Learn How To Use Reports & Dashboards in Salesforce



This topic has been known to make many business professionals cringe & cry.
Believe it or not, building reports and dashboards in Salesforce is really not that difficult nor should it be perceived as intimidating.
Heck, if your colleagues are clueless on creating reports and dashboards in Salesforce, you can take one of two approaches with this posting.
You can either:
  • Secretly bookmark this post, learn the materials, and become the resident superhero in the office, building reports and dashboards to impress; or
  • Share this post with your colleagues, explaining that after consuming these materials they're officially out of excuses and they are expected to create their own reports and dashboards without waiting for others to do it for them. (Ouch, ok, that sounds a bit harsh).
I believe that you will find these resources incredibly useful to elevate the baseline of knowledge within your organization, empowering every Salesforce user to create their own reports & dashboards.
Nearly all of the content provided below was created by Salesforce.
Having been responsible for training Salesforce users for the past 6+ years, I am constantly curating content that I find online to help new users. This allows me to share the same content in various other formats for your convenience and education.
Reports and Dashboards - Sales Cloud Demo
Getting Started w Report Builder 
Dashboard Overview
Reports & Dashboards for Dummies
Hands on Training: Getting Started w Reports and Dashboards
Custom Formulas in Reports
Did I miss anything? If so, please let me know in the comments below.
Happy Learning!

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About the author: David Giller

David Giller a Salesforce Trainer, Consultant, Blogger & Author. Although he started his professional career as an attorney, he entered the world of enterprise-scale IT management at NBCUniversal, and continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru." David is now CEO of Brainiate. You can read more about David's bizarre career path here.

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