Reports & Dashboards | Custom Report Types | Share and Schedule | Ep 12
Рет қаралды 98,751
Күн бұрынCreate Reports Salesforce Lightning. In Episode 12, we will cover the following topics.
0:00 Introduction
1:53 Report Types
3:56 What is Report
4:30 Type of Reports
6:02 Create a report Demo (Table)
24:51 Create report folder
35:38 Create custom report Type
49:45 Things to Remember
53:06 create Dashboard in Salesforce
58:30 Share reports & Dashboards
1:04:40 Schedule Report & Dashboards
1:12:25 Filter Report via URL Parameters
1:19:32 Mini Project
Report Types
Standard & Custom Report Types
Dashboards
Share and Schedule Dashboard
Q & A
www.apexhours.com/reports-dash...
Please check complete playlist here
• What is Salesforce | I...
Here is more detail about our program
www.apexhours.com/automating-b...
@mehmetyesilbas6334 Жыл бұрын
Great step by step guide. Thanks for such a perfect presentation.
@Bursted15 4 жыл бұрын
Great video, good refresher and learned some new things
@apexhours 4 жыл бұрын
We are glad that you liked it
@tejashulle5142 2 жыл бұрын
Thank you so much team for all the great and wonderful sessions, as i am beginner to Salesforce it was great experience for me and because of you guys my interest in Salesforce is increased and got confidence. i have no words to explain your efforts.just want to say thank you so much.
@apexhours 2 жыл бұрын
Our pleasure! Please help us to spread the words.
@praveenkethireddy4040 2 жыл бұрын
I just completed watching all the 12 videos and it was very useful and helpful. Planning to get Admin certification by end of Jan 2022. I am an Oracle ERP architect in US making a switch to SFDC soon since we recently implemented Service Cloud for support. Thanks Jigar, Amit and each and everyone who was part of this training.
@apexhours 2 жыл бұрын
Best of luck! Dont forget to attend our Service Cloud Training
@TheAyya1234 4 жыл бұрын
Excellent Video !
@apexhours 4 жыл бұрын
We are glad its helped you.
@janac7510 4 жыл бұрын
Nice, Thanks for sharing.
@apexhours 4 жыл бұрын
I hope this will help you
@deepakr9120 2 жыл бұрын
Thanks for tthese lovely sessions, really learned a lot 😀
@apexhours 2 жыл бұрын
You're very welcome!
@satishakumar1073 3 жыл бұрын
Great tutorial on reports and dashboards
@apexhours 3 жыл бұрын
Glad you like them! Keep watching and help us to spread the word
@TheMoneyMakingMentor 3 жыл бұрын
Very good and easy to understand lesson.
@apexhours 3 жыл бұрын
Glad you think so!
@sheebathomas6488 2 жыл бұрын
Such an informative session👍
@apexhours 2 жыл бұрын
Glad you liked it
@vijaytha 2 жыл бұрын
Great video quality! Thanks for the providers/educators. Is this series enough for writing admin exam or should I watch all videos from the official salesforce trailhead too??
@soniyaagupta9732 3 жыл бұрын
Thank You Amit,
@apexhours 3 жыл бұрын
Glad you like it
@freelancpro1127 4 жыл бұрын
Can you please share a video on how to create un managed package and how to copy data & meta data and upload the package. thanks heaps
@rimskirimski 2 жыл бұрын
Great Video! How to create a simple two sales periods percentage % increase/decrease formula?
@apexhours 2 жыл бұрын
means
@arvindrasinghlodhi7698 4 жыл бұрын
Hello Sir, I am facing issue to pull report for sub fields. total i m getting but unable to pull full report. Please advise
@wana9779 2 жыл бұрын
This is very helpful thank you. I have question, in my dashboard I don’t have the option share and subscribe. Do you why and how can I have it please?
@akshatgoyal9825 4 жыл бұрын
please upload a video on "Lightning Experience Reports & Dashboards Specialist Superbadge".
@apexhours 4 жыл бұрын
We will try
@abhisheknagesh5673 4 ай бұрын
Can we calculate mileage (Km travelled per day) by the field staff
@soniyaagupta9732 3 жыл бұрын
Please also share the report to capture the the stage time taken by an opportunity to travel from create date to close date , velocity report
@apexhours 3 жыл бұрын
This session is to teach how to work on report and how create. Specific client specific reports we will try in future sessions.
