Salesforce Admin Training

Settings
Company Information, Login History, Sharing Settings
Agenda
1
2
Intro
Setup Navigation, Setup Access
Administration
Users, Data Management
3
Platform Tools
App Manager, Chatter Settings, Object Manager, Process Builder
4

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Users
Data
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP

Setup
Setup Access
Overview
From any page, you can click the gear icon in the upper right corner and select Setup
Use the setup tree to quickly find what you need to change without searching
If you can’t find a specific subcategory, just search for it in the Quick Find search bar
Click on Object Manager to find all your objects - custom and standard - in one place
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Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

Users
Setup | Users | Users
Manage User
In the user list, you can view and manage all users in your org
Reset Password for a particular or multiple user
Freeze a user to quickly restrict access to Salesforce
You can’t delete a user, but you can deactivate an account so a user can no longer log in to Salesforce
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Profiles
Setup | Users | Profiles
Profiles define how users access objects and data, and what they can do within the application
When creating a user, a profile must be assigned. Each user can have one profile
Standard profiles are available, custom profiles can be created
Tipp: Clone a standard profile and adjust it to your needs
Apps
Tabs
Record Types
Page Layouts
Fields
Create, read, edit, delete records (can be defined per object)
Administrative permission (customize app)
General functionality (e.g. run report, create public list views)
A profile determines what a user can do
A profile describes what a user can see
General information about profiles

Profiles
Setup | Users | Profiles
Object Settings
Use the search box to find the setting you need
Click on Assigned Users to view and manage all assigned users to this profile
Click on Object Settings to see the levels of permission on all objects. Select the object you want to set permissions – e.g. Accounts
Specify the type of access (Read, Create, Edit, Delete..) that users have on objects, fields, record types or tabs

Profiles
Setup | Users | Profiles
Important System Permissions
Create and Customize Dashboards
Create and Customize List Views
Create and Customize Reports
Create and Own New Chatter Groups
Create Report Folders
Export Reports
Hide Option to Switch to Salesforce Classic
Lightning Experience User
Manage Public List Views
Mass Edits from Lists
Run Reports
View Setup and Configuration

Roles
Setup | Users | Roles
Role Hierarchy
Use roles together with sharing settings to determine the levels of access that users have to your Salesforce org’s data
Users at any role level can view, edit, and report on all data that’s owned by or shared with users below them in the role hierarchy (unless your Salesforce org’s sharing model for an object specifies otherwise)
To enable managers to see team records, create a role hierarchy
Role Hierarchy F/LIST
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Germany
USA
Canada
Brasil
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Austria (HQ)
The Role Hierarchy is a functional setup to manage access, not an org chart!

Permission Sets
Setup | Users | Permission Sets
Permission Sets
A permission set is a collection of settings and permissions that give users access to various tools and functions
When a new permission set is created, the administrator can set the same permissions and settings as in profiles, with one distinction, that permission sets extend users’ functional access without changing their profiles
Create permission sets to grant access among logical groupings of users, regardless of their primary job function
Each user can have multiple permission sets if required

Public Groups
Setup | Users | Public Groups
Groups
A public group consists of a set of users. Following can be added:
Other Public Groups
Roles
Roles and Subordinates
Users
A public group can only be created by Administrators but everyone in the organization can use such groups
Within Public Groups it can be defined, if access should be granted by using the roll-up access functionality of the Role Hierarchy

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

Data Import Wizard
Setup | Data | Data Import Wizard
1. Prepare your data
for import and create an import file. Doing this step first prevents errors, duplication of data, and frustration. See how to clean your date in this video.
Import your data in 4 easy steps
2. Start the wizard
and choose the data you want to import. Select Standard- or Custom objects depending in which data you want to import. Choose if you want to add new or update existing records
3. Edit field mapping
Salesforce maps as many fields as possible. Make sure your field names match Salesforce field names. Unmapped fields are not imported into Salesforce
4. Review
your import information on the Review page, start the import and check the import status afterwards

Import Wizard
Test a small fraction of your import data first to make sure that you’ve prepared your source data correctly
Import up to 50.000 records at a time
To import User, Opportunity or a record count that exceeds 50.000, use Data Loader
Data Import Wizard
Setup | Data | Data Import Wizard

