Reporting and User Management

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
82 minutes

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



  • 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

Salesforce1 Mobile Setup

  • 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

Security and Users’ Profiles

  • 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

Practice: Create an Advanced App

  • create an app with a report and limit access to the app with user permissions





Multi-license discounts available for Annual and Monthly subscriptions.