Reports in Salesforce | MyTutorialRack

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Salesforce Admin Certification Course

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Create Salesforce Developer account (5:18)
Connect with me (2:49)
All the Resources for the course

Object and Fields in Salesforce

Overview of the Salesforce UI: What is Object, tab, Profiles & Users? (9:54)
What is Object, tab, Profiles & Users ? (Part 2) (9:34)
What are objects and fields in Salesforce? (11:36)
What is the difference between Standard and Custom Object in Salesforce? (10:29)
Different types of Objects in Salesforce? (8:05)
What are Standard and Custom fields in Salesforce? (6:19)
How do I create a field in Salesforce Lightning? (10:09)
How to create your own custom App in Salesforce? (3:29)
Create custom app in Salesforce: Recruiting Application (10:18)
Create Custom object in Salesforce: Position Object to keep track of Positions (8:36)
Adding custom fields on an Object via Object Manager (12:42)
How to add custom fields on an object via Schema Builder? (11:29)
What are the different field types in Salesforce? (8:44)
Create 2nd Object for our Recruiting Application: Candidate Object (8:10)
Adding fields to our Custom Object in Salesforce (5:54)

Custom fields and Objects in Salesforce

Quiz

Page Layouts in Salesforce

What are page layouts in Salesforce? How to create and edit Page Layouts ? (10:27)

Validation Rules In Salesforce

Validation Rule in Salesforce (8:38)
How to create Validation Rules in Salesforce? (9:08)
Validation Rules in Salesforce: Create validation rules for Closed Date (12:19)
Validation Rules in Salesforce? Difference between && and AND (6:09)
Creating 2nd Validation Rule (6:17)
Create 3rd Validation Rule: Close Date should be after Open Date (5:28)
Create 4th Validation rule: Max Pay should not be greater than 1M (7:13)
Create 5th Validation Rule: US citizen and Visa Required (8:52)

Formula fields in Salesforce

Formula fields in Salesforce: How do I create a formula field in Salesforce? (4:42)
Formula fields in Salesforce: Create formula fields ( Days Open) (16:04)
How do I use an image from static resources in a Formula field? (19:17)
Formula fields in Salesforce with Example (5:16)
IMAGE and Hyperlink function in formula fields in Salesforce (13:01)

Notes: Formula Fields

Formula Fields Summary (Notes)

Quiz :Quiz: Schema Builder, Custom Object and Fields in Salesforce

Quiz

Different types of Relationship in Salesforce

Object relationships in salesforce (11:12)
Different types of Relationship in Salesforce (10:39)
One to many relationship in salesforce (6:35)
Create 3rd Custom Object for our Recruiting Application (4:36)
Lookup Relationship in Salesforce (12:36)
How to create lookup relationship in salesforce ? (4:11)
Difference between lookup and master detail relationship in salesforce (12:48)
Create Review Object (9:44)
Creating a Review Object
How to create a Master Detail relationship in Salesforce? (7:14)

Quiz: Data Modeling and Management

Quiz 3

Rollup Summary in Salesforce

What is a roll up summary field in Salesforce? (7:58)

Many to Many relationship in Salesforce: Junction Object

Creating custom Object in Salesforce (9:01)
What is Many to Many relationship in Salesforce? (7:06)
Junction Object in Salesforce (9:09)

Sample Exam Question for the Platform App Builder Exam

Sample Exam Question for the Platform App Builder Exam (5:18)

Data Loader and Data Import Wizard

How do I Import Data Into Salesforce? (6:41)
Importing records using Data Loader (9:05)
What is Data Loader and How do I use Data Loader? (5:08)
How to Update records using Data Loader? (5:53)
Delete records using Data Loader (2:25)
How to export Data from Salesforce using Data Loader? (5:17)
What is Data import wizard in Salesforce? (5:38)
How to insert records using Data Import Wizard in Salesforce? (5:00)
Update Records Using Data Import Wizard (5:38)
What is the difference between data loader and import wizard? (3:01)
Features of Data Import Wizard and Data Loader (4:10)

Sharing Settings

Types of Data Access: Organization , Object Level, Field & Record Level Access (6:54)
What are profiles in Salesforce? What do profiles control in Salesforce? (7:11)
How do I assign an app to a profile in Salesforce? Changing App Settings (7:21)
What is tab visibility? Default On, Default Off and Tab Hidden setting (7:20)
Object level security in salesforce: How do I control an object access in Sf (13:43)
How do I change the object level security in Salesforce? (7:33)
Field Level Security : How to set field-Level security in Salesforce? (10:11)
How to set the login hours and login IP ranges for the users in salesforce? (4:06)
Overview of Profiles in Salesforce (3:00)
What are Permission set in salesforce? (8:58)
How to create permission set in salesforce lightning? (11:07)
Changing Object setting and field settings via Permission Set (14:59)

Data Security in Salesforce : OWD, Role Hierarchy, Sharing Rules, Manual Sharing

Organization Wide Defaults(OWD) in Salesforce (13:53)
What is record level access in Salesforce? (18:48)
What happens if OWD is private? (9:58)
Create a Role Hierarchy: How do I create a role in SalesForce? (7:55)
Setup Role Hierarchy (6:28)
Grant Access using Hierarchies (7:40)
Sharing Rules (Create Sharing Rules in Salesforce) (15:58)
Criteria Based Sharing Rule (12:52)
What does Read/Write on Sharing Setting mean when Profile for Object is Read onl (10:44)
Create a New user and create a new profile (7:36)
Public Group in Salesforce (13:25)
Points to Remember for Sharing Rule (4:28)
Manual Sharing in Salesforce (11:38)

