
    In this video, you will learn how to create a dashboard chart in your new dashboard. FREE ACCESS
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    7.  Deciding Dashboard Access
    5m 53s
    During this video, you will learn how to adjust the necessary dashboard folder and other security settings for required dashboard display. FREE ACCESS
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    8.  Editing the Homepage to Display New Dashboard
    5m 28s
    In this video, find out how to customize a single user's homepage display when multiple dashboards are available. FREE ACCESS

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