PluralSight – Salesforce: Introduction to Reports and Dashboards 2026
English | Tutorial | Size: 146.89 MB
This course will teach you the absolute essentials behind Salesforce reporting and where you’ll reach its limitations.
What you’ll learn
Do you need to understand the basics of Salesforce reporting in your job? In this course, Salesforce: Introduction to Reports and Dashboards, you’ll learn to configure your own reports and dashboards. First, you’ll explore how lists within the Salesforce user interface can aid your daily workflow. Next, you’ll discover the built-in report builder that can be configured to filter data and display charts. Finally, you’ll learn how to quickly snap together Salesforce native dashboards for high-level monitoring. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce reporting needed to build your own reports and dashboards with confidence.
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