Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Up Next in Salesforce Certified Administrator - Lightning Experience - Part 4

  • 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...