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Coursera

Data Management, Reports, and Dashboards

LearnKartS via Coursera

Overview

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Welcome to the Data Management, Reports, and Dashboards course! The course is designed to equip Salesforce administrators and app builders with advanced skills and best practices necessary for effective data handling, reporting, and dashboard creation within the Salesforce platform. The course aligns with the structure of Salesforce Administrator Exam (ADM 201) and Platform App Builder (CRT 403) certification exam, This course requires a comprehensive knowledge of salesforce administration, and the Lightning application. By the end of this course you'll be able to: - Gain a foundational understanding of data management principles and best practices in Salesforce. - Learn techniques for importing and exporting data into and out of Salesforce using Data Loader and other tools. - Explore strategies for cleansing and maintaining high-quality data in Salesforce to improve data accuracy and reliability. - Master creating insightful reports in Salesforce to analyze business performance, track key metrics, and identify trends and patterns. - Learn how to create custom report types and format reports to present data clearly and meaningfully. - Discover how to build dynamic dashboards in Salesforce to visualize key metrics and KPIs, monitor business performance in real-time, and make data-driven decisions. - Explore the various components and design principles for building effective dashboards that engage users and drive action. This course includes videos, practical demos, readings, and quizzes to ensure a high-quality learning experience.

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.

Taught by

LearnKartS

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