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.
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.
