Salesforce Data Management, Reports, and Dashboards

Overview

Master Salesforce Data Management, Reports, and Dashboards: A Visual Learning Experience. Want to convert raw data into valuable insights? This Salesforce App Builder training teaches administrators and app builders how to confidently manage data and create powerful reports and dashboards that drive business decisions. Through real-world use cases and practical demos, you'll explore best practices for importing, exporting, and cleansing data using tools like Data Loader. Learn how to maintain high-quality datasets that enable consistent and accurate reporting. You'll learn how to create dynamic and custom reports, as well as how to format data so that it's clear and actionable. Then, use interactive dashboards developed using effective layout principles and personalized components to maximize impact. This course, which is aligned with the ADM 201 and CRT 403 certification exams, teaches you how to translate data into decisions—both visually and strategically. By the end, you'll be able to shape business performance rather than simply creating reports. Enroll today and start creating data-driven experiences.

Syllabus

Salesforce Lightning Flow and Data Management

This module covers comprehensive training on Salesforce analytics and data management tools. By the end of this module, the learners will learn to create sample flows, schedule Lightning flows, and validate using screen flows.

Salesforce Reporting and Dashboards

This module covers the fundamentals of Salesforce reporting and dashboard creation. By the end of this learners will understand different report types, including custom report types and bucket fields, and explore various types of reports.