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.
Author Name: Zach Bohn
Author Description:
Zach is a Salesforce Business Analyst from Chicago, IL with an educational background in Data Science and Business Management. A passion for business intelligence and data management has contributed to his success in the fields of Salesforce Administration, Data Analytics and Quality Assurance. His career has spanned from an analytical role in Human Resources to his current role as a Business Analyst where he continues to expand his administrative knowledge in Salesforce, SAS Enterprise Miner, A… more

Table of Contents

• 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