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URL: https://www.coursera.org/learn/salesforce-admin-and-app-builder-data-management-reports-and-dashboards

⇱ Salesforce Data Management, Reports, and Dashboards | Coursera

Salesforce Data Management, Reports, and Dashboards

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Salesforce Data Management, Reports, and Dashboards

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

4 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

4 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Create and customize standard and custom reports in Salesforce

  • Design interactive dashboards with data filters and components

  • Manage large datasets through import/export tools

  • Use formulas and report types for actionable insights

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

8 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Salesforce Admin & App Builder Certification Prep Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 2 modules in this course

Master Salesforce Data Management, Reports, and Dashboards: A Visual Learning Experience.

Want to convert raw data into valuable insights? This Salesforce App Builder training teaches administrators and app builders how to confidently manage data and create powerful reports and dashboards that drive business decisions. Through real-world use cases and practical demos, you'll explore best practices for importing, exporting, and cleansing data using tools like Data Loader. Learn how to maintain high-quality datasets that enable consistent and accurate reporting. You'll learn how to create dynamic and custom reports, as well as how to format data so that it's clear and actionable. Then, use interactive dashboards developed using effective layout principles and personalized components to maximize impact. This course, which is aligned with the ADM 201 and CRT 403 certification exams, teaches you how to translate data into decisions—both visually and strategically. By the end, you'll be able to shape business performance rather than simply creating reports. Enroll today and start creating data-driven experiences.

This module covers comprehensive training on Salesforce analytics and data management tools. By the end of this module, the learners will learn to create sample flows, schedule Lightning flows, and validate using screen flows.

What's included

10 videos1 reading4 assignments

10 videos•Total 58 minutes
  • Salesforce Analytics•3 minutes
  • Data Loader Overview•3 minutes
  • Data Loader Installation•2 minutes
  • Data Loader Configuration•4 minutes
  • Data Import Wizard•10 minutes
  • Mass Delete Records•6 minutes
  • Difference between Data Loader and Import Wizard•2 minutes
  • Demo: Loading and Using Data Loader•11 minutes
  • Demo: Exporting Data•7 minutes
  • Demo: Importing Data from an External System•11 minutes
1 reading•Total 2 minutes
  • Introduction and Syllabus•2 minutes
4 assignments•Total 36 minutes
  • Salesforce Analytics Essentials•10 minutes
  • Salesforce Data Loader Basics•4 minutes
  • Data Import and Mass Deletion in Salesforce•6 minutes
  • Salesforce Analytics and Data Management Essentials•16 minutes

This module covers the fundamentals of Salesforce reporting and dashboard creation. By the end of this learners will understand different report types, including custom report types and bucket fields, and explore various types of reports.

What's included

14 videos1 reading4 assignments

14 videos•Total 117 minutes
  • Report Types•2 minutes
  • Create Custom Report Types•1 minute
  • Bucket Fields•2 minutes
  • Reports•7 minutes
  • Types of Reports•7 minutes
  • Lightning Report Builder•12 minutes
  • Creating Charts•1 minute
  • Create Joined Reports•1 minute
  • Dashboards•7 minutes
  • Create Dashboards•6 minutes
  • Exporting Reports•5 minutes
  • Demo: Creating and Leveraging Lightning Reports•24 minutes
  • Demo: Creating Dashboards•15 minutes
  • Demo: Managing Reports and Dashboards•26 minutes
1 reading•Total 2 minutes
  • Course Synopsis•2 minutes
4 assignments•Total 46 minutes
  • Customized Salesforce Reports•12 minutes
  • Salesforce Dashboard Mastery•14 minutes
  • Dynamic Salesforce Reports•4 minutes
  • Custom Reports and Dashboards: Insights & Visualization•16 minutes

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Instructor

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Frequently asked questions

You will learn how to create and customize objects, fields, and relationships to manage data effectively in Salesforce. This includes understanding data types, validation rules, and importing/exporting data.

Yes, you need to have a comprehensive knowledge of salesforce administration, and the Lightning application which is covered in the first course " Salesforce Fundamentals and Setup' the second-course " Salesforce Security and Layouts " and the third course " Lightning App Builder " belonging to the "Salesforce Admin and App Builder" specialization.

Yes, a course completion certificate is allocated upon completing all graded assignments and quizzes present in the Data Management, Reports, and Dashboards course.

Yes! The skills taught in this Salesforce Platform App Builder training are quite useful. You will be able to generate custom reports and dashboards, manage data, and increase data accessibility and visibility within Salesforce immediately.

The course covers key concepts such as data management, reporting, and dashboards that are essential for roles such as Salesforce Administrator or App Builder, assisting you in preparing for the Salesforce Administrator and App Builder certification exams. 

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,