Data Export
Setup | Data | Data Export
Export your data
Data Export generates backup files of your data on a weekly or monthly basis (depending on your edition)
Choose if single objects or all data should be exported into a set of comma-separated values (CSV) files
Exports complete as soon as possible, however Salesforce can't guarantee the date and time of completion

Duplicate Rules
Setup | Data | Duplicate Management | Duplicate Rules and Matching Rules
Duplicate Rule
Use duplicate rules to define what happens when a user tries to save a duplicate record
Specify an action that triggers when a user tries to save a duplicate record
Select a matching rule for this duplicate rule
Notice: Matching rules must be created before creating a duplicate rule
Matching Rule
A matching rule consists of fields and matching methods, which determine how the rule compares records
Select matching method Fuzzy, if values should match approximately, or Exact, if values should match exactly
Set the checkbox Match Blank Fields if blank fields should be considered as matches

Mass Delete/Transfer Records
Setup | Data | Mass Delete/Transfer Records
Mass Delete Records
Delete multiple reports or records at the same time
Use this tool for instance when a user imported his leads incorrectly and he wants to start over
Mass Transfer Records
Transfer multiple accounts, leads and custom objects from one user to another
Use this for transferring ownership and access rights

Storage Usage
Setup | Data | Storage Usage
Storage
You can view the available space for data storage and file storage, the amount of storage in use per record type, the top users according to storage utilization, and the largest files in order of size. To view what types of data a particular user is storing, click that user’s name
Individual users can view their own storage usage in their personal information
When you need more storage, increase your storage limit or reduce your storage usage by deleting outdated leads or contacts and removing any unnecessary files and attachments

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

Company Settings
Overview

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

Login History
Setup | Identity | Login History
Monitor Logins
Monitor which users logged in when, from where and the status of the login - e.g. invalid password or computer activation required
The login history page displays the most recent 20.000 attempts. To see more records, download the information to a CSV or GZIP file
Users can view their own login history in their personal information

Identity Verification History
Setup | Identity | Identity Verification History
Monitor Verifications
Use Identity Verification History to monitor and audit up to 20,000 records of your org users’ identity verification attempts from the past six months
For example, suppose that two-factor authentication is enabled when a user logs in. When the user successfully provides a time-based, one-time password as proof of identity, that information is recorded in Identity Verification History

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Users
Data
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP

Levels of Data Access
Overview
In Salesforce,
you can
control access
to data at
many different levels

Organization-Wide Defaults
Setup | Security | Sharing Settings
OWDs
Administrators use organization-wide defaults to define the default sharing settings for an organization
Organization-wide defaults specify the baseline level of access that the most restricted user should have
Whereas sharing rules, roles and profiles open up access, organization-wide defaults restrict access and should be defined first

Sharing Rules
Setup | Security | Sharing Settings
Sharing Rules
Sharing rules represent the exceptions to your organization-wide default settings
If you have organization-wide sharing defaults of Public Read Only or Private, you can define rules that give additional users access to records they do not own
You can create sharing rules based on record owner or field values in the record

Network Access
Setup | Security | Network Access
Trusted IP Ranges
Trusted IP Ranges define a list of IP addresses from which users can log in without receiving a login challenge for verification of their identity, such as a code sent to their mobile phone
Click on New to enter a starting and ending IP Address

Password Policies
Setup | Security | Password Policies
Set Passwords Policies
Improve your Salesforce org security with password protection
Set password expire days, history, length, and complexity requirements along with other values. In addition, you can specify what to do if a user forgets their password

Session Settings
Setup | Security | Session Settings
Session Security
Session Settings let admins modify session security settings to specify session connection type, timeout settings, and IP address ranges to protect against malicious attacks and more
With Session Timeout, you can set the length of time after which the system logs out inactive users. Select a value between 15 minutes and 24 hours. Choose a shorter timeout period if your org has sensitive information and you want to enforce stricter security
Set Session Security Levels to restrict access to certain types of resources based on the level of security associated with the authentication (login) method for the user’s current session. By default, each login method has one of two security levels: Standard or High Assurance. You can change the session security level and define policies so specified resources are only available to users with a High Assurance level

