Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Analytics, Reports and Dashboards Introduction

Salesforce Certified Advanced Administrator - Part 3 • 1m 29s

Up Next in Salesforce Certified Advanced Administrator - Part 3

  • Custom Report Types

    In this lesson we work through creating a Custom Report Type.

    Resource:
    Create a Custom Report Type - https://help.salesforce.com/articleView?id=reports_defining_report_types.htm&type=5

  • Salesforce Report Formats

    In this lesson we review the four primary report formats available in Salesforce - Tabular, Summary, Matrix, and Joined.

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

  • 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.