Salesforce Certified Administrator - Lightning Experience - Part 4

Salesforce Certified Administrator - Lightning Experience - Part 4

Final course in my 4-course series on the Salesforce Administrator Certification Exam in Lightning.
This course covers the following Knowledge Areas of the Exam Guide:

Analytics - Reports and Dashboards
Workflow / Process Automation
Desktop and Mobile Administration
AppExchange

I also have a Salesforce Practice Test Course with three timed practice tests available here - https://www.udemy.com/course/salesforce-administrator-practice-tests/?referralCode=37E3A93A0D1EB76413C3

Salesforce Certified Administrator - Lightning Experience - Part 4
  • Course Introduction - Analytics - Reports and Dashboards

    Thank you for enrolling in this fourth and final course in my new Salesforce Certified Administrator course series, recorded in Lightning Experience. This course covers the following Knowledge Areas of the exam:

    Analytics - Reports and Dashboards

    Workflow / Process Automation

    Desktop and Mobil...

  • Creating a Report

    The first step in learning Salesforce Analytics effectively is to learn how to make a basic report. In this lesson, we create a new leads report in a format of Tabular.

  • Customizing a Report

    Now that we have created a report, it's time to customize it. In this lesson I run through various report customization techniques you can employ.

  • Installing Reports via the AppExchange

    You can actually install reports from the AppExchange. There's many Analytics apps that you can deploy in your org, which serve as a great starting point and template for you to expand upon for your own reports and dashboards.

    Resources:
    AppExchange - http://appexchange.salesforce.com/
    Salesforc...

  • Report Formats Overview

    There are four report formats available in Salesforce - Tabular, Summary, Matrix, and Joined. To say that you need to know what those four report formats are on the Admin Exam would be an understatement.

    In this lesson, I run through those four formats and what the characteristics of each are.

    ...

  • Creating a Tabular Report

    The most basic report you can create is a tabular report. It appears much like a basic Excel table. In this lesson, we create a tabular report - the first of the four report formats that we will be creating in this section of the course. Also, have I mentioned that you really need to have those f...

  • Creating a Summary Report

    The second report format that we will now create is the Summary Report. Summary Reports are where you introduce groupings of your data by which you can then summarize that data.

  • Creating a Matrix Report

    A matrix report contains data that is grouped by row and column. In this lesson, we create a matrix report.

  • Creating a Joined Report

    The joined report format lets you view different types of information in a single report. A joined report can contain data from multiple standard or custom report types. You can turn any existing report into a joined report using the report builder.

    Resources:
    Combine Different Types of Informat...

  • Changing a Report Format and What Happens

    What happens when you change the format of a report? We address that question in this video lesson.

    Resource:
    Choose a Report Format - https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=5

  • Adding a Chart to a Report

    You can add a chart to a report. In this lesson, we add a basic chart to a report.

    Resources:
    Add a Chart to a Report - https://help.salesforce.com/articleView?id=reports_builder_charts.htm&type=5

    Chart Formatting Options - https://help.salesforce.com/articleView?id=reports_builder_charts.htm&t...

  • Summary Formulas

    Before adding a summary formula to your report, be sure to group report data.

    Summary formulas in joined reports are just like summary formulas in standard reports, except they can apply to multiple blocks or just one. When you add a summary formula to a block, you specify whether it should appl...

  • Summarizing Data in Reports

    When you want to know sum, average, highest, or lowest value of a numeric column (like Amount, Age, or Probability), summarize the column. Summaries calculate subtotals for every group in a report, as well as a grand total for all report data.

    Resource:
    Summarize Your Report Data - https://help....

  • Subscribing to Reports

    Schedule and Subscribe to Reports and receive notifications that keep you informed about metrics you care most about without having to manually run reports.

    Resource:
    Schedule and Subscribe to Reports - https://help.salesforce.com/articleView?id=reports_subscribe_overview.htm&type=5

  • Categorizing Data with Bucket Columns

    When you create a bucket column, you define multiple categories (buckets) used to group report values. Like any other column in your report, you can sort, filter, and group by bucket columns.

    Resource:
    Categorize Data with Bucket Columns - https://help.salesforce.com/articleView?id=reports_bucke...

  • Creating Cross-Filters

    Use cross filters to include or exclude records in your report results based on related objects and their fields.

    Resource:
    Filter Across Objects with Cross Filters - https://help.salesforce.com/articleView?id=reports_cross_filters.htm&type=5

  • Creating Custom Report Types

    A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type.

    Resource:
    Create a Custom Report Type - https://help.salesforce.c...

  • Creating a Report Using a Custom Report Type

    Now that we have created a custom report type, we can now create a report that leverages it.

  • Historical Changes Reporting - Historical Trend Reporting vs. Reporting Snapshot

    You can analyze day-to-day and week-to-week changes in opportunities, cases, forecasts, and custom objects by using Historical Trend Reporting or Reporting Snapshots.

    Resources:
    Report on Historical Changes - https://help.salesforce.com/articleView?id=reports_historical_trending.htm&type=5
    Histo...

  • Reporting Snapshot Demo - Spring '20

    In this lesson, I create a custom object and a source report for a Reporting Snapshot. I then schedule the Reporting Snapshot to run.

  • Historical Trend Reporting Demo - Spring '20

    In this lesson I walk through creating a Historical Trend Report.
    Resource:
    Historical Trend Reporting Help Article - https://help.salesforce.com/articleView?id=reports_historical_concepts.htm&type=5

  • Sharing Model Impact on Reports

  • Adding the Sharing Button to Page Layouts to Determine Access to Records

    The Sharing button reveals who has access to records and why. This is a very helpful tool in troubleshooting record access and visibility issues you may encounter on the platform.

    We run through adding the Sharing button to the page layout utilizing the Enhanced Page Layout Editor as well.

  • Creating a Dashboard

    In this lesson, we work through the process of creating dashboards. Dashboards utilize an underlying source report and a dashboard component to visual represent that data from the source report. You can add multiple dashboard components to a dashboard. The dashboard components vary as far as avai...