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Learn to leverage a wide array of report & dashboard features, including bucket columns, dashboard filters, report formulas, and much more
How to continue your reports practice & (for those that love it) stay up to date on new features
Requirements
Access to a Salesforce environment. Instructions provided for those who would like/need
Some Salesforce knowledge is helpful, but not required
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FILE LIST
Filename
Size
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/1 - Quick Course Overview.mp4
25.2 MB
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/2 - Salesforce Help Verification Link Troubleshooting.txt
61 B
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/2 - Troubleshooting Verification for Microsoft Emails.mp4
4.4 MB
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/3 - Developer Edition Signup URL.txt
39 B
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/3 - Sign Up for A Developer Org Optional.mp4
10.3 MB
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/4 - Import Account Records Optional.mp4
28.3 MB
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/4 - SF-Accounts-For-Import.csv
22.2 KB
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/5 - Instructions Downloads Links.html
399 B
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/5 - Instructions-Prep-Your-Salesforce-Environment.pdf
123.4 KB
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/5 - Salesforce Help Verification Troubleshooting for Microsoft emails.txt
61 B
~Get Your Files Here !/1 - Welcome Preparing Your Salesforce Environment/5 - SF-Accounts-For-Import.csv
22.2 KB
~Get Your Files Here !/10 - Course WrapUp/44 - Folder Sharing.mp4
20.6 MB
~Get Your Files Here !/10 - Course WrapUp/44 - Salesforce Help Share a Report or Dashboard Folder.txt
84 B
~Get Your Files Here !/10 - Course WrapUp/45 - Practice with Trailhead.mp4
17.6 MB
~Get Your Files Here !/10 - Course WrapUp/45 - Trailhead Filter Report Data Project.txt
77 B
~Get Your Files Here !/10 - Course WrapUp/45 - Trailhead Home.txt
33 B
~Get Your Files Here !/10 - Course WrapUp/45 - Trailhead Joined Reports Quick Look.txt
80 B
~Get Your Files Here !/10 - Course WrapUp/45 - Trailhead Quick Start Reports Dashboards Project.txt
74 B
~Get Your Files Here !/10 - Course WrapUp/45 - Trailhead Reports Dashboards for Lightning Module.txt
92 B
~Get Your Files Here !/10 - Course WrapUp/46 - Example Salesforce Winter 23 Quarterly Release Notes Reports.txt
106 B
~Get Your Files Here !/10 - Course WrapUp/46 - Stay UptoDate with the Quarterly Release.mp4
12.7 MB
~Get Your Files Here !/10 - Course WrapUp/46 - Trailhead About the Quarterly Release.txt
84 B
~Get Your Files Here !/2 - Getting Started With Reports/1 - Test Your Understanding.html
86 B
~Get Your Files Here !/2 - Getting Started With Reports/6 - What Is a Salesforce Report.mp4
8.1 MB
~Get Your Files Here !/2 - Getting Started With Reports/7 - The Difference Between Reports Listviews Dashboards.mp4
18 MB
~Get Your Files Here !/2 - Getting Started With Reports/8 - Finding the Reports Tab.mp4
7 MB
~Get Your Files Here !/3 - Tour the Lightning Report Builder/10 - Report Builder Filter Pane.mp4
14.1 MB
~Get Your Files Here !/3 - Tour the Lightning Report Builder/11 - Report Builder Outline Pane.mp4
22.1 MB
~Get Your Files Here !/3 - Tour the Lightning Report Builder/12 - Report Builder Preview Pane.mp4
21.4 MB
~Get Your Files Here !/3 - Tour the Lightning Report Builder/13 - Save Run the Report.mp4
18.7 MB
~Get Your Files Here !/3 - Tour the Lightning Report Builder/14 - Recap.mp4
7 MB
~Get Your Files Here !/3 - Tour the Lightning Report Builder/2 - Test Your Knowledge on the Lightning Report Builder.html
112 B
~Get Your Files Here !/3 - Tour the Lightning Report Builder/9 - Choose a Report Type.mp4
10.6 MB
~Get Your Files Here !/4 - Practice with Tabular Summary Reports/15 - The 4 Different Kinds of Reports.mp4
10.9 MB
~Get Your Files Here !/4 - Practice with Tabular Summary Reports/16 - Build a Tabular Report with row limit.mp4
48 MB
~Get Your Files Here !/4 - Practice with Tabular Summary Reports/17 - Build a Summary Report.mp4
50.4 MB
~Get Your Files Here !/4 - Practice with Tabular Summary Reports/18 - Add a Report Chart.mp4
21.1 MB
~Get Your Files Here !/4 - Practice with Tabular Summary Reports/19 - Assignment 1 Tabular Summary Report Practice.html
306 B
