1 : How to Create Reports in Salesforce with Step by Step Process | Salesforce Reports Series скачать в хорошем качестве

1 : How to Create Reports in Salesforce with Step by Step Process | Salesforce Reports Series

🔥 Master Salesforce Reports in Lightning Experience! 🔥 ‪@salesforce‬ Want to analyze data effectively in Salesforce? In this step-by-step tutorial, you’ll learn how to build reports in Salesforce Lightning Experience from scratch. 📌 In this video, we’ll cover: ✅ How to create a report in Salesforce ✅ How to apply filters to refine data ✅ How to group and summarize report data ✅ How to add charts for better data visualization Link to the csv file : https://drive.google.com/file/d/1pWDH... 💡 Problem Statement: Imagine you're a sales analyst at EduPro Academy, and you need to track student enrollments, revenue, and instructor performance. We’ll create a Course Enrollment Report to gain insights into revenue and course popularity. 👨‍💻 Topics Covered: 🔹 Creating a Report in Salesforce 🔹 Adding & Removing Columns 🔹 Grouping & Summarizing Data 🔹 Applying Filters for Better Insights 🔹 Adding Charts for Visual Representation 📊 Bonus Challenge for You! 📝 Your manager at EduPro Academy wants a report on Total Revenue per Instructor for the last 6 months. Can you build it? Try it and comment below! 🔹 Challenge Instructions: ✔ Report Type: Course Enrollment ✔ Filters: Completed & Paid Enrollments (Last 6 Months) ✔ Group By: Instructor Name ✔ Summary: SUM of Course Fee ✔ Chart: Bar Chart - Instructor vs Revenue ✔ Save As: Instructor Revenue Analysis 🚀 Like, Share & Subscribe for more Salesforce tutorials! 🔔 Turn on notifications to stay updated on new videos. 💬 Have questions? Drop them in the comments! 📺 Watch the Full Playlist 🔗    • Channel Intro | Announcement of New Series...   🔗 Useful Links 🌐 Visit My Website: https://sk-daud-hassan-dev-ed.develop... 🤝 Connect With Me:   / skdaudhassan   📌 *Timestamps:* 0:00 - Introduction to Salesforce Reporting 0:16 - Why is reporting important? 0:28 - What you will learn in this video 0:37 - Problem Statement: EduPro Academy Scenario 1:11 - Custom Object & Fields Overview 1:24 - Important Tip: Enable "Allow Reports" 1:31 - Step 1: Creating a Report 1:38 - Navigating to the Reports Tab 1:46 - Creating a New Report 1:53 - Selecting the Report Type 2:00 - Step 2: Adding & Removing Columns 2:04 - Keeping the Report Clean & Focused 2:10 - Adding Key Fields (Student Name, Course Name, Instructor Name, Course Fee, Payment Status) 2:49 - Removing Unnecessary Columns 2:58 - Step 3: Grouping & Summarizing Data 3:07 - Grouping Data by Course Name 3:14 - Summarizing Data: Calculating Total Revenue per Course 3:28 - Step 4: Applying Filters 3:32 - Accessing the Filters Panel 3:53 - Applying Filters (Status: Completed, Payment Status: Paid) 4:11 - Filtering by Enrollment Date (Last 6 Months) 4:56 - Adding Enrollment Date to the Report Columns 5:04 - Reviewing Filtered Data 5:14 - Step 5: Adding a Chart for Visualization 5:21 - Selecting a Chart Type (Bar Chart: Course Name vs Revenue) 5:33 - Customizing the Chart 6:03 - Understanding Course Revenue Insights 6:12 - Saving & Running the Report 6:36 - Summary & Final Thoughts 6:43 - Bonus Challenge: Instructor Revenue Analysis Report 7:10 - Encouragement to Experiment with Filters & Groups 7:22 - Call-to-Action: Like, Subscribe & Stay Tuned for More! 7:33 - Thank You & See You in the Next Video 🚀 #Salesforce #SalesforceReports #salesforcedevelopers #salesforceadmin