How to Build Analytics Dashboards in Salesforce (3-Step Beginner Tutorial)

Learn how to create professional analytics dashboards in Salesforce Lightning with this simple 3-step process.

We start by building a focused report, then move to the dashboard where you combine multiple visuals for clear, shareable insights.

You’ll discover:
• Creating and tuning a report (with date filters)
• Building a new dashboard
• Adding charts/tables as components
• Best practices for meaningful, up-to-date dashboards

Perfect for Salesforce beginners, sales teams, managers, and anyone new to Salesforce Analytics.

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Видео How to Build Analytics Dashboards in Salesforce (3-Step Beginner Tutorial) канала CRM Tutorials Library