Visualize your Salesforce data for more powerful insights. Learn how to create dashboards in Salesforce.
- [Instructor] Hi, I'm Christopher Matthew Spencer and welcome to Salesforce creating dashboards. In this course, we'll be exploring how to develop meaningful visual dashboards within Salesforce. We'll be covering key topics such as data quality, dashboard component types and using the drag and drop dashboard builder. I'll explain how to develop dashboard charts like a pro. I'll share how to boost performance of your dashboard, format dashboards for clarity and help provide greater team insights and I'll discuss time tested practices used by top administrators including adding dashboard filters, performing drill downs and limiting data displayed in dashboards.
I've designed this course to help you work smarter with Salesforce dashboards, provide exceptional value to your team and streamline the dashboard development process. With that in mind, let's get started.
- Capturing quality data
- Working with dashboard folders
- Selecting different chart types
- Using dashboard filters
- Limiting data visibility with the Salesforce role hierarchy