 Hello hi everyone, I am Sanjay Gupta, I welcome you on Sanjay Gupta Tech School. So today is day 20 of this live Salesforce learning bootcamp and this week we are learning how to implement a project on admin and today we will be seeing like how we can implement part 5 of this admin project. So lots of things we already implemented and few things are remaining. So let's see whether it will be completed by today or not. If not then tomorrow one more session I will be doing so that that admin project we can complete as a whole. Okay, so hi and welcome everyone once again. So I am going to start today's session in a minute just waiting for more folks to join and I think today it is Friday so maybe less people join but recording will be available for everyone so that they will be watching it on weekend so that their admin project will be completed. Okay so moving forward so this is me having 16 plus years of experience so I hope those who are joining regularly they are having this in mind very well and like this week we are going to complete admin project so next week I will be starting flow related sessions right so from next week you will see different timeline so in that timeline I will be adding flow builder and development related features and if anyone from your circle want to learn development so please share information with them so ask them to follow Sanjay Gupta Tech School on YouTube, LinkedIn, Udemy, Instagram, Telegram because on each platform I am sharing information so that I can remind you about the sessions and on YouTube all the sessions are available live as well as recordings are available and so if they will be following these platforms so they will get to know like when they need to join the session and also please share the session tracker with them so that they can see like all admin sessions how in depth I explained so similarly I will be doing the development related sessions okay so and please share a review and feedback about the boot camp so you can share it on YouTube, LinkedIn, Telegram anywhere wherever you want right and if you want to show some gratitude and support so like YouTube provides super thanks super sticker and here in this chat also you can see super chat option is available so anytime you feel like you want to give me a small treat you want to buy a coffee for me so you can just pay a small amount it will motivate me and that is totally optional it depends on your choice okay so now I am moving to a project so you can see we are implementing the Salesforce admin project and we already implemented all the objects so I am just jumping to the topic where we left the session yesterday so I think all these things we implemented yesterday and we need to implement this step step number 30 right so I am already logged in to my Salesforce org and if I read this requirement so in this requirement you can see we need to create a related list single and that we need to create on job application record page to show all related job applications to position and candidate right so first we need to understand this requirement and then I will be showing you how we can implement it so it is saying job application so if I go to the app and click on any job application so if you see each job application will be having a candidate and position populated right so what happens if you open any candidate record so with this candidate there may be chances like more than one job applications are related because it is possible like this candidate has applied for more than one jobs or positions and same can happen with this position like this position can have many job applications right so my requirement is this job application ja 0001 is related to this candidate and position now what other job application whatever other job applications which are related to this candidate and position so those will be considered as sibling records for this job application right so if I open candidate and go to related list so here we can find so we have two job applications so for job application one two will be sibling and for two one will be sibling so if I am on job application one so what my requirement is on this record page I want to see all the related job application which are related to candidate or which are related to position so in short what you can say you want to see all the siblings of this job application which are related to candidate and position so now how we can accomplish this requirement so you need to go to top right corner and click on this gear icon and then you just need to edit the page so if you edit the page so at top right sorry top left corner you will find an option related list single right so what you can do you can just drag and drop it here okay and from top right corner what you need to do you need to pick the lookup so on job application we have two lookups candidate and position so first of all I am selecting candidate and on candidate whatever related lists are available they are listed here so I am going to select job application right so here you can see job application for parent candidate so on this record we have a candidate that is 01 and whatever job applications are related to this candidate they will be available here right now I can drag and drop it one more time so this will be for position right so for position I am selecting here position and under related list I am selecting job applications so here you can see these two are job applications which are related to parent position right now I am clicking on save so it will ask for activation so just click on activate and you can assign this page to particular app so I clicked on app default and from here I am selecting recruitment right now I'm just clicking on next next and save right now I'm moving back from this arrow so on job application record you will see two related list right so here you can see two records are available so currently we are on job application one but here at right hand side you will be able to see two job applications right which are related to that candidate and two positions which are sorry two job applications which are related to position and this candidate and position is this one which is populated here on the record right so this way you can create related list single to accomplish this requirement then next we need to enable feed tracking so in one of the session I explained you how we can enable feed tracking and feed tracking is basically used to track the changes in particular fields right so we need to do it for candidate and position so now I am going to do it for you so first of all we need to go to home and here we can search for feed tracking so this option is available here feed tracking that you need to search and here you can see all the objects are listed that you want to track and we need to track candidate here it is so right now on candidate object feed tracking is not enabled so if I take you to candidate and open any candidate record so here you can see activity component is available but chatter component is not available because feed tracking is not enabled right so now what I'm going to do from here I am going to enable this feed tracking and after enabling feed tracking you can pick particular fields email first name mobile phone street so this way you can just enable the fields that you will be tracking right and you can see you can select up to 20 fields right so I selected few of the fields okay and I'm just clicking on save now if I move here and refresh the page so you will see a chatter component will be available beside activity so here it is so once you enable feed tracking then only it will be available automatically okay now what I'm going to do I'm going to edit the page and here let's say I'm going to change candidate name so in place of candidate here I'm going to write my name Sanjay and I'm saving it so at right inside you can see here changes reflected like first name is changed and initially it was having candidate and now it is Sanjay and in feed tracking you can see here if you want to write a comment and if you want to tag someone so we have a test user if you want to tag test user and please review this change so this way you can tag and you can just write this message and you can comment right so this way you can use this chatter so that whatever changes you are tracking and you can just mention someone in a comment and when that user will be receiving an email notification so that user will be replying on that thread in the same component right so whatever activity you are going to do on this record so they will be tracked under this chatter component right so this way I enabled feed tracking on candidate similarly you can do it for position object so what you need to do from here you need to search for position and here also you can see we need to select enable feed tracking and here you can