Analytics - Reports and Dashboards
  • Course Introduction - Analytics - Reports and Dashboards
  • General Housekeeping Items as We Get Started
  • Creating a Report
  • Customizing a Report
  • Installing Reports via the AppExchange
  • Report Formats Overview
  • Creating a Tabular Report
  • Creating a Summary Report
  • Creating a Matrix Report
  • Create a Joined Report
  • Changing a Report Format and What Happens
  • Adding a Chart to a Report
  • Summary Formulas
  • Summarizing Data in Reports
  • Subscribing to Reports
  • Categorizing Data with Bucket Columns
  • Creating Cross-Filters
  • Creating Custom Report Types
  • Creating a Report Using a Custom Report Type
  • Historical Changes Reporting - Historical Trend Reporting vs. Reporting Snapshot
  • Sharing Model Impact on Reports
  • Adding the Sharing Button to Page Layouts to Determine Access to Records
  • Creating a Dashboard
  • Modifying Dashboards
  • Dashboard Components and Component Types
  • Setting Decimal Precision in Dashboards
  • Dynamic Dashboards and Running Users
  • Subscribing to Dashboards
  • Adding a Dashboard to the Home Tab
  • Adding a Home Tab to a Lightning App
  • Dashboard Filters
  • Conditional Highlighting in Reports and Dashboards
Workflow / Process Automation
  • Workflow / Process Automation Introduction
  • Creating Workflow Rules
  • Creating Immediate Workflow Actions
  • Creating Time-Based Workflow Actions
  • Process Automation Settings
  • Time-Based Workflow Queue
  • Working With and Closing Tasks
  • Creating Email Templates
  • Creating Email Alerts
  • Creating Outbound Messages
  • Approval Processes
  • Reassigning an Approval Process
  • Creating a Process Using the Process Builder
  • One Process Per Object Design Pattern
  • Editing a Process
  • Trust.Salesforce.com
  • Creating Flows with the Flow Builder
  • Installing Flows via the AppExchange
  • Which Automation Tool to Use
  • Einstein Next Best Actions
Desktop and Mobile Administration
  • Desktop and Mobile Administration Introduction
  • Mobile Quick Start Wizard
  • Global Actions
  • Object Specific Quick Actions
  • Configuring Actions on Page Layouts
  • Salesforce Mobile Apps
  • Salesforce Lightning for Outlook Installation and Synchronization
AppExchange
  • AppExchange
  • Bonus - Coupons and Free Courses