Reports & Dashboards | Custom Report Types | Share and Schedule | Ep 12
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- čas přidán 8. 07. 2024
- Create Reports Salesforce Lightning. In Episode 12, we will cover the following topics.
0:00 Introduction
1:53 Report Types
3:56 What is Report
4:30 Type of Reports
6:02 Create a report Demo (Table)
24:51 Create report folder
35:38 Create custom report Type
49:45 Things to Remember
53:06 create Dashboard in Salesforce
58:30 Share reports & Dashboards
1:04:40 Schedule Report & Dashboards
1:12:25 Filter Report via URL Parameters
1:19:32 Mini Project
Report Types
Standard & Custom Report Types
Dashboards
Share and Schedule Dashboard
Q & A
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Great step by step guide. Thanks for such a perfect presentation.
I just completed watching all the 12 videos and it was very useful and helpful. Planning to get Admin certification by end of Jan 2022. I am an Oracle ERP architect in US making a switch to SFDC soon since we recently implemented Service Cloud for support. Thanks Jigar, Amit and each and everyone who was part of this training.
Best of luck! Dont forget to attend our Service Cloud Training
Thank you so much team for all the great and wonderful sessions, as i am beginner to Salesforce it was great experience for me and because of you guys my interest in Salesforce is increased and got confidence. i have no words to explain your efforts.just want to say thank you so much.
Our pleasure! Please help us to spread the words.
Great video, good refresher and learned some new things
We are glad that you liked it
Excellent Video !
We are glad its helped you.
Nice, Thanks for sharing.
I hope this will help you
Thanks for tthese lovely sessions, really learned a lot 😀
You're very welcome!
Great tutorial on reports and dashboards
Glad you like them! Keep watching and help us to spread the word
Very good and easy to understand lesson.
Glad you think so!
Such an informative session👍
Glad you liked it
Great video quality! Thanks for the providers/educators. Is this series enough for writing admin exam or should I watch all videos from the official salesforce trailhead too??
Thank You Amit,
Glad you like it
Can you please share a video on how to create un managed package and how to copy data & meta data and upload the package. thanks heaps
Hello Sir,
I am facing issue to pull report for sub fields. total i m getting but unable to pull full report. Please advise
This is very helpful thank you. I have question, in my dashboard I don’t have the option share and subscribe. Do you why and how can I have it please?
Great Video! How to create a simple two sales periods percentage % increase/decrease formula?
means
please upload a video on "Lightning Experience Reports & Dashboards Specialist Superbadge".
We will try
Please also share the report to capture the the stage time taken by an opportunity to travel from create date to close date , velocity report
This session is to teach how to work on report and how create. Specific client specific reports we will try in future sessions.
Just wasted about 2 weeks from learning trailheads.....Its OK for how know with trailheads but you guys have sessions on some actual scenarios That's really need to understand....So now just following you
Glad it helpfull. Keep watching
@@apexhours Is there any tutorial creating Business Kpis i.e. tracking user progress from opportunity to lead conversion and display all in dashboard?
Can we calculate mileage (Km travelled per day) by the field staff
Share option must be enabled for reporting 2.o trascript report including within dashbord
This 12 sessions is enough for sales force admini
This 12 session are good to start but if you want to learn more then check this Advance Admin playlist. czcams.com/play/PLaGX-30v1lh306MezeGySjhD37hReBv42.html
Is it possible to include the chart when exporting report?
sir is this playlist enough for passing in salesforce admin certification?
It cover most of the topic but I will suggest check Exam guide as well
@@apexhours ok done thank you sir !!
When click open new record in report then redirect new tab in same app..how to do?
same app means ? New Tab?
@@apexhours yes I mean open client record from citigold report in sales console, client record is opened within the sales console tab instead of new browser tab
Are these classes ( with trailhead) sufficient to pass the Salesforce admin certification test ?
That will he;p you for sure
I'd get focus on the force too.
Closedlost is. 4 and closedlost is 126 feeling confused 😕
Greatly disappointed.... No structure in teqching...... Appreciate the thought of making these videos for free..... But that gets really appreciated.... If the videos were made with some structure......so that audience would undersatnd. But there is no point uploading videos for free, if we don't understand..!
Thank you so much for your feedback. We will take care that in future. Your feedback is valuable for us. If you can provide some more information to improve we would love to do that.
why dont u explain static and dynamic dashboards.
how can u miss such a important topic
Its really difficult to explain everything within 1 hr session. We will include that in upcoming sessions.
@@apexhours Please make sessions on the Lighting web COMPONENTS. It's hot in the market. Please put video
@@gauravbhardwaj5374 Thanks for feedback. We have one great playlist of LWC. czcams.com/video/KKNEpPP6V4s/video.html
@@apexhours Pl guide.
I am working as admin . Now starting to learn lighting . I should learn Aura or Lwc
@@gauravbhardwaj5374 Trust me you should learn both. Its depend on project to project. You will still find lots of Aura code in most of the salesforce org. But Yes LWC is future.