Analytics

Visualize your data and create actionable insights using tools like Einstein Analytics, Reports and Dashboards, and Tableau.

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Overview of the Lightning Report Builder
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Admin Best Practices: Reports & Dashboards
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Reports & Dashboards for Lightning Experience

Latest Blog Posts

TDX Tuesday: Build Reports Lightning Fast

Hey #AwesomeAdmins! Every Tuesday this month, we will talk about the awesome TDX sessions we saw last month. We realize you may not have a whole day to set aside for learning, but we bet you can find 30 minutes this week (and next week, and maybe the week after that!). 🌮 Admin Episode: Build […]

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Overview of the Lightning Report Builder

The Lightning Report Builder is powerful, and there is so much functionality available to you and your users. Let’s review the Lightning Report Builder interface in detail to uncover some of those hidden gems 💎 ! We’ll use a sample Opportunity Pipeline report as an example to walk through and highlight some of the useful […]

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VIDEOS

Build Awesome Dashboards with Master Source Reports & Dashboard Filters

Did you know you can use features like Dashboard Filters to create Dashboards more quickly, track the right data, and make your Dashboards reusable? Salesforce…

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PODCASTS

TRAILHEAD

Trail
+2,600 POINTS
Navigate and personalize Analytics, and explore data on desktop and mobile.
~4 hrs 50 mins
Module
+700 POINTS
Track key business information for your stakeholders with reports and dashboards.
~1 hr 30 mins
Superbadge
+6,000 POINTS
Design powerful reports and an eye-catching dashboard to shine a light on your data.
~6 hrs

DOCUMENTATION
Build a Report
TRAILBLAZER COMMUNITY
Learn from peers in the Reports & Dashboards community group
TABLEAU
Visualize and explore Salesforce data in Tableau.
APPEXCHANGE
Check out some pre-built reports and dashboards to help you track adoption.