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

App Manager
Setup | Apps | App Manager
Manage your Apps
The App Manager shows you all your apps in one place. You can make changes to them or create new ones. To create a new one, click the button New Lightning App. You will asked to define your app step by step:
Give your app a name and description. Upload an image and choose the highlight color for its navigation bar
Choose standard navigation or console navigation for your app
Give your users quick access to common productivity tools by adding Utility Bar Items
Choose the items to include in the app. You can rearrange the order in which items appear
Choose the user profiles that can access this app

Installed Packages
Setup | Apps | Installed Packages
Packages
Installed Packages lists all Apps and components installed from AppExchange. View and manage these packages installed in your Salesforce org, including assigning licenses to users, uninstalling packages and exporting package data
View key details about a package, such as the number of custom apps, tabs, and objects it uses

Salesforce Mobile App
Setup | Apps | Mobile Apps | Salesforce
Mobile Quick Start
The Salesforce Mobile Wizard provides an easy way to complete the essential setup tasks in only a few minutes
Branding
Customize the appearance of the mobile app so it matches your company's branding
Navigation
Organizing the menu items in your app. Put the items that users will want most at the top. The first item becomes the landing page
Notification
Allow users to receive notifications in the mobile app

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

Custom Report Types
Setup | Feature Settings | Analytics | Reports & Dashboards | Report Types
Create Custom Report Types
Custom report types allow you to build a framework in the report wizard, from which users can create and customize reports. You build custom report types off of the relationships (master-detail and lookup) between object so that you can:
Choose which objects to display to users creating and customizing reports
Define the relationships between objects displayed to users creating and customizing reports
Select which objects’ fields can be used as columns in reports

Feed Tracking
Setup | Feature Settings | Chatter | Feed Tracking
Chatter Feed
Enable feed tracking for objects and records, so users see updates for the objects and records they follow in their Chatter feed
Many objects and fields are tracked by default, but you can further customize feed tracking to include or exclude specific objects and fields
You can configure feed tracking for users, Chatter groups, topics, external objects and standard & custom objects

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

Object Manager
Setup | Objects and Fields | Object Manager
Access Object Manager
Access the object manager by clicking the menu item Object Manager in the setup tree
You can also always simply access the object manager by clicking on the tab Object Manager on the top of your setup page. There you can always change between the normal setup settings in Home, and the object manager in Object Manager

Object Manager
Setup | Objects and Fields | Object Manager
Overview
The Object Manager is a tool that lets admins customize standard objects as well as custom objects. Object management settings include customizations for fields, page layouts, compact layouts, record types and validation rules
See all your standard and custom objects alphabetically in one list
Search for a particular object if needed
Create a new custom object

Object Customization
Overview

Field History Tracking
Setup | Objects and Fields | Object Manager
Set Field History
Select certain fields to track and display the field history in the History related list of an object. The field history data is retained for up to 18 months
Modifying any of the selected fields adds an entry to the History related list. All entries include the date, time, nature of the change, and who made the change. Not all field types are available for historical trend reporting. Certain changes, such as case escalations, are always tracked

Validation Rules
Setup | Object Manager | [select Object] | Validation Rules
Validation Rules
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record
A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”
Do not forget to set the validation rule to active

Picklist Value Sets
Setup | Objects and Fields | Picklist Value Sets
Global Picklists
Use global picklist value sets to share values across objects and custom picklist fields, and to restrict the picklists to only the values that you specify
A custom picklist is tied to a particular object as a field on the object. Unlike a custom picklist field, a global picklist exists independently as a global picklist value set. Its values are shared with any picklist that’s based on it

Schema Builder
Setup | Objects and Fields | Schema Builder
Viewing objects and relationships
Schema Builder provides a dynamic environment for viewing and modifying all the objects and relationships in your app. This greatly simplifies the task of designing, implementing, and modifying your data model, or schema
Schema Builder lets you add the following to your schema:
Custom objects
Lookup relationships
Master-detail relationships
All custom fields except: Geolocation

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

Process Builder
Setup | Process Automation | Process Builder
Processes
The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it
Many of the tasks you normally assign, the emails you regularly send, and other record updates are vital parts of your organization's standard processes
Instead of doing this repetitive work manually, you can configure processes to do it automatically

