Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Creating Reports in Salesforce

Salesforce Certified Platform App Builder • 7m 25s

Up Next in Salesforce Certified Platform App Builder

  • Creating Joined Reports in Salesforce

    In this lecture, I show you how to create a basic Joined Report.

  • Creating Custom Report Types

    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.

  • Lightning Experience Charts

    In this lecture, I show you different types of Lightning Experience charts. We discuss where Lightning Charts may be viewed. We also discuss the Kanban Board, which is available for Lead and Opportunity List views that are filtered to include records of just one record type.