@sujathasenthilkumar1327 3 жыл бұрын
sir is this playlist enough for passing in salesforce admin certification?
@apexhours 3 жыл бұрын
It cover most of the topic but I will suggest check Exam guide as well
@sujathasenthilkumar1327 3 жыл бұрын
@@apexhours ok done thank you sir !!
@prudhvisreeattipatla7512 3 жыл бұрын
This 12 sessions is enough for sales force admini
@apexhours 3 жыл бұрын
This 12 session are good to start but if you want to learn more then check this Advance Admin playlist. kzfaq.info/sun/PLaGX-30v1lh306MezeGySjhD37hReBv42
@saadisaad9759 2 жыл бұрын
Just wasted about 2 weeks from learning trailheads.....Its OK for how know with trailheads but you guys have sessions on some actual scenarios That's really need to understand....So now just following you
@apexhours 2 жыл бұрын
Glad it helpfull. Keep watching
@saadisaad9759 2 жыл бұрын
@@apexhours Is there any tutorial creating Business Kpis i.e. tracking user progress from opportunity to lead conversion and display all in dashboard?
@priyankawalunj4868 Жыл бұрын
Share option must be enabled for reporting 2.o trascript report including within dashbord
@ramyan6355 2 жыл бұрын
When click open new record in report then redirect new tab in same app..how to do?
@apexhours 2 жыл бұрын
same app means ? New Tab?
@ramyan6355 2 жыл бұрын
@@apexhours yes I mean open client record from citigold report in sales console, client record is opened within the sales console tab instead of new browser tab
@joannaskitchen4276 3 жыл бұрын
Is it possible to include the chart when exporting report?
@zainebahmed3498 4 жыл бұрын
Are these classes ( with trailhead) sufficient to pass the Salesforce admin certification test ?
@apexhours 4 жыл бұрын
That will he;p you for sure
@tiffanytallar1249 3 жыл бұрын
I'd get focus on the force too.
@rosalinpanda1773 Жыл бұрын
Closedlost is. 4 and closedlost is 126 feeling confused 😕
@gauravbhardwaj5374 4 жыл бұрын
why dont u explain static and dynamic dashboards. how can u miss such a important topic
@apexhours 4 жыл бұрын
Its really difficult to explain everything within 1 hr session. We will include that in upcoming sessions.
@gauravbhardwaj5374 4 жыл бұрын
@@apexhours Please make sessions on the Lighting web COMPONENTS. It's hot in the market. Please put video
@apexhours 4 жыл бұрын
@@gauravbhardwaj5374 Thanks for feedback. We have one great playlist of LWC. kzfaq.info/get/bejne/gbF-eNOBtZy6ZKc.html
@gauravbhardwaj5374 4 жыл бұрын
@@apexhours Pl guide. I am working as admin . Now starting to learn lighting . I should learn Aura or Lwc
@apexhours 4 жыл бұрын
@@gauravbhardwaj5374 Trust me you should learn both. Its depend on project to project. You will still find lots of Aura code in most of the salesforce org. But Yes LWC is future.
@aravindkumar6051 3 жыл бұрын
Greatly disappointed.... No structure in teqching...... Appreciate the thought of making these videos for free..... But that gets really appreciated.... If the videos were made with some structure......so that audience would undersatnd. But there is no point uploading videos for free, if we don't understand..!
@apexhours 3 жыл бұрын
Thank you so much for your feedback. We will take care that in future. Your feedback is valuable for us. If you can provide some more information to improve we would love to do that.
Salesforce Apex Hours
Рет қаралды 32 М.
Salesforce Apex Hours
Рет қаралды 42 М.
Salesforce Support
Рет қаралды 48 М.
Ashfaq Mohammed
Рет қаралды 10 М.
Salesforce Apex Hours
Рет қаралды 26 М.
edureka!
Рет қаралды 96 М.
Salesforce Apex Hours
Рет қаралды 200 М.
Salesforce Apex Hours
Рет қаралды 63 М.