Reporting and User Management
Overview/Description
Target Audience
Prerequisites
Expected Duration
Lesson Objectives
Course Number
Expertise Level
Overview/Description
Force.com is a PaaS that is integrated into the Salesforce.com infrastructure. In this course, you will learn about the Force.com Reports, Dashboard, Users, and Permissions.
Target Audience
This path is applicable to anyone who wishes to enhance, extend, or customize Salesforce.com via Force.com. This path is geared mostly towards non-programmers and creating standalone Force.com apps.
Prerequisites
None
Expected Duration (hours)
1.4
Lesson Objectives Reporting and User Management
start the course
create a tabular report
create a custom report type for your new custom object
create a summary report
create and display a chart in a summary report
create, access, and modify a new dashboard
create a dashboard chart in your new dashboard
adjust necessary dashboard folder and other security settings for required dashboard display
customize a single user's homepage display when multiple dashboards are available
use the Salesforce1 Mobile quick wizard to create your mobile interface
create an Action Button so Salesforce1 Mobile users can more easily create new child/detail records
update Salesforce1 Mobile action bar in page layout to display your new button
edit your system-wide sharing settings
create a profile specifically for the new employee app
update a user record and update the profile assigned
create and assign a permission set
create a role hierarchy and assign roles
create an app with a report and limit access to the app with user permissions
Course Number: er_ceaf_a02_it_enus
Expertise Level
Beginner