Overview
In this introduction to Reports and Dashboards in Salesforce, students will learn how to create and customize reports to analyze data effectively. They will explore the different types of reports and how dashboards can visualize key metrics. This foundational knowledge will help students make informed decisions based on data insights, enhancing their Salesforce skills for better business outcomes.
📚 Key Learning Objectives
- ✓ Identify different types of reports in Salesforce.
- ✓ Create a basic report using Salesforce tools.
- ✓ Customize report fields and filters for specific needs.
- ✓ Design a dashboard to visualize report data.
- ✓ Interpret dashboard metrics to support decision-making.
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