Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Reports and Dashboards Folder Management

The Complete Salesforce Classic Administrator Certification Course • 6m 31s

Up Next in The Complete Salesforce Classic Administrator Certification Course

  • Custom Report Types

    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.

  • Workflow Automation Introduction

    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.

  • Workflow Rules

    This lecture teaches you how to create various workflow rules. Evaluation criteria options for workflow rules to fire are covered in depth. Once a criteria for a workflow rule is met, any actions are then executed, which is covered in the next lecture.