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Create Reports with the Report Builder | Trailhead / Salesforce. Umesh Lad. 751 subscribers. Subscribed. 11K views 8 months ago Salesforce/Trailhead. Reports & Dashboards for Lightning...
- 4 min
- 12,1K
- Umesh Lad
- Learning Objectives
- Ready to Get Hands-On with Reports and Dashboards?
- Create A Report
- Resources
After completing this unit, you'll be able to: 1. Use the drag-and-drop report builder. 2. Explain what you can do on the Outline tab, Filter tab, and Fields panel in the report builder. 3. Save and run your first report.
Create a new Trailhead Playground now to follow along and try out the steps in this module. Scroll to the bottom of this page, click the playground name, and then select Create Playground. It typically takes 3–4 minutes for Salesforce to create your Trailhead Playground. You also use the playground when it's time to complete the hands-on challenges...
Lance Park, another sales rep at Ursa Major Solar, wants to learn more about his accounts. Let’s help him out by creating an Accounts report. 1. In your Trailhead Playground, click the App Launcher and go to Reports. 2. Click New Report. 3. Select the Accounts report type. When you choose a report type, you select the records and fields you’re able...
Salesforce Help:Reports and Dashboards OverviewSalesforce Video Series:Get Started with Lightning Experience Reports and Dashboards25 de jan. de 2022 · Reports & Dashboards for Lightning Experience Module is a part of Admin Beginner Trail. Admin Beginner Trail Link - https://trailhead.salesforce.com/en/c... #salesforce #trailhead...
- 5 min
- 92,6K
- Your Codding Buddy
Explain the value of using filters, cross filters, and filter logic. Create a tabular report. -------------------------------------------------------------- #istampers #salesforce #trailhead #...
- 7 min
- 16,2K
- ISTAMPERS
2 de jun. de 2022 · The Salesforce report builder is an advanced tool that incorporates drag-and-drop features to make the reporting process in companies quicker and easier. After building a report, you can customize and filter the data included and then export the report to other members of the company.
Lightning Report Builder is a powerful and intuitive tool for analyzing your Salesforce data. Group, filter, and summarize records to answer business ques...
Create Reports with the Report Builder. ~25 mins. Filter Your Report. ~25 mins. Format Your Report. ~25 mins. Visualize Your Data with the Lightning Dashboard Builder. ~25 mins. ~1 hr 50 mins. Available on these trails. Get Started with Lightning Experience. Learn CRM Fundamentals for Lightning Experience.
