Overview
In this lesson, you will learn about Reports and Dashboards in Salesforce. Reports help you analyze data by displaying it in a structured format, while Dashboards provide a visual representation of that data. Understanding how to create and customize these tools will enable you to make informed decisions and track your business performance effectively.
📚 Key Learning Objectives
- ✓ Identify different types of reports in Salesforce.
- ✓ Create a basic report using Salesforce.
- ✓ Customize report fields and filters.
- ✓ Design a dashboard to visualize report data.
- ✓ Share reports and dashboards with team members.
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