Introduction to Report and Dashboard in Salesforce | Salesforce Training Videos | Learn Salesforce

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  • Опубліковано 11 гру 2024

КОМЕНТАРІ • 24

  • @SanjayGuptaTechSchool
    @SanjayGuptaTechSchool  2 роки тому

    Crack your Salesforce certification exams in as little as 2 weeks with saasguru. Enroll for Free Courses @ bit.ly/33jojUq

  • @vikaskewalramani1398
    @vikaskewalramani1398 4 роки тому +3

    I am preparing for my Admin Certification and your videos sure are helping me with this. thanks and please keep making such videos..

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  4 роки тому

      Sure. Keep learning, sharing and growing.

    • @hemayejju3308
      @hemayejju3308 3 роки тому

      @@SanjayGuptaTechSchool Hi Sanjay,i am still confused that which reports are useful in generating dashboards?is it summary or matrix

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 роки тому +1

      Both are useful.

    • @PrernaGupta128
      @PrernaGupta128 2 роки тому

      mai bhi admin ki preparing kar rhi hu kiya ap mujhe smjha sakte hain bhyya plz share your numbe?

  • @DianaSN
    @DianaSN Рік тому +1

    ur doing great help for many but if u provide some hands on it will be a great thing

  • @shobhitarawlani6088
    @shobhitarawlani6088 Рік тому

    Hi Sanjay, I have been watching your UA-cam videos and I must say, YOU are truly helping many aspirants like me. I have a doubt , there hs been a question on internet having multiple correct answers- please refer- How can a new System Administrator quickly provide access to
    adoption reports and dashboards for managers?
    Can you please confirm its answer. Also, can u please recommend one true source for giving practise tests with solution explanation for Admin certification.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  Рік тому +1

      Thank you!
      Admin can share report with user who is manager. In the reports playlist there is a videos which show it.
      You can rely on trailhead practice test and focusonforce is also a good source.

    • @shobhitarawlani6088
      @shobhitarawlani6088 Рік тому

      @@SanjayGuptaTechSchool thanks for your reply. I came across a question from practise test and that was my question to you. - Question was- How can a new System Administrator quickly provide access to adoption reports and dashboards for managers?
      Options are -
      1- Log a case to Salesforce Support.
      2- Use the Salesforce Auto-Report Builder.
      3- Build reports and dashboards.
      4- Search the AppExchange for free adoption report apps.
      The salesforce expert has said that option 2 is correct- Use the Salesforce Auto-Report Builder.
      On the contrary, on trailhead, the same question has a different answer - The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done?
      A
      BUILD REPORTS AND DASHBOARDS.
      Correct. Building all the reports and dashboards would take longer than using the Salesforce Adoption Dashboards app from the AppExchange.
      B
      USE THE SALESFORCE AUTO-REPORT BUILDER.
      Incorrect. The report builder does not auto generate reports.
      C
      SEARCH THE APPEXCHANGE FOR FREE ADOPTION REPORT APPS.
      Incorrect. Salesforce Adoption Dashboards app can be found on the AppExchange.
      D
      LOG A CASE TO SALESFORCE SUPPORT.
      Incorrect. Salesforce support is not needed.access to sales reports and dashboards. How can this be done?
      Are these two questions different ??

  • @amitabhbisht5434
    @amitabhbisht5434 Рік тому

    if System admin share the records through manual sharing to standard user profile, so standard user have access to delete the records or not , that records system admin shared with standard user profile ?

  • @DilipSingh-yb5bz
    @DilipSingh-yb5bz 3 роки тому +1

    Hi Sanjay,
    Your videos are really helpful. Could you provide all these ppt slides so that they can be used for doing quick revision. If u don't mind.

  • @konkalaedanna7845
    @konkalaedanna7845 Рік тому

    Thank you!

  • @manishshaw2393
    @manishshaw2393 2 роки тому

    HI thanks for the video...........can you help with ...,......How can i create a report with multiple fields of a same custom object in pie chart/tabular for a single record

  • @jeevanigubbala1922
    @jeevanigubbala1922 3 роки тому

    Hi Sanjay...is there a way to achieve column filters in a table in Sales Force without Lightning Web Component

  • @pablovazquez8646
    @pablovazquez8646 3 роки тому

    Hi I need a formula where I can get the % of accounts in active / other status

  • @tdiwakara4011
    @tdiwakara4011 4 роки тому

    Hi Sanjay sir,
    Do we have videos on data loader and work bench

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  4 роки тому

      No right now not but soon will make some.

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  4 роки тому

      Hi
      To become Salesforce MVP nominations are open. Could you please nominate me if my UA-cam Videos helped you in Salesforce journey.
      Here is the link to fill nominations:
      nominations.salesforcemvps.com/s/
      My Details are:
      Twitter - @techSanjayGupta
      Trailhead: trailblazer.me/id?uid=sgupta2203&cmty=trailhead
      LinkedIn - www.linkedin.com/in/sanjay-gupta-bb2a79bb
      youtube link:
      ua-cam.com/users/SanjayGupta_TechSchool
      And website link:
      www.StudySalesforce.com
      Thanks in Advance!

  • @vinaygoud5497
    @vinaygoud5497 3 роки тому

    Sir Is it similar in classic

    • @SanjayGuptaTechSchool
      @SanjayGuptaTechSchool  3 роки тому

      Watch this playlist for understanding reports in both classic and lightning.
      ua-cam.com/play/PL-gW8Fj5TGrpkht02s_1wXNgj3GrA5c5P.html

  • @Kings238
    @Kings238 Рік тому +1

    😘