Create Reports Salesforce Lightning | Full Tutorial | 2022

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In this video I explain how to create custom reports in Salesforce Lightning.
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Telephone: 01494 256996
Personal LinkedIn: www.linkedin.com/in/nick-boardman
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CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our KZread channel.

Пікірлер: 51

  • @bencorley8687
    @bencorley868710 ай бұрын

    I'd be lost without you in Lightning. Thanks for all the help.

  • @NickBoardman

    @NickBoardman

    10 ай бұрын

    Hahahah my pleasure!

  • @AREntertainmentCreations
    @AREntertainmentCreations9 күн бұрын

    Very useful. Thank you sir.

  • @user-lo8tb7ol4k
    @user-lo8tb7ol4k Жыл бұрын

    Amazing tutorial. keep teaching us Nick.

  • @Budinky
    @Budinky Жыл бұрын

    Finally, found the best explanation for Reports! Thank you so much!

  • @RAMESHRATHOD-js9kc
    @RAMESHRATHOD-js9kc4 ай бұрын

    Excellent demonstration! Thank you Nick💌

  • @Austinechi45
    @Austinechi459 ай бұрын

    Thank you very much Nick for this wonderful tutorial

  • @chloeshoobridge5297
    @chloeshoobridge5297 Жыл бұрын

    Super super helpful! Thank you

  • @savleenkaur7285
    @savleenkaur72854 ай бұрын

    Thanks Nick! Your videos are way easy to understand with simple explanation.

  • @paddiesnyder5104
    @paddiesnyder51042 ай бұрын

    Excellent demonstration - Thank you this helped so much

  • @patrickelisabeth5988
    @patrickelisabeth59886 ай бұрын

    Hello Nick, that's the video we should expect from Salesforce to be able to be familiar quickly with the process. 40 minutes which allows you to understand salesforce methodology.

  • @Giankarlo72
    @Giankarlo72 Жыл бұрын

    Excellent demonstration! Thank you very much!

  • @NickBoardman

    @NickBoardman

    Жыл бұрын

    Glad it was helpful!

  • @Bernard_shang
    @Bernard_shang9 ай бұрын

    Thank you very much Nick

  • @TheGreatestHeroEver
    @TheGreatestHeroEver2 ай бұрын

    amazing video as always, Nick. Thank you so much!

  • @NickBoardman

    @NickBoardman

    2 ай бұрын

    My pleasure 🫡

  • @navaneethkumar2368
    @navaneethkumar236811 ай бұрын

    Thanks Nick, let me tell you that your video was one of the most simple one to understand, I have seen a few videos but non of those were so much illustrative and easy to understand. thanks.

  • @NickBoardman

    @NickBoardman

    10 ай бұрын

    Wow, thanks for the kind comment! I am glad the video helped :)

  • @RodinaKhaled-zq2nm
    @RodinaKhaled-zq2nm Жыл бұрын

    Thank you it was great

  • @sandyg259
    @sandyg259 Жыл бұрын

    Excellent video - very helpful!

  • @NickBoardman

    @NickBoardman

    Жыл бұрын

    My pleasure Sandy!

  • @amitb1574
    @amitb157426 күн бұрын

    Thank you very much for this guide

  • @tommyreece5876
    @tommyreece5876 Жыл бұрын

    excellent overview

  • @AdityaKumar-bf2rn
    @AdityaKumar-bf2rn Жыл бұрын

    Nice content thanks Nick👍🏻👍🏻

  • @NickBoardman

    @NickBoardman

    Жыл бұрын

    Thanks for the kind comment Aditya!

  • @homeoffice9074
    @homeoffice90744 ай бұрын

    Super helpful 😊

  • @nilvanaposso1611
    @nilvanaposso1611 Жыл бұрын

    Amazing lesson

  • @NickBoardman

    @NickBoardman

    Жыл бұрын

    Thanks Nilvana!