Process Builder
Setup | Process Automation | Process Builder
Building a Process
Define the Process Properties - The process properties uniquely identify your process
Configure the Process Trigger - Every process includes a trigger, which tells the process when to start. How you configure that trigger depends on what type of process you’re creating
Add Process Criteria - Define the criteria that must be true before the process can execute the associated actions.
Add Actions to Your Process - After you define a criteria node, define the actions that are executed when the criteria are met. Actions are executed in the order in which they appear in the Process Builder
Execute Actions on More Than One Criteria - Choose whether to stop or continue your process after specific criteria are met and associated actions execute

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

App Menu
Setup | User Interface | App Menu
Apps
All apps installed in the org appear on the app menu items list. However, the apps that users see in their app menu and App Launcher vary depending on each app’s visibility settings and the user’s permissions
Users see only the apps that they are authorized to see according to their profile or permission sets
From the list of app menu items, drag the apps to change their order. Changes take effect immediately
Optionally, click Visible in App Launcher or Hidden in App Launcher to show or hide individual apps from the App Launcher for all users in the org

Lightning App Builder
Setup | User Interface | Lightning App Builder
Lightning Apps
The Lightning App Builder is a point-and-click tool that makes it easy to create custom pages for the Salesforce app and Lightning Experience. You can combine various components on a single page to give your users what they need all in one place. With the Lightning App Builder, you can build:
Single-page apps that drill down into standard pages
Dashboard-style apps, such as apps to track top sales prospects or key leads for the quarter
“Point” apps to solve a particular task, such as an expense app for users to enter expenses and monitor expenses they’ve submitted
Custom record pages for your objects, tailored to the needs of your users
Custom Home pages containing the components and features that your users use most

Path Settings
Setup | User Interface | Path Settings
Path
Use the Path component on opportunity, lead, campaigns, contracts, orders, and custom object detail pages in communities to show various stages of a business process
The Path component is intended for a wide-column layout. Add it to columns that are at least 50% wide, though full columns are best

Tabs
Setup | User Interface | Tabs
Custom Tabs
Custom tabs let you display custom object data or other web content in Salesforce. When you add a custom tab to an app in Lightning Experience, it displays as an item in the app’s navigation bar
When creating a tab for a custom object, select an icon to display, which profile should access the tab and in which app you want to include the tab

Themes and Branding
Setup | User Interface | Themes and Branding
Branding
Salesforce has improved readability, information density, and color contrast in Lightning Experience. These refinements are now built-in
In a future release, you'll be able to define a custom theme that matches your company's branding (available early 2018)

Rename Tabs and Labels
Setup | User Interface| Rename Tabs and Labels
Rename
With Rename Tabs and Labels you can change the name of almost any object, field, or tab in Salesforce
Select a language on the top of the page in which you want to make changes and click on an object
Enter a new tab name or click next to make changes on field names

Translation Workbench
Setup | User Interface | Translation Workbench | Translation Settings
Translation
The Translation Workbench lets you specify languages you want to translate, assign translators to languages, create translations for customizations you’ve made to your Salesforce organization, and override labels and translations from managed packages. Everything from custom picklist values to custom fields can be translated so your global users can use all of Salesforce in their language.
On the welcome page, click Enable.
To disable the Translation Workbench, from Setup, enter Translation Settings in the Quick Find box, select Translation Settings, and then click Disable.
To add new Languages click Add Button and select from all available Languages.
More Languages can be activated via
Setup | Company Setting | Language Settings
Click on the Edit Link next to the Language to adjust the Translation of the specific Language.
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Translation Workbench
Setup | User Interface | Translation Workbench | Translate
Translation
Select the Language you're translating into.
Select a Setup Component. Click the pull-down menu to select from the list of translatable customizations.
See Translatable Customizations for a complete list of possible customizations.
Depending on the setup component, select the next options.
The aspect is a part of the setup component that you can translate. For example:
Workflow tasks have an object (Account, Contact, etc.) and aspect (Subject or Comment).
Flows have a flow type (Flow and Autolaunched Flow), a flow name, and a flow component (Definition, Version, Screen Info, Screen Field, and Choice). Flow components can have a flow version, screen, or aspect.
Double click in the translation column to enter new values. You can press TAB to advance to the next editable field or SHIFT-TAB to go to the previous editable field. .