Special Permissions: View All, Modify All, View All Data and Modify All Data

What is View All and Modify All permission in Salesforce? (7:38)
Modify All permission in Salesforce (3:49)
What is view all data and modify all data in Salesforce? (7:09)

Recycle Bin

Where is the Recycle Bin in Salesforce? (5:19)

Page Layouts and Record Types in Salesforce

Page layout and Record types in salesforce (18:49)

Automation tools in Salesforce : Workflows, Approval Process, Process Builder

What are workflows in Salesforce and why do we use workflows in Salesforce? (6:50)
How do I send an email from a workflow in Salesforce? (22:10)
How to set the criteria for your workflow rule in Salesforce? (10:41)
What is a workflow field update in Salesforce? (8:45)
How to create a Task using workflow? (8:21)
Time Triggered workflow in Salesforce :How To Configure Time-Based Workflows ? (3:47)
Time Dependent Workflow Rule: Add a Time-Dependent Action to Your Workflow Rule (11:41)
Summary of Workflow Rules (3:07)
Approval Process in Salesforce (5:14)
How to create Salesforce Approval Process from start to finish? (19:18)
Approval process in salesforce lightning: Test the approval process (16:25)
Salesforce Approval Process (13:25)
What are queues in Salesforce? How do I create a queue in Salesforce? (15:34)
How can a user edit a record during Approval Process even if they are not assign (8:19)
Salesforce Approval Process: All You Need to Know (8:50)
Process builder in salesforce : Why do we use Process Builder ? (6:41)
Submit a record for Approval Using Process Builder (16:30)
Field update using process builder salesforce (9:58)
Create a related record using Process Builder in Salesforce (17:54)
How do I schedule an Email Notification using Process Builder in Salesforce? (16:40)
How to create a Task using process builder? (12:00)

Flows in Salesforce

Flows in Salesforce: Different types of flows in Salesforce (16:16)
What is a record triggered flow in Salesforce? (14:29)
What is a Screen flow in Salesforce? How do you start a Screen flow ? (17:33)
Launch Screen flow from a Button in Salesforce (6:29)
Create Record using flow in Salesforce (16:43)
Send Email Alert from Salesforce flow (18:22)
What is schedule-triggered flow in Salesforce? How do I schedule a flow? (11:05)
What is a platform event triggered flow? (12:26)
Platform Event Triggered flow: Create a new record (13:44)
Platform event triggered flow: Connected app (16:46)
What are Auto launched flows ? (5:04)
Create Auto launched Flows in Salesforce Part 1 (14:14)
Create Auto launched Flows in Salesforce Part 2 (9:59)
Launch flow from Process Builder (12:14)
Invoke Flow from Apex (16:22)

Standard Objects In Salesforce

What is a lead object in Salesforce? What are leads used for in Salesforce? (10:37)
What is Web to lead in Salesforce? How do I use Web to lead in Salesforce? (7:35)
What is Lead Assignment rule in Salesforce & How to create Lead Assignment rule? (12:19)
Account Object in Salesforce: features and Capabilities of Account (17:16)
Contact Object in Salesforce (7:50)
Opportunity Object in Salesforce (12:28)
Features of Opportunity Object (11:59)
Case Object in Salesforce and its capabilities (15:52)
Web-To-Case in Salesforce (12:56)
Email-to-Case in Salesforce (14:41)
Case Auto Response rule in Salesforce (17:31)
Case Queues (8:02)
Case Assignment Rules in Salesforce (9:25)
Escalation Rules in Salesforce (11:29)

Reports and Dashboards in Salesforce

Reports in Salesforce (16:09)
Different Types of Report Format in Salesforce: Tabular, Summary, Matrix, Joined (5:26)
Summary Report in Salesforce. How to create a Summary Report in Salesforce? (6:19)
Standard Report Types in Salesforce (9:41)
Matrix report in Salesforce ? How do I create a Matrix Report ? (7:47)
Joined Reports in Salesforce: How to create Joined Reports in Salesforce? (4:28)
Joined Report in Salesforce: How Joined Reports work? (10:35)
Joined Report in Salesforce: Create Joined Report Organize Cases by Month (10:09)
Joined Reports In Salesforce: Summary and Important Points (4:06)
Custom Report Types in Salesforce: What are custom Reports types ? (16:33)
What is the difference between Standard Report type and custom report types ? (10:13)
Create a Custom Report type (10:03)
Create Salesforce Reports using Custom Report types (18:02)
Highlights of Custom Report type (3:36)
Dashboards in Salesforce: What are different types of dashboards in Salesforce? (17:16)
Create a Dashboard Component (7:51)
Dynamic Dashboards in Salesforce (6:20)
Subscribe to Dashboards in Salesforce (2:25)

AppExchange

AppExchange Overview (10:54)
Install FieldTrip App in Salesforce (11:55)
Dashboard App In Salesforce (9:31)
InApp Guidance App (11:26)

Application Lifecycle

What does Application Lifecycle include? (22:43)
What are different types of sandboxes in Salesforce? (14:25)
Different ways of deployment in salesforce (6:41)
Inbound and Outbound Change sets (10:46)

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Reports in Salesforce

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