This lecture shows you how to create and modify dashboards. We also go over the various types of dashboard components that are available, dashboard running users and changing the layout of dashboards.
Resource:
Dynamic Dashboards Cheat Sheet - https://resources.docs.salesforce.com/204/latest/en-us/sfdc/pdf/salesforce_dynamic_dashboards_cheatsheet.pdf
This lecture covers the creating and sharing settings of folders that house reports and dashboards.
Custom Report Types enable you to report on 3 or 4 related objects. This lecture goes through the example of reporting on accounts with contacts and cases. We then run through cross-filters and grouping in reports.
The next Knowledge Area is Workflow Automation. In this intro lesson I discuss the topics contained in this section of the course, such as Workflow Rules and their actions, Process Builder, Flows and Approval Processes.