  • @DanielDenis-SmartFlower
    @DanielDenis-SmartFlower8 ай бұрын

    Excelent video, thank you!

  • @NickBoardman

    @NickBoardman

    8 ай бұрын

    Glad you enjoyed it!

  • @DanielDenis-SmartFlower

    @DanielDenis-SmartFlower

    8 ай бұрын

    @@NickBoardman I absolutely did - as well as the general Salesforce Introduction one! Subbed and will check our your other content along the way : )

  • @dtwow98
    @dtwow98 Жыл бұрын

    Thanks! Question... how do you add a field/column that is only available in a different report type than the one you are creating?

  • @mary94110
    @mary94110 Жыл бұрын

    Thank you Nick, this was helpful. Probably a dumb question, but our SF entries are not is not very robust nor has all fields completed. If we just want to run a report of contacts that had some activity (eg comments and tasks completed within the contact) for last 2 years, what field would that be? thanks! Mary

  • @Will-ck7hi
    @Will-ck7hi2 ай бұрын

    Are there any recommendations for helpful reports that can be directly applied to bulk matches and fuzzy logic when improving the data hygiene?

  • @gayathrij9098
    @gayathrij9098 Жыл бұрын

    Hi Nick, can we change the field/ column names at the report level. If yes how? Your reply will be helpful for me.

  • @sammickable
    @sammickableАй бұрын

    Hi Nick, by any chance do you know how salesforce defines the "Probability" field? Thanks!

  • @sammiepittman3130
    @sammiepittman313018 күн бұрын

    is there a way to generate tables for a powerpoint for sales force?

  • @user-tf5nj5oj3m
    @user-tf5nj5oj3m9 ай бұрын

    Hi Nick, Thanks! why is it not possible to add a grafic chart to a report?

  • @shubhamkolekar5547
    @shubhamkolekar55472 ай бұрын

    Can we add multiple charts in the report of salesforce lighting? Also can we add multiple totals in the report to have seperate filters for each total in Salesforce reports like we can do in Power Bi or Tableau? For eg : Total Records only show the records for filtered values, what if we want to show the total without any filters when we run the report, can we do that?

  • @alejandrojoseromero7530
    @alejandrojoseromero75306 ай бұрын

    Hi Nick, what platform you suggest to get a certification on Salesforce? Ty.

  • @lauranova3705
    @lauranova37053 ай бұрын

    Hi Nick, do you offering tutoring for Salesforce? I just started a new job that requires me to learn it and I have no idea what I'm doing.

  • @RichPortQueen

    @RichPortQueen

    20 күн бұрын

    Hows it working out for you?

  • @sonnygonzalez-sz5nu
    @sonnygonzalez-sz5nu4 ай бұрын

    How do you pull sales information by rep who confirmed the deal like in solar

  • @RamonIsamtz
    @RamonIsamtz24 күн бұрын

    Hello Nick, how can I filter a list of opportunities SCRM Id's from a report. I have a list of 15k opportunities But I only want the details for 500 of them.

  • @aparnakalle8065
    @aparnakalle8065 Жыл бұрын

    can you rename a report column?

  • @sarathm3281
    @sarathm328111 ай бұрын

    How to make the reports visible to others?

  • @layees.msheriff7489
    @layees.msheriff7489 Жыл бұрын

    What's the name of the software you are using?

  • @ainnesiddiqui9311
    @ainnesiddiqui93115 ай бұрын

    Can anyone please guide me, I am using free trial application and many objects like " Case and opportunity" are not appearing at home so i am not able to create flow.

  • @michaelhagans965

    @michaelhagans965

    2 ай бұрын

    When you say "not appearing at home" do you mean you do not see the tabs for those objects?

  • @akshayskumar9525
    @akshayskumar9525 Жыл бұрын

    The video is just at the right time i needed🫂

  • @NickBoardman

    @NickBoardman

    Жыл бұрын

    Amazing, I am glad I could help Akshay!