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Salesforce Reports & Dashboards Guide

  • 17$
    Valid for one year

This video guide explores every aspect of creating and managing reports and dashboards in Salesforce. With short, engaging videos and hands-on examples, this guide is designed to improve your data visualization and analysis skills. The guide covers:

  • Permissions & Access

  • Report Types

  • Report Formats

  • Working with Groups (Dates, Buckets, and Summaries)

  • Filters

  • Formulas

  • Dashboards

  • Refresh & Subscription


"Laurel was so helpful while studying for my Salesforce Administrator certification. Her guides and vocab term reviews were exactly the type of material i saw on the actual exam. For me, it was her 1:1 sessions that really helped me get a passing grade. She helped me understand key concepts and themes (most of which I was struggling with), and all of which I saw on the actual exam. She was patient and encouraging. I had my final 1:1 with her just a few days before I was scheduled to take the exam (I was really doubting myself at that point), and she encouraged me to stay confident in my abilities. Thanks Laurel!!" 

"Laurel really was thorough and professional. She gave clear expectations of the session and what we would get out of it. It was a no judgement zone and we could ask questions to help us grow as Salesforce Administrators. I learned a lot and thankfully it helped right away in my current role. I highly suggest you really work with Laurel as it really helped me in the long run."

"I PASSED! I love getting coached by Laurel. I really did need her. No regrets."

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