Course details

Reporting and User Management

Reporting and User Management

Target Audience
Expected Duration
Lesson Objectives
Course Number
Expertise Level

Overview/Description is a PaaS that is integrated into the infrastructure. In this course, you will learn about the Reports, Dashboard, Users, and Permissions.

Target Audience
This path is applicable to anyone who wishes to enhance, extend, or customize via This path is geared mostly towards non-programmers and creating standalone apps.


Expected Duration (hours)

Lesson Objectives

Reporting and User Management

  • start the course
  • create a tabular report
  • create a custom report type for your new custom object
  • create a summary report
  • create and display a chart in a summary report
  • create, access, and modify a new dashboard
  • create a dashboard chart in your new dashboard
  • adjust necessary dashboard folder and other security settings for required dashboard display
  • customize a single user's homepage display when multiple dashboards are available
  • use the Salesforce1 Mobile quick wizard to create your mobile interface
  • create an Action Button so Salesforce1 Mobile users can more easily create new child/detail records
  • update Salesforce1 Mobile action bar in page layout to display your new button
  • edit your system-wide sharing settings
  • create a profile specifically for the new employee app
  • update a user record and update the profile assigned
  • create and assign a permission set
  • create a role hierarchy and assign roles
  • create an app with a report and limit access to the app with user permissions
  • Course Number:

    Expertise Level