Create Reports Salesforce Lightning | Full Tutorial

Create Reports Salesforce Lightning | Full Tutorial | 2022

Рет қаралды 67,036

Жыл бұрын

Need Help With Salesforce? Check Out - www.crmcrew.com/
In this video I explain how to create custom reports in Salesforce Lightning.
Email: info@crmcrew.co.uk
Telephone: 01494 256996
Personal LinkedIn: www.linkedin.com/in/nick-boardman
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CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our KZfaq channel.

Пікірлер: 53

@Budinky Жыл бұрын

Finally, found the best explanation for Reports! Thank you so much!

@RAMESHRATHOD-js9kc 4 ай бұрын

Excellent demonstration! Thank you Nick💌

@bencorley8687 11 ай бұрын

I'd be lost without you in Lightning. Thanks for all the help.

@NickBoardman 11 ай бұрын

Hahahah my pleasure!

@savleenkaur7285 4 ай бұрын

Thanks Nick! Your videos are way easy to understand with simple explanation.

@Austinechi45 10 ай бұрын

Thank you very much Nick for this wonderful tutorial

@user-lo8tb7ol4k Жыл бұрын

Amazing tutorial. keep teaching us Nick.

@paddiesnyder5104 2 ай бұрын

Excellent demonstration - Thank you this helped so much

@Giankarlo72 Жыл бұрын

Excellent demonstration! Thank you very much!

@NickBoardman Жыл бұрын

Glad it was helpful!

@chloeshoobridge5297 Жыл бұрын

Super super helpful! Thank you

@amitb1574 Ай бұрын

Thank you very much for this guide

@navaneethkumar2368 11 ай бұрын

Thanks Nick, let me tell you that your video was one of the most simple one to understand, I have seen a few videos but non of those were so much illustrative and easy to understand. thanks.

@NickBoardman 11 ай бұрын

Wow, thanks for the kind comment! I am glad the video helped :)

@Bernard_shang 10 ай бұрын

Thank you very much Nick

@sandyg259 Жыл бұрын

Excellent video - very helpful!

@NickBoardman Жыл бұрын

My pleasure Sandy!

@TheGreatestHeroEver 2 ай бұрын

amazing video as always, Nick. Thank you so much!

@NickBoardman 2 ай бұрын

My pleasure 🫡

@AREntertainmentCreations 23 күн бұрын

Very useful. Thank you sir.

@tommyreece5876 Жыл бұрын

excellent overview

@RodinaKhaled-zq2nm Жыл бұрын

Thank you it was great

@dtwow98 Жыл бұрын

Thanks! Question... how do you add a field/column that is only available in a different report type than the one you are creating?

@patrickelisabeth5988 6 ай бұрын

Hello Nick, that's the video we should expect from Salesforce to be able to be familiar quickly with the process. 40 minutes which allows you to understand salesforce methodology.

@homeoffice9074 5 ай бұрын

Super helpful 😊

@AdityaKumar-bf2rn Жыл бұрын

Nice content thanks Nick👍🏻👍🏻

@NickBoardman Жыл бұрын

Thanks for the kind comment Aditya!

@nilvanaposso1611 Жыл бұрын

Amazing lesson

@NickBoardman Жыл бұрын

Thanks Nilvana!

@JeffMills-uq6dc 10 күн бұрын

Great presentation Nick. How do you build your dashboard with the saved reports you have created?

@mary94110 Жыл бұрын

Thank you Nick, this was helpful. Probably a dumb question, but our SF entries are not is not very robust nor has all fields completed. If we just want to run a report of contacts that had some activity (eg comments and tasks completed within the contact) for last 2 years, what field would that be? thanks! Mary

@gayathrij9098 Жыл бұрын

Hi Nick, can we change the field/ column names at the report level. If yes how? Your reply will be helpful for me.

@Will-ck7hi 2 ай бұрын

Are there any recommendations for helpful reports that can be directly applied to bulk matches and fuzzy logic when improving the data hygiene?

@DanielDenis-SmartFlower 9 ай бұрын

Excelent video, thank you!

@NickBoardman 9 ай бұрын

Glad you enjoyed it!

@DanielDenis-SmartFlower 9 ай бұрын

@@NickBoardman I absolutely did - as well as the general Salesforce Introduction one! Subbed and will check our your other content along the way : )

@user-tf5nj5oj3m 9 ай бұрын

Hi Nick, Thanks! why is it not possible to add a grafic chart to a report?

@sammiepittman3130 Ай бұрын

is there a way to generate tables for a powerpoint for sales force?

@sammickable Ай бұрын

Hi Nick, by any chance do you know how salesforce defines the "Probability" field? Thanks!

@alejandrojoseromero7530 6 ай бұрын

Hi Nick, what platform you suggest to get a certification on Salesforce? Ty.

@shubhamkolekar5547 2 ай бұрын

Can we add multiple charts in the report of salesforce lighting? Also can we add multiple totals in the report to have seperate filters for each total in Salesforce reports like we can do in Power Bi or Tableau? For eg : Total Records only show the records for filtered values, what if we want to show the total without any filters when we run the report, can we do that?

@MarecrisClores 11 күн бұрын

Hi Nick! How would I get the data of all existing customer in salesforce and export it to excel file?

@sonnygonzalez-sz5nu 4 ай бұрын

How do you pull sales information by rep who confirmed the deal like in solar

@aparnakalle8065 Жыл бұрын

can you rename a report column?

@RamonIsamtz Ай бұрын

Hello Nick, how can I filter a list of opportunities SCRM Id's from a report. I have a list of 15k opportunities But I only want the details for 500 of them.

@lauranova3705 4 ай бұрын

Hi Nick, do you offering tutoring for Salesforce? I just started a new job that requires me to learn it and I have no idea what I'm doing.

@RichPortQueen Ай бұрын

Hows it working out for you?

@sarathm3281 Жыл бұрын

How to make the reports visible to others?

@layees.msheriff7489 Жыл бұрын

What's the name of the software you are using?

@ainnesiddiqui9311 6 ай бұрын

Can anyone please guide me, I am using free trial application and many objects like " Case and opportunity" are not appearing at home so i am not able to create flow.

@michaelhagans965 2 ай бұрын

When you say "not appearing at home" do you mean you do not see the tabs for those objects?