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Salesforce Certified Administrator Part 4 - Lightning ADX201
Analytics - Reports and Dashboards
Course Introduction - Analytics - Reports and Dashboards (4:19)
Creating a Report (2:47)
Customizing a Report (5:06)
Installing Reports via the AppExchange (9:47)
Reports Format Overview (1:27)
Creating a Tabular Report (1:46)
Creating a Summary Report (1:18)
Creating a Matrix Report (2:25)
Creating a Joined Report (3:08)
Changing a Report Format and What Happens (3:22)
Adding a Chart to a Report (1:39)
Summary Formulas (3:14)
Summarizing Data in Reports (2:46)
Subscribing to Reports (2:15)
Categorizing Data with Bucket Columns (4:21)
Creating Cross-Filters (3:52)
Creating Custom Report Types (8:32)
Creating a Report Using a Custom Report Type (4:13)
Historical Changes Reporting - Historical Trend Reporting vs. Reporting Snapshots (6:21)
Sharing Model Impact on Reports (8:15)
Adding the Sharing Button to Page Layouts to Determine Record Access (7:16)
Creating a Dashboard (6:44)
Modifying Dashboards (4:44)
Dashboard Components and Component Types (7:02)
Setting Decimal Precision in Dashboards (2:30)
Dynamic Dashboards and Running Users (5:19)
Subscribing to Dashboards (3:00)
Adding a Dashboard to the Home Tab (5:09)
Adding a Home Tab to a Lightning App (2:15)
Dashboard Filters (2:21)
Conditional Highlighting in Reports and Dashboards (2:24)
Workflow / Process Automation
Workflow / Process Automation Introduction (1:05)
Creating Workflow Rules (5:47)
Creating Immediate Workflow Actions (12:14)
Creating Time-Based Workflow Actions (3:17)
Process Automation Settings (2:53)
Time-Based Workflow Queue (6:58)
Working With and Closing Tasks (1:32)
Creating Email Templates (10:44)
Creating Email Alerts (8:48)
Creating Outbound Messages (6:25)
Approval Processes (12:44)
Reassigning an Approval Process (2:02)
Creating a Process Using the Process Builder (14:37)
One Process Per Object Design Pattern (5:40)
Editing a Process (7:23)
trust.salesforce.com (7:05)
Creating Flows with the Flow Builder (9:26)
Installing Flows via the AppExchange (10:02)
Which Automation Tool to Use (5:52)
Einstein Next Best Actions (3:02)
Desktop and Mobile Administration
Desktop and Mobile Administration Introduction (0:59)
Mobile Quick Start Wizard (6:28)
Global Actions (4:05)
Object Specific Quick Actions (3:22)
Configuring Actions on Page Layouts (6:31)
Salesforce Mobile Apps (3:29)
Salesforce Lightning for Outlook Installation and Synchronization (14:35)
AppExchange
AppExchange (7:38)
Changing a Report Format and What Happens
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