Associate

2023
 Module 4:
Sales basics
● Reports
● Dashboards
● Certification
Navigate Reports & Dashboards
● Reports & Dashboard Tabs:
Allows you to access recent reports and
dashboards and create new analytics
through the User Interface.

● App Launcher:
Locate if not displayed on the top navigation
bar or under the More tab

● Reports & Dashboard Search:

Find individual reports and dashboards
easily with keyword searches directly in the
Reports or Dashboards tab.
Reports
Lists or summaries that allow you to aggregate and analyze data in different ways. Reports display a maximum
of 2,000 rows.

Custom Reports
● Can be created from standard reports

● Can be built from scratch using available

report types

● Must be saved in a custom, private, or public

folder.

● Can be overwritten or deleted.

Reports and Dashboard Folders

Share with users,

● Access to reports and dashboards is roles, roles &
controlled through folders. subordinates and
public groups

● Build subfolders to add more

categories. Access is still granted at
the parent folder level. View, edit or
manage
permission
● Different groups of users can be given
different access to the same folder.
Creating a Report: Questions to Ask
Ensure you have answered these questions before creating a new report:
Reports Tab

Open a category of
reports
From the selected category
you can access the different
folders to see their content
and reports

Open a report Actions

Open a folder of
reports
Report Types
Predetermined combinations of related objects and fields used as starting points
for new custom reports.
…the filters available
The report type
…the objects and (based on primary
determines…
fields available. object). …the default columns.
Standard Report Type
Available by default for building reports on standard and custom objects and their related
objects.
● New custom fields are automatically added to standard report types.
● Standard report types show “with” relationships (inner joins).
Opportunity
WITH Products

Opportunity Products

Opportunity with Products will

show only Opportunities that
have related product.
Custom Report Type
Create your own report frameworks from which new custom reports can be built.

“With or without”
relationship (outer
join)

Examples:
Accounts with or without Partners
Opportunities with or without Products
Standard Vs. Custom Report Types
3 Key Characteristics

Standard (Ready-Made) Custom (Make Your Own)

Build reports based on “common” Build reports based on different

standard object relationships. combinations of related objects.

Build “with” or “with or without”

Build “with” reports.
reports.

Include all standard and custom Limit, reorganize, and rename the
fields for each object in the report fields available in the report
builder. builder.
Tabular Report
● The simplest and fastest way to look at data.
● Ordered set of fields in columns, with each row representing a record.
● Best for creating lists of records or a list with a single grand total.
● Can’t be used to create groups of data or charts.
● Can only be used as a lightning table component in a dashboard.
Example: Opportunity list report
Summary Report
● Similar to tabular reports, but
allow grouping rows of data, view
subtotals, and create charts.
● Use this type for a report to show
subtotals based on the value of a
particular field
● Can be used as the source report
for dashboard components
● Up to three levels of grouping

Example:
Report showing all opportunities,
grouped by stage, with an amount
subtotal.
Matrix Report
● Similar to summary reports but allow you to group and summarize data by both rows
and columns.
● Good for comparing related totals or comparing values in several fields.
● Can be used as the source report for dashboard components.
● Up to four levels of groupings (two column, two row).

Example: Report showing all opportunities by owner and stage.

Joined Report
● Combine multiple views, or “blocks,” of related information
in a single report (up to 5 blocks)
● Each block acts as its own “sub-report” with its own report
type, fields, columns, sorting & filtering.
● Each block can display data from the same report or from
a different report type.
● Can be used as the source report for dashboard
components but must have a chart.

Example: Report showing

sum of opportunities
and cases by Account
Report Builder Preview
● Limited records display
to preview how data will
be formatted

● Save & Run, Save or Run

the report to to display
all records
Report Display Options

● Row Counts: Total Records &

within each grouping
● Detail Rows: Display or hide
individual records
● Subtotals: show or remove
summarized fields
● Grand Totals: Total Amount
at top and bottom of report
Groupings and Summaries
Report groupings have implications for subtotals and grand totals in reports.

Groupings

Subtotals
Summarize by:
● Sum
● Average
● Min
● Max
Grand
Total
 Report Filters and Filter Logic
Add up to 20 additional filters to a report, directly in the Filters pane. Use filter logic to:
● Link multiple filters using “and”, “or”, and “not” operators to create sophisticated conditions.
● Offset priority conditions using parentheses and nested parentheses.