Translation Workbench
Setup | User Interface | Translation Workbench | Export
Translation
Create files that contain your org’s translatable metadata, such as custom fields, report types, and picklist values. Send these files to your outside translators or translation agency for bulk translation activities, then use Import to update your labels.
Select which labels you want to export.
Source–Used as the initial source for creating new translations.
Creates a single file that contains a list of all your translatable customizations. Typically, the content is in your organization's default language.
Untranslated–Used to make updates.
Creates a set of files that contain only customizations that have not been translated, including new and modified customizations.
One file is created for each language. These files are then compressed into .zip files.
Bilingual–Used for reference and reviewing all your untranslated and translated customizations.
Creates a list of all the translatable labels in their current translated or untranslated state.
One file is created for each language. These files are then compressed into .zip files.
Click Export. A status message tells you that the export is being processed. When the export is complete an email is sent to the email address specified in your profile.
Locate the exported .stf, .xlf, or .zip file.

Translation Workbench
Setup | User Interface | Translation Workbench | Import
Translation
Import and update the translations for your org’s metadata, such as custom fields, report types, and picklist values. Typically, the original files are exported from Salesforce, then sent to your outside translators or translation agency for bulk translation activities and returned to you for importing.
Click Browse to locate and select the file you want to import.
Click Import.
After the import is complete:
The labels are updated with the translations.
A confirmation email is sent to the email address specified in your profile.
Verify the imported changes have been implemented. You can:
Check labels in your Salesforce organization.
Check labels through the Translation Workbench.

Setup
Overview
ADMINISTRATION
PLATFORM TOOLS
SETTINGS
Apps
Features
Objects
Process
User Interface
Custom Code
Environ-ments
Company Settings
Identity
Security
SETUP
Users
Data

Sandboxes
Setup | Environments | Sandboxes
Sandboxes
Sandboxes are isolated from your production org, so operations that you perform in your sandboxes don’t affect your production org. There are different types of sandboxes:
Developer Sandbox
Developer Pro Sandbox
Partial Copy Sandbox
Full Sandbox
Log in to your sandbox by clicking on the link beside your sandbox name (only the creator of the Sandbox can see this link) or use the URL: https://test.salesforce.com
If you want to give other users access to your sandbox, you must update their usernames in the Sandbox first

Deployment Settings
Setup | Environments | Deploy | Deployment Settings
Deployment
A deployment connection enables customizations to be copied from one Salesforce org to another
The deployment connections list shows which orgs are authorized to upload changes to this org, and which orgs allow this org to upload changes to them
On Production Org: Activate Checkbox to authorize inbound deployment
On Sandbox: Activate Checkbox to authorize outbound deployment

Inbound & Outbound Change Sets
Setup | Environments | Change Sets | Inbound & Outbound Change Sets
Change Sets
Use change sets to send customizations from one Salesforce org to another
When you are on a Sandbox, use Outbound Change Sets to send Change Sets to your Production Org
When you are on the Production Org., use Inbound Change Sets to see all received change sets
All Change Sets have to be validated before those will be deployed on Production.
You can validate a change set without deploying changes, change sets that have been successfully validated might qualify for a quick deployment

System Overview
Setup | Environments | System Overview
Overview
The system overview page shows usage data and limits for your organization, and displays messages when you reach 95% of your limit
(75% of portal roles)
Click the numbers under each metric to get more details about your usage. If it’s available, use Checkout to increase usage limits for your organization
For example, if your organization reaches the limit for custom objects, the system overview page notifies you with a message link. Click the link to clean up any unused objects, or visit Checkout to increase your limit for objects

Reports & Dashboards

Reports & Dashboards
Learn how to use Reports & Dashboards
Dashboards represent data of a report via graphics, which allow users to see key metrics and performances quickly and comprehensively
Reports help you to access data quickly and comprehensively and is a resource component for building dashboards
Report types are templates for report creation

