The Salesforce Reports & Dashboards – Beginner Crash Course 2022 is designed to help you confidently analyse, visualise, and present business data using Salesforce — one of the world’s leading CRM platforms. Whether you’re a complete beginner or a professional looking to refine your reporting skills, this course walks you through the entire process of creating insightful reports and interactive dashboards in Salesforce Lightning.

You’ll begin by setting up your Salesforce environment and learning how to import sample data to follow along. Next, you’ll explore the Lightning Report Builder, understanding how to choose the right report type, apply filters, and use the outline and preview panes to customise your data. Each lecture builds practical experience as you create tabular, summary, matrix, and joined reports — the four essential report types every Salesforce user should know.

As you progress, you’ll master advanced reporting features such as bucket columns, cross filters, conditional formatting, and row-level formulas, enabling you to deliver dynamic insights and automated calculations. You’ll also discover how to design dashboards that showcase your reports with engaging visuals, including charts, graphs, and key metrics.

The final sections of the course focus on sharing reports securely, practising with Trailhead exercises, and staying updated with Salesforce’s quarterly releases. By the end, you’ll be ready to create, customise, and manage professional Salesforce Reports and Dashboards — essential skills for sales, marketing, and operations professionals in modern data-driven organisations.

Whether you aim to impress your employer, prepare for Salesforce certification, or boost your data analysis career, this crash course gives you the foundation and confidence to work efficiently within Salesforce Lightning.