Filter logic governs how

and when filters apply to
your report.

Select the
field you
want to filter

Select an operator and type

the filter value in the next
field
Bucketing
Quickly segment report data by defining a set of categories, or “buckets,” to sort,
group, or filter records in.
Create bucket fields based on values in:

Picklist Field
Number Fields
Select field to bucket Text Fields

and give new bucket

field a name

Create buckets

Select picklist values then click

Optionally select to put Move To button to assign bucket
unbucketed values in
the “Other” bucket
Custom Summary Formula
You can add up to five custom summary formulas to summary and matrix reports
to create calculated summaries of your numerical fields, in addition to the standard.

Note that custom summary formulas:

• Can reference formula fields, but not other summary formulas.
• Only display on summary rows, not detail (record) rows.

Search in help for: Add a Summary Formula Column to a Report

Row-Level Formula
Evaluate each record with row-level formula. A row-level formula adds a row-level
formula column to your report that makes calculations on every report row.

Note that row-level formulas:

● Can reference formula fields, but not other formulas.
Search in help for: Evaluate
● Display on detail rows. Each Record in Reports
● Each report supports 1 row-level formula. with Row-Level Formulas
● Each row-level formula can reference up to 5 unique fields.
Conditional Formatting
Set Conditional Formatting Rules to select custom ranges and colors for the metrics
you want to track on summary or matrix reports.

● Report must contain at least one

summary field or custom
summary formula
● Set up to five rules and define
custom colors for each range
● Set the breakpoint values and their
range colors for each bin
● Can be utilized in a table, gauge &
metric component on dashboards
Report Charts
Charts are graphical representations of the data in the summary rows or columns of
a report.
Report Charts
Salesforce charts display summarized report data. You can adjust the chart type
without making changes to the report itself.
Chart Types

Horizontal Bar Vertical Bar (Column) Line

(Compare many items) (Fewer items or over time) (Over time)

Funnel Donut
(Sales process) (Compare share of total)
Chart Types

Side-by-Side Bar
Stacked Bar Stacked to 100% Bar
(Compare secondary groupings)
(Compare totals and (Compare Proportions)
proportions)

Scatter Charts
Grouped Line (Show meaningful
(Compare secondary information using one or
groupings over time) two groups of report data
plus summaries)
Exporting Report Results
In Lightning Experience you can export the report details to Excel.
• You can choose between Formatted Report, where formatting, groupings or
subtotals appears like you can see in Salesforce, or Details Only, without
formatting, groupings or subtotals.
• Export the report details to Excel.
• Creates a .csv, .xlsx, or .xls file.
• Report charts will not export.
Run Report As
Determines whose data is visible on the
report when emailed. The running user
must have access to the folder in which
the report is saved.

Me:
● You run the report, and recipients see
report data in the emailed report as
you

Another Person:
● Specify someone who has permission
to run reports and who has access to
the report
● Recipients see emailed report data as
the person running the report.
Consider that they may see more or
less data than they normally see.
Subscribing and sending a report by email
• Receive refreshed report results by email on a schedule
• Permissions needed to subscribe yourself and/or others (profile/permission sets)
• All email recipients must have access to the folder the report is saved in
• Add conditions to be notified

•
Create a Hands on Lab
Report 1. Create a report with Accounts and
Opportunities
2. Create some filters to apply to the report
3. Add a chart to see the report
4. Subscribe to the report

31
 Module 4:
Sales basics

● Reports
● Dashboards
● Certification
 Dashboards
A dashboard is a visual display of key metrics and trends for records in your org.

• Display data from source reports

• A running user determines what data
is visible.
• Displays data as of the last time the
dashboard was refreshed
• Manually refresh dashboards or
subscribe to refresh on a schedule
• Up to 20 components per dashboard
•
Dashboard Properties

• Define a name, description &

dashboard folder
• Adjust the grid size to 12 or 9 columns
• Apply a Light or Dark theme to all
dashboard components & color
palette
■ A light or dark theme can be
applied to individual components
■ Accessible palette available
■ Pallet colors do not apply to
components with conditional
formatting
Dashboard Properties
View Dashboard As:
• Scope the data that dashboard readers see
by specifying who they view the dashboard
as.
• Must have access to the folder in which the
dashboard is saved.
• Can view dashboards as:
• Me (user creating)
• Another Person (Fixed)
• The Dashboard Viewer (Dynamic)
• You can't schedule refreshes for dynamic
dashboards. They must be refreshed
manually
• Optionally, let dashboard viewers choose
whom they view the dashboard as
Dashboards
A dashboard is a visual display of key metrics and trends for records in your org.

