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Job Role

Business User

Duration

In-Person: 1 Full Day(s)
Virtual: 1 Full Day or 2 Half Day(s)

User Interface

Lightning Experience
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Overview

Who should take this course?


This course is designed for CRM Analytics business users who are responsible for building effective lenses and dashboards intended for data analysis. This is also a great course for business users who connect and integrate this data to understand how it’s used in the lens and dashboard-building process.


When you complete this course, you will be able to:


  • Manage apps and their assets.
  • Understand dashboard design guidelines and best practices.
  • Build dashboards to meet end-users’ needs.
  • Embed CRM Analytics dashboards into home pages and Lightning record pages.
  • Create mobile layouts for dashboards.

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Apps and Assets

  • Understand Building and Managing Apps
  • Manage User Access to Apps

 

Dashboard Design

  • Follow Dashboard Building Basics
  • Define Dashboard Widget Types
  • Choose Between Dashboard Template Options 

 

Dashboard Design Best Practices

  • Build a Dashboard
  • Construct Dashboards with Chart, Table, Number, and Filter Widgets
  • Understand and Apply Widget and Query Properties
  • Design Dashboard Pages and Navigation

 

Dashboard Visibility

  • Embed a CRM Analytics Dashboard in a Salesforce Home Page
  • Embed a CRM Analytics Dashboard in an Account Record Page

 

Supplemental Materials and Optional Project

  • Optimize a Browser Dashboard for Mobile 
  • Add Additional Widget Properties
  • Explore CRM Analytics Resources and Next Steps