Reports
Report Formats

Reports
Landing page
Overview
New Report - Create a new report. (Click on “New Report (Salesforce Classic)” to creat a new report on the old classic layout
New Folder - Create a new report folder. This Folder will appear in the folder list “Created by Me”
Lists of Reports and Folders - Access predefined lists of reports and folders
Reports - By default, this section shows all recent reports. Depending on which list you choose in the left sidebar (3), the respective reports will show up here
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Reports
Create a new report
Report Builder
Fields Pane - Lists all accessible fields in the selected report type
Filters and Outline Pane - Select filters to limit the data shown in the report. Add groupings and choose which fields to display
Preview Pane - Contains a dynamic report preview, which allows the user to customize the report and see the immediate effect. The preview shows only a limited number (50) of records. Run the report to see all your results
Save & Run the report
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Reports
Subscribe to reports
Subscribe Reports
On the report tab, click on the dropdown of the report you want to subscribe and click on “Subscribe"
Select the frequency of your scheduled run, the days and the time
If needed, choose other users who should receive the report. Also choose a user who should be the running user
Click “Save” to complete the process
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Reports
Sharing of Reports
Sharing
Reports in Salesforce are shared through folders. Click on the button on the right side of the folder you want to share. Click on “Share”. (Different groups of users can be given different access rights to the same folder)
Define your sharing settings in the window that popped up
Sharing can be done based on individual Users, Roles, Roles and Subordinates or Public Groups
Search the Users, Roles or Public Groups in the Names section and select an access type. After that click on “Share”
View who can access the report in the “Who can access” section
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Dashboards
Landing page
Overview
New Dashboard - Create a new Dashboard
New Folder - Create a new dashboard folder. This Folder will appear in the folder list “Created by Me”
Lists of Dashboards and Folders - Access predefined lists of dashboards and folders
Dashboards - By default, this section shows all recent dashboards. Depending on which list you choose in the left sidebar (3), the respective dashboards will show up here
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Dashboards
Dashboards chart types

Dashboards
Create a new dashboard
Add components
New component - Add a new component (Report plus chart type) to your dashboard
Add report - Select a report you want to add to your component
Select - Click on Select to be redirected to choosing chart types
Chart type - Choose a chart type for your report to visualize your data. Below, define axis, sort rows and add titles
Add your component to the dashboard
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Reports & Dashboards
https://trailhead.salesforce.com/en/content/learn/modules/lex_implementation_reports_dashboards
Project: Quickstart Reports & Dashboards
https://trailhead.salesforce.com/projects/quickstart-reports
Create Reports and Dashboards for Sales and Marketing Managers
https://trailhead.salesforce.com/en/projects/create-reports-and-dashboards-for-sales-and-marketing-managers

Thank you.

Helpful Links
View and Manage Users
https://help.salesforce.com/articleView?id=admin_users.htm&type=0
Add a Single User
https://help.salesforce.com/articleView?id=adding_new_users.htm&type=5
User Management
https://help.salesforce.com/articleView?id=users_mgmt_overview.htm&type=5

Helpful Links
Manage Profile Lists
https://help.salesforce.com/articleView?id=users_profiles_view.htm&type=0
Clone Profiles
https://help.salesforce.com/articleView?id=users_profiles_cloning.htm&type=5
Profiles
https://help.salesforce.com/articleView?id=admin_userprofiles.htm&type=5

Helpful Links
User Role Hierarchy
https://help.salesforce.com/articleView?id=admin_roles.htm&type=0
Assign Users to Roles
https://help.salesforce.com/articleView?id=assigning_users_to_roles.htm&type=5
Guidelines for Success with Roles
https://help.salesforce.com/articleView?id=setup_roles_guidelines.htm&type=5

Helpful Links
Permission Sets
https://help.salesforce.com/articleView?id=perm_sets_overview.htm&type=5
Create Permission Sets
https://help.salesforce.com/articleView?id=perm_sets_create.htm&type=5
Assign Permission Sets to a Single User
https://help.salesforce.com/articleView?id=perm_sets_assigning.htm&type=5

Helpful Links
What Is a Group?
https://help.salesforce.com/articleView?id=user_groups.htm&type=0
Create and Edit Groups
https://help.salesforce.com/articleView?id=creating_and_editing_groups.htm&type=5
Public Group Considerations
https://help.salesforce.com/articleView?id=user_groups_considerations.htm&type=5

Helpful Links
Data Import Wizard
https://help.salesforce.com/articleView?id=data_import_wizard.htm&type=0
Import Data with the Data Import Wizard
https://help.salesforce.com/articleView?id=import_with_data_import_wizard.htm&type=5
Choosing a Method for Importing Data
https://help.salesforce.com/articleView?id=import_which_data_import_tool.htm&type=5

