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

  • 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