29- Reports & Dashboards for Lightning Experience | Salesforce Administrator
🚀 Welcome to Yalla Salesforce! In this video (Episode 29), we explore Lightning Reports & Dashboards and how to analyze, visualize, and secure your Salesforce data like a pro. https://trailhead.salesforce.com/cont... 🎯 Perfect for: Salesforce Admins aiming to master reporting tools Business Analysts creating visual dashboards Beginners seeking hands-on experience with Salesforce data 📌 What You’ll Learn: 📊 Understanding standard vs. custom Report Types and how to build them 🛠️ Navigating the Report Builder: filtering, grouping, formulas & charts 📁 Organizing and sharing Report & Dashboard Folders securely 📉 Building Dynamic Dashboards and understanding running user security 📐 Using filters, cross filters, row limits, and filter logic effectively 📚 Practical hands-on: building tabular, summary, and matrix reports 🧩 Adding reports to dashboards and enabling dashboard-level filters 📌 *Timestamps*: 00:00 – Get to Know Lightning Reports and Dashboards 25:36 – Create Reports with the Report Builder 31:00 – Filter Your Report 39:30 – Format Your Report 46:50 – Visualize Your Data with the Lightning Dashboard Builder 🚀 Related Playlists: Salesforce Beginners Series • Salesforce Beginners Series | English 🔗 Follow Us for More Salesforce Insights: LinkedIn: [ / yalla-salesforce ] LinkedIn: [ / bassem-ismaiel ] Trailhead: [https://www.salesforce.com/trailblaze...] Trailhead: [https://www.salesforce.com/trailblaze...] #Salesforce #ReportsAndDashboards #LightningExperience #YallaSalesforce #Trailhead #CRMAnalytics #SalesforceAdmin #DataVisualization #DynamicDashboards #UserPermissions #FilterLogic #Chatter #FolderSharing #Trailblazer #SalesforceTraining #SalesforceBeginners #DataAnalytics