Helpful Links
Export Backup Data from Salesforce
https://help.salesforce.com/articleView?id=admin_exportdata.htm&type=0
Delete Multiple Records and Reports
https://help.salesforce.com/articleView?id=admin_massdelete.htm&type=0
Monitor Data and Storage Resources
https://help.salesforce.com/articleView?id=admin_monitorresources.htm&type=0

Helpful Links
Things to Know About Duplicate Rules
https://help.salesforce.com/articleView?id=duplicate_rules_overview.htm&type=0
Create or Edit Duplicate Rules
https://help.salesforce.com/articleView?id=duplicate_rules_create.htm&type=5
Matching Criteria for Matching Rules
https://help.salesforce.com/articleView?id=matching_rule_matching_criteria.htm&type=5

Helpful Links
Set Up Your Company in Salesforce
https://help.salesforce.com/articleView?id=admin_profile.htm&type=0
Feature Licenses Overview
https://help.salesforce.com/articleView?id=users_understanding_feature_licenses.htm&type=5
Language Settings Overview
https://help.salesforce.com/articleView?id=setting_your_language.htm&type=0
Manage Multiple Currencies
https://help.salesforce.com/articleView?id=admin_currency.htm&type=0

Helpful Links
Monitor Login History
https://help.salesforce.com/articleView?id=users_login_history.htm&type=0
Identity Verification History
https://help.salesforce.com/articleView?id=security_verification_history.htm&type=5
Set Trusted IP Ranges for Your Organization
https://help.salesforce.com/articleView?id=security_networkaccess.htm&type=0
Restrict Where and When Users Can Log In to Salesforce
https://help.salesforce.com/articleView?id=admin_loginrestrict.htm&type=5

Helpful Links
Sharing Settings
https://help.salesforce.com/articleView?id=managing_the_sharing_model.htm&type=0
Organization-Wide Sharing Defaults
https://help.salesforce.com/articleView?id=security_sharing_owd_about.htm&type=5
Sharing Rules
https://help.salesforce.com/articleView?id=security_about_sharing_rules.htm&type=5

Helpful Links
Passwords
https://help.salesforce.com/articleView?id=security_overview_passwords.htm&type=5
Set Password Policies
https://help.salesforce.com/articleView?id=admin_password.htm&type=0
Expire Passwords for All Users
https://help.salesforce.com/articleView?id=expiring_passwords.htm&type=0

Helpful Links
Modify Session Security Settings
https://help.salesforce.com/articleView?id=admin_sessions.htm&type=0
Session Security
https://help.salesforce.com/articleView?id=security_overview_sessions.htm&type=5
Manage Installed Packages
https://help.salesforce.com/articleView?id=distribution_managing_packages.htm&type=0
View Installed Package Details
https://help.salesforce.com/articleView?id=distribution_package_detail.htm&type=5

Helpful Links
Create Lightning Apps
https://help.salesforce.com/articleView?id=dev_apps_lightning_create.htm&type=5
Salesforce App Considerations
https://help.salesforce.com/articleView?id=dev_apps_considerations.htm&type=5
Lightning Apps
https://help.salesforce.com/articleView?id=dev_apps_lightning.htm&type=5
Create and Edit a Custom Lightning Console App
https://help.salesforce.com/articleView?id=console_lex_create_custom.htm&type=5

Helpful Links
Your Org’s Branding in the Salesforce App
https://help.salesforce.com/articleView?id=customize_sf1_branding.htm&type=0
Customize Branding of the Salesforce App
https://help.salesforce.com/articleView?id=customize_sf1_branding_edit.htm&type=5
Salesforce App Navigation Menu
https://help.salesforce.com/articleView?id=sf1_navigation_menu_about.htm&type=5

Helpful Links
Set Up a Custom Report Type
https://help.salesforce.com/articleView?id=reports_report_type_setup.htm&type=0
Create a Custom Report Type
https://help.salesforce.com/articleView?id=reports_defining_report_types.htm&type=5
Add Child Objects To Your Custom Report Type
https://help.salesforce.com/articleView?id=reports_report_type_objects.htm&type=5

