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⇱ Salesforce Reports, Dashboards, and Deployment | Coursera


Salesforce Reports, Dashboards, and Deployment

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Salesforce Reports, Dashboards, and Deployment

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

Recommended experience

9 hours to complete
Flexible schedule
Learn at your own pace

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

Recommended experience

9 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Create powerful reports with filters, groups, and summaries

  • Design interactive dashboards to track performance

  • Manage deployments using Change Sets and sandbox environments

  • Follow deployment best practices for reliable releases

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

9 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Salesforce Platform 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 Reports, Dashboards, and Deployment: A Data-Driven Learning Experience for Impactful Results.

Want to use Salesforce data to make better business decisions? This comprehensive course on Reports, Dashboards, and Deployment teaches you how to understand the analytics and deployment technologies that enable Salesforce customization. You'll learn how to build reports using custom filters, cross filters, bucket fields, and formula fields, design multi-component dashboards with dynamic visibility rules, and deploy applications using Change Sets, ANT Migration Tool, and Metadata API, making it ideal for Salesforce beginners, developers, administrators, and product managers alike. You'll also learn about report types, data schema linkages, folder-level access control, and validations before and after deployment. This Salesforce Platform App Builder course provides hands-on experience for real-world implementation through videos, demos, readings, knowledge tests, and a practical exam simulator. By the end, you'll be able to create actionable dashboards and deploy Salesforce apps with precisionβ€”enroll now to boost your Salesforce skills.

This module delves into creating reports and dashboards. By the end, learners will master the creation and management of insightful reports and dashboards to drive data-driven decision-making in Salesforce.

What's included

12 videos1 reading4 assignments

12 videosβ€’Total 115 minutes
  • Reportsβ€’7 minutes
  • Demo: Creating Reportsβ€’31 minutes
  • Types of Reportsβ€’7 minutes
  • Lightning Report Builderβ€’7 minutes
  • Filtersβ€’6 minutes
  • Creating Chartsβ€’1 minute
  • Sharing Reportsβ€’3 minutes
  • Exporting Reportsβ€’3 minutes
  • Dashboardsβ€’7 minutes
  • Dashboards Subscriptionβ€’2 minutes
  • Demo: Creating Dashboardsβ€’15 minutes
  • Demo: Managing Reports and Dashboardsβ€’26 minutes
1 readingβ€’Total 2 minutes
  • Introduction and Syllabusβ€’2 minutes
4 assignmentsβ€’Total 48 minutes
  • Reporting Typesβ€’12 minutes
  • Reports and Dashboardsβ€’12 minutes
  • Working with Dashboardsβ€’12 minutes
  • Reportsβ€’12 minutes

The last module concentrates on creating and deploying change sets, managing sandboxes, and utilizing the ANT Migration Tool for seamless deployment processes. By the end, learners will be equipped with the skills and knowledge needed to deploy customizations and applications in Salesforce environments effectively.

What's included

9 videos2 readings5 assignments

9 videosβ€’Total 42 minutes
  • Deployment Basicsβ€’4 minutes
  • Change Setsβ€’3 minutes
  • Create a Sandboxβ€’6 minutes
  • Deploy Change Setsβ€’9 minutes
  • Demo: Creating a Sandbox and Change Set for Deploymentβ€’14 minutes
  • ANT Toolβ€’2 minutes
  • Install ANT Toolβ€’1 minute
  • ANT Tool Configurationβ€’3 minutes
  • Deployment Using ANTβ€’0 minutes
2 readingsβ€’Total 12 minutes
  • Course Synopsisβ€’2 minutes
  • About Exam Simulatorβ€’10 minutes
5 assignmentsβ€’Total 300 minutes
  • Sets and Sandboxesβ€’15 minutes
  • ANT Migration Tool β€’15 minutes
  • Set 1β€’120 minutes
  • Set 2β€’120 minutes
  • ANT Migration and Change Sets Analysisβ€’30 minutes

Earn a career certificate

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Instructor

184 Coursesβ€’229,869 learners

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Frequently asked questions

This Certified Platform App Builder course focuses on teaching Salesforce App Builder skills related to creating reports, dashboards, and deploying applications within the Salesforce domain.

Yes, this course requires basic knowledge of Salesforce, which is covered in our first course, "Salesforce Introduction and Set up", which belongs to the " Salesforce App Builder" specialization.

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

Yes, the course covers critical Salesforce certification topics, including reporting and dashboards. In fact, it gives a solid foundation for pursuing certifications such as Salesforce Platform App Builder.

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,