~Get Your Files Here !/4 - Practice with Tabular Summary Reports/19 - Assignment-1-Tabular-Summary-Reports.pdf
228.6 KB
~Get Your Files Here !/5 - More Practice with Summary Reports/20 - Build a Summary Report with bucket.mp4
70.4 MB
~Get Your Files Here !/5 - More Practice with Summary Reports/21 - Assignment 2 More Summary Report Practice.html
376 B
~Get Your Files Here !/5 - More Practice with Summary Reports/21 - Assignment-2-More-Summary-Reports.pdf
178.3 KB
~Get Your Files Here !/6 - Practice with Matrix Joined Reports/22 - Recap from Assignment 2.mp4
48.4 MB
~Get Your Files Here !/6 - Practice with Matrix Joined Reports/23 - Build a Matrix Report.mp4
43 MB
~Get Your Files Here !/6 - Practice with Matrix Joined Reports/24 - Build a Matrix Report with bucket.mp4
47.1 MB
~Get Your Files Here !/6 - Practice with Matrix Joined Reports/25 - Build a Joined Report.mp4
57.3 MB
~Get Your Files Here !/6 - Practice with Matrix Joined Reports/26 - Quick Considerations for Joined Reports.mp4
7 MB
~Get Your Files Here !/6 - Practice with Matrix Joined Reports/27 - Assignment 3 Matrix Joined Reports Practice.html
366 B
~Get Your Files Here !/6 - Practice with Matrix Joined Reports/27 - Assignment-3-Matrix-Joined-Reports.pdf
284.3 KB
~Get Your Files Here !/7 - Helpful Report Features/28 - Recap from Assignment 3.mp4
60.1 MB
~Get Your Files Here !/7 - Helpful Report Features/29 - Bucket Columns.mp4
11 MB
~Get Your Files Here !/7 - Helpful Report Features/29 - Salesforce Help Site Bucket Columns.txt
85 B
~Get Your Files Here !/7 - Helpful Report Features/30 - Salesforce Help Count Unique Values in Report Results.txt
108 B
~Get Your Files Here !/7 - Helpful Report Features/30 - Unique Count.mp4
29.3 MB
~Get Your Files Here !/7 - Helpful Report Features/31 - Conditional Formatting.mp4
24.6 MB
~Get Your Files Here !/7 - Helpful Report Features/31 - Salesforce Help Conditional Formatting.txt
87 B
~Get Your Files Here !/7 - Helpful Report Features/32 - Grouping Dates.mp4
30.5 MB
~Get Your Files Here !/7 - Helpful Report Features/32 - Salesforce Help Relative Date Filter Options.txt
95 B
~Get Your Files Here !/7 - Helpful Report Features/32 - Salesforce Video How to Group a Report by Dates.txt
43 B
~Get Your Files Here !/7 - Helpful Report Features/33 - Salesforce Help Customize Report Views on the Run Page.txt
92 B
~Get Your Files Here !/7 - Helpful Report Features/33 - Salesforce Help Schedule Subscribe to Reports.txt
85 B
~Get Your Files Here !/7 - Helpful Report Features/33 - The Report Run Page.mp4
45.1 MB
~Get Your Files Here !/8 - Advanced Report Features/34 - Filter Logic.mp4
119.3 MB
~Get Your Files Here !/8 - Advanced Report Features/34 - Salesforce Help Add Filter Logic.txt
71 B
~Get Your Files Here !/8 - Advanced Report Features/35 - Cross Filters.mp4
36.8 MB
~Get Your Files Here !/8 - Advanced Report Features/35 - Salesforce Help Cross Filters.txt
80 B
~Get Your Files Here !/8 - Advanced Report Features/36 - Salesforce Help CASE Function.txt
83 B
~Get Your Files Here !/8 - Advanced Report Features/36 - Salesforce Help Report Formulas.txt
84 B
~Get Your Files Here !/8 - Advanced Report Features/36 - Summary RowLevel Formulas.mp4
77.5 MB
~Get Your Files Here !/9 - Get Started with Dashboards/37 - What is a Salesforce Dashboard.mp4
6.4 MB
~Get Your Files Here !/9 - Get Started with Dashboards/38 - Building a Dashboard.mp4
95.7 MB
~Get Your Files Here !/9 - Get Started with Dashboards/38 - Salesforce Help Build a Lightning Dashboard.txt
80 B
~Get Your Files Here !/9 - Get Started with Dashboards/39 - Building continuedline charts.mp4
21.7 MB
~Get Your Files Here !/9 - Get Started with Dashboards/40 - Dashboard Component Setup.mp4
28.6 MB
~Get Your Files Here !/9 - Get Started with Dashboards/40 - Salesforce Help Dashboard Components.txt
89 B
~Get Your Files Here !/9 - Get Started with Dashboards/41 - Dashboard Properties.mp4
14.5 MB
~Get Your Files Here !/9 - Get Started with Dashboards/41 - Salesforce Help Choose Who People View a Dashboard As iIn Lightning.txt
82 B
~Get Your Files Here !/9 - Get Started with Dashboards/42 - Dashboard Filters.mp4
37.9 MB
~Get Your Files Here !/9 - Get Started with Dashboards/42 - Salesforce Help Dashboard Filter Examples.txt
85 B
~Get Your Files Here !/9 - Get Started with Dashboards/42 - Salesforce Help Filter a Dashboard.txt
85 B
~Get Your Files Here !/9 - Get Started with Dashboards/43 - Interacting with Dashboards.mp4
24.5 MB
~Get Your Files Here !/9 - Get Started with Dashboards/43 - Salesforce Help Work with Dashboards.txt