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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-report-and-dashboard/
课程评论:没有评论
课程名称:Salesforce Lightning 报告和仪表板 课程概述:此课程独特之处在于同时涵盖经典和 Lightning 报告与仪表板。 "Salesforce Lightning 报告和仪表板" 课程旨在深入帮助参与者了解如何利用 Salesforce 强大的报告和仪表板工具,特别是在 Lightning 界面中应用。这门课程适合 Salesforce 管理员、商业分析师,以及任何负责在组织内生成和分析数据驱动见解的人员。 在课程中,参与者将学习如何创建、定制和管理报告与仪表板,以满足各种业务需求。课程内容包括 Salesforce 报告的基本知识,涵盖不同类型的报告、报告格式,以及如何有效使用筛选器和分组以组织数据。此外,参与者还将探索高级报告功能,如交叉筛选、联合报告和自定义报告类型。 除了报告,课程还深入讲解仪表板的创建和定制。参与者将学习如何设计既美观又信息丰富的仪表板,以提供关于关键绩效指标(KPI)和业务指标的实时见解。课程将阐述选择合适的仪表板组件、设置动态仪表板以及与不同用户群体共享仪表板的最佳实践。 整个课程将通过实践练习和真实案例来增强学习效果,确保参与者能够在实际场景中应用他们的新技能。至课程结束时,参与者将掌握如何创建强大的报告和仪表板,从而推动明智的决策并提升业务绩效。课程从基础到高级层面全方位覆盖每个概念,确保学员在报告和仪表板方面达到精通。整个过程中,我将与您同行,支持您的学习之旅,直至您成为 Salesforce 报告和仪表板的专家。
This is one unique course that covers both classic and lightning reports & dashboards.The "Salesforce Lightning Report and Dashboard" course is designed to provide participants with an in-depth understanding of how to leverage Salesforce's powerful reporting and dashboard tools within the Lightning Experience. This course is ideal for Salesforce administrators, business analysts, and anyone responsible for generating and analyzing data-driven insights within their organization.Throughout this course, participants will learn how to create, customize, and manage reports and dashboards to meet various business needs. The curriculum covers the fundamentals of Salesforce reports, including the different types of reports, report formats, and how to use filters and groupings to organize data effectively. Participants will also explore advanced reporting features such as cross filters, joined reports, and custom report types.In addition to reports, the course delves into the creation and customization of dashboards. Participants will learn how to design visually appealing and informative dashboards that provide real-time insights into key performance indicators (KPIs) and business metrics. The course will cover best practices for selecting the right dashboard components, setting up dynamic dashboards, and sharing dashboards with different user groups.Hands-on exercises and real-world scenarios will be used throughout the course to reinforce learning and ensure participants can apply their new skills in practical situations. By the end of the course, participants will be equipped with the knowledge and skills to create powerful reports and dashboards that drive informed decision-making and enhance business performance.This course designed from scratch with taking care each and every concept to make you mastery in report & dashboard. Every thing discussed with live implementation of multiple scenarios covering from basic to advanced levels.This course includes important topics such as the use of reports and dashboards, AppExchange, and Security and access applications, and many more.Most importantly, I will work with you throughout this course journey to support you till you become a master in Salesforce reports and dashboards.