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URL: https://www.coursera.org/learn/salesforce-admin-certification-reports-and-dashboards

⇱ Salesforce Reports and Dashboards | Coursera

Salesforce Reports and Dashboards

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Salesforce Reports and Dashboards

2,311 already enrolled

Included with

Gain insight into a topic and learn the fundamentals.
4.0

15 reviews

Intermediate level

Recommended experience

3 hours to complete
Gain insight into a topic and learn the fundamentals.
4.0

15 reviews

Intermediate level

Recommended experience

3 hours to complete

What you'll learn

  • How to create and customize various types of reports, including those for leads, contacts, and accounts.

  • Learn techniques for developing dynamic dashboards with advanced data visualization methods.

  • Learn skills in utilizing advanced reporting features such as chart creation, data summarization, and report exporting.

  • Learn methods for customizing reports and use of the Lightning Report Builder for improved reporting capabilities.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

5 assignments

Taught in English
Flexible schedule
Learn at your own pace

Build your subject-matter expertise

This course is part of the Salesforce Admin Certification Preparation 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 is 1 module in this course

Welcome to the Reports and Dashboards course!

This course is designed to enhance your capabilities in creating, managing, and optimizing reports and dashboards within Salesforce. The course is aligned with the Salesforce Administrator exam (CRT 101), focusing on the critical skills needed to master reporting and dashboard functionalities in Salesforce. This course requires basic knowledge of salesforce. By the end of the course, you'll be able to: - Create and customize different types of reports, including leads, contacts, and account reports. - Develop dynamic dashboards with insightful data visualization techniques. - Utilize advanced reporting features such as creating charts, summarizing data, and exporting reports. - Customize report types to meet specific business requirements and leverage the Lightning Report Builder for enhanced reporting capabilities. - Manage and modify dashboards effectively, including adding report components and optimizing dashboard layouts. - Apply theoretical knowledge through practical demonstrations to gain hands-on experience and prepare for real-world scenarios. This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

This module explores Salesforce reporting and dashboard creation. By the end of the module, learners will be able to create, customize, export reports, and build dashboards.

What's included

19 videos2 readings5 assignments

19 videos•Total 58 minutes
  • Reports•3 minutes
  • Types of Reports•3 minutes
  • Creating a Leads Report•4 minutes
  • DEMO: A Lead Source Report•5 minutes
  • Creating Contacts and Account Reports•5 minutes
  • Adding Leads to Campaign from a Report•4 minutes
  • Creating Charts•1 minute
  • Summarizing Report Data•3 minutes
  • Create Report Formula•2 minutes
  • Exporting Reports•1 minute
  • DEMO: Creating New Account Report•2 minutes
  • Dashboards•2 minutes
  • Create Dashboards•1 minute
  • Modifying Columns on Dashboards•6 minutes
  • Adding a Report as a Dashboard Component•5 minutes
  • Report Types•1 minute
  • Create Custom Report Types•0 minutes
  • Lightning Report Builder•3 minutes
  • DEMO: Creating Dashboards•5 minutes
2 readings•Total 4 minutes
  • Introduction and Syllabus•2 minutes
  • Course Synopsis•2 minutes
5 assignments•Total 114 minutes
  • Dashboards•24 minutes
  • Salesforce Reporting Types•24 minutes
  • Data Reporting in Business•24 minutes
  • Data Presentation•21 minutes
  • Custom Report Types•21 minutes

Earn a career certificate

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184 Courses•229,869 learners

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Reviewed on Apr 15, 2025

Great course - would like a little hands-on activity to help with learning

Frequently asked questions

The main benefits include learning how to create detailed reports and interactive dashboards, gaining insights from data, making data-driven decisions, and improving overall business performance.

Yes, this course requires a basic knowledge of salesforce which has been covered in the first course "Salesforce Introduction" belonging to the "Salesforce Admin Certification" specialization.

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

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,