Managing Reports and Dashboards in Salesforce Lightning

This course will teach you how to effectively utilize reports and dashboards in Salesforce Lightning to analyze data and facilitate reporting functions for your organization.

Knowing how to properly utilize reports and dashboards can truly make you an asset to any organization. In this course, Managing Reports and Dashboards in Salesforce Lightning, you’ll learn to effectively utilize reports and dashboards in Salesforce Lightning in order to analyze data and facilitate reporting functions for your organization. First, you’ll explore the process of creating and customizing reports in Lightning. Next, you’ll discover how to develop dashboards and learn how to display them in a manner that’s tailored to your organization’s most valuable users. Finally, you’ll learn how to configure sharing settings to ensure that users are only seeing data that is accurate and relevant to their roles and departments. When you're finished with this course, you’ll have the skills and knowledge of utilizing Lightning reports and dashboards that are needed to effectively present and report data for your organization’s Salesforce users.

• Course Overview 1min
• Utilizing Reports to Analyze and Present Data 14mins
• Utilizing Dashboards to Analyze and Present Data 17mins
• Sharing Settings for Reports and Dashboards 5mins