Reporting and User Management

Overview/Description
Target Audience
Prerequisites
Expected Duration
Lesson Objectives
Course Number
Expertise Level

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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