Table

Charts

Gauge Metric
Dashboard tab

Open a category of
dashboards

From the selected category you can

access the different folders to see
their content and dashboards

Actions
Open a report

Open a folder of
dashboards
Dynamic Dashboard
A dynamic dashboard displays the data of the user viewing it, rather than the data of a
specified running user. Optionally, authorized users can change the running user directly
from the dashboard view page

Users automatically view dashboard as

themselves. Users with “View My Team’s
Activate dynamic dashboard in Dashboards” permission can change view to a
dashboard properties. user below them in the role hierarchy.
Choosing a Component

Horizontal Bar Vertical Bar (Column) Line Stacked Bar Chart Gauge
(Compare many (Fewer items or over time) (Over time) (Compare absolute (Show a single value in a
items) values side by side) range of custom values)

Tables Scatter Chart

Donut Funnel Metric
(Show conditional highlighting and (Sales process) (Show correlation between
(Compare share of total) (Display one key
Chatter photos) two measures.)
value)
Implications of the Running User
David only sees a fraction of
the total opportunities when
viewing the source report,
Opportunities by Rep.

The dashboard Running User is Sara

Briggs, but when drilling into the specific
reports as a Sales Rep, David Gallagher, he
will only see what his access allows.
Dashboard Filters
Add a dashboard filter to allow users to view different subsets of data on the same
dashboard. You can add up to three filters to a dashboard, each with up to 50 filter
values.
Subscribe to Dashboards

• Receive refreshed dashboard results

by email on a schedule
• Permissions needed to subscribe
yourself and/or others
(profile/permission sets)
• All email recipients must have access
to the folder the dashboard is saved
in.
• Optionally, subscribe to a dashboard
to be refreshed without receiving
refreshed results by email.
Create a Hands on Lab
Dashboard 1. Create a dashboard with different reports that
may be useful for the sales department
manager
2. Choose different appearances for the
components
3. Subscribe to the Dashboard

43
 Module 4:
Sales basics
● Reports
● Dashboards
● Certification
Certification Data
This course provides you with core skills of the
platform and provides the opportunity to
earn credentials and continue learning by
offering:
Voucher Price: 75$
Exam retakes are free

Useful Resources on Trailhead:

• Scheduling a Certification Exam
• Online Proctoring—Complete Your Exam
Remotely
• COVID-19 & the Salesforce Certification
Program FAQ
Salesforce Certified Associates Exam Overview
Quick Facts
Objective Sections
# of Questions 40

Passing Score 62% Salesforce Ecosystem 32%

Time allotted 70 minutes* Navigation 28%

Languages Available English

Data Model 25%
Reports and Dashboards 15%
Registration & $75 registration
Retake Free retake
*Accommodations can be requested by English Language Learners
Results Received Immediately (ELL) and persons with disabilities for additional time or services needed
to complete the exam.

No hard-copy or
online materials may
Restrictions
be referenced during
the exam.
Webassessor
• Online secured testing tool. Portal into which you should be registered to schedule
and purchase exams, do exams and track exam results.
• Create a login in: https://www.webassessor.com/salesforce
• How to create an account in trailhead and webassessor step by step:
https://www.cloudcoachers.com/preparate-para-tu-certificacion-como-crear-
una-cuenta-en-trailhead-y-webassesor/
Online Exam Logistics: Pre-Check Process

• Pause before you start and try to relax.

• Completely read the question and all the answers before selecting an
answer.
• If you know the answer, select it.
• If you are not sure or almost sure, make your best guess and click the
Review box.
• Once you have gone through all questions, go back to those that you
marked for review.
• Don't spend too much time on any one question.
• If you are not sure of the answer, click Review and come back to it later.
• If in person, use the provided scratch paper.
• Remember, there are no trick questions.
Online Exam Logistics: Pre-Check Process
• Scan Biometrics: This process will not change.
• Review Pre-Check Information: Test takers are informed that they need a
government issued ID, and to click “Ready” once they have it.
• Add to Queue: Test takers are entered into a queue.
• Check ID: Test takers will hold up an acceptable form of ID to the camera.
• Check Room: Test takers will use their camera to show their testing
environment.
Automating Leads
¡ Gracias !