Helpful Links
Feed Tracking
https://help.salesforce.com/articleView?id=collab_feed_tracking_overview.htm&type=5
Customize Chatter Feed Tracking
https://help.salesforce.com/articleView?id=collab_feed_tracking.htm&type=5
Chatter Feeds Overview
https://help.salesforce.com/articleView?id=collab_feed_overview.htm&type=5

Helpful Links
Find Object Management Settings in Lightning Experience
https://help.salesforce.com/articleView?id=extend_click_find_objectmgmt_lex.htm&type=5
Create Custom Fields
https://help.salesforce.com/articleView?id=adding_fields.htm&type=5
Page Layouts
https://help.salesforce.com/articleView?id=customize_layout.htm&type=5
Create Record Types
https://help.salesforce.com/articleView?id=creating_record_types.htm&type=5
Compact Layouts
https://help.salesforce.com/articleView?id=compact_layout_overview.htm&type=5

Helpful Links
Validation Rules
https://help.salesforce.com/articleView?id=fields_about_field_validation.htm&type=5
Define Validation Rules
https://help.salesforce.com/articleView?id=fields_defining_field_validation_rules.htm&type=5
Validation Rule Considerations
https://help.salesforce.com/articleView?id=fields_validation_considerations.htm&type=5
Tips for Writing Validation Rules
https://help.salesforce.com/articleView?id=fields_validation_rules_tips.htm&type=5
Trailhead - Create Validation Rules
https://trailhead.salesforce.com/en/modules/point_click_business_logic/units/validation_rules

Helpful Links
Schema Builder
https://help.salesforce.com/articleView?id=schema_builder_working.htm
Schema Builder Custom Object Definition
https://help.salesforce.com/articleView?id=schema_builder_elements_objects_ref.htm
Trailhead – Data Modeling
https://trailhead.salesforce.com/modules/data_modeling

Helpful Links
Process Management
https://help.salesforce.com/articleView?id=schema_builder_working.htm
Create a Process
https://help.salesforce.com/articleView?id=process_create.htm&type=5
Trailhead - Process Automation
https://trailhead.salesforce.com/en/modules/business_process_automation

Helpful Links
Lightning App Builder
https://help.salesforce.com/articleView?id=lightning_app_builder_overview.htm
Build Apps Visually with Lightning App Builder
https://developer.salesforce.com/events/webinars/Lightning-App-Builder
Create an App Home Page with the Lightning App Builder
https://help.salesforce.com/articleView?id=lightning_app_builder_create_app_page.htm
Trailhead - Lightning App Builder
https://trailhead.salesforce.com/en/modules/lightning_app_builder

Helpful Links
Path
https://help.salesforce.com/articleView?id=rss_sales_path.htm
Guide Users with Path
https://help.salesforce.com/articleView?id=path_overview.htm
Trailhead - Path & Workspaces
https://trailhead.salesforce.com/en/modules/sales_admin_optimize_salesforce_for_selling

Helpful Links
Rename Object, Tab, and Field Labels
https://help.salesforce.com/articleView?id=customize_rename.htm
Enable and Disable the Translation Workbench
https://help.salesforce.com/articleView?id=customize_wbench.htm
Translate Terms
https://help.salesforce.com/articleView?id=entering_translated_terms.htm
Translation Files
https://help.salesforce.com/articleView?id=translation_file_description.htm
Exporting & Importing Translation Files
https://help.salesforce.com/articleView?err=1&id=workbench_export.htm
https://help.salesforce.com/articleView?id=workbench_import.htm

Helpful Links
Sandbox Types
https://help.salesforce.com/articleView?id=create_test_instance.htm
Sandbox Licenses and Storage by Type
https://help.salesforce.com/articleView?id=data_sandbox_environments.htm
Trailhead - Application Lifecycle Management
https://trailhead.salesforce.com/modules/alm_deployment

Helpful Links
Change Sets
https://help.salesforce.com/articleView?id=changesets.htm
Change Sets Best Practices
https://help.salesforce.com/articleView?id=changesets_best_practices.htm
Deploy Inbound Change Sets
https://help.salesforce.com/articleView?id=changesets_about_inbound.htm
Upload Outbound Change Sets
https://help.salesforce.com/articleView?id=changesets_about_outbound.htm
Trailhead - Change Management
https://trailhead.salesforce.com/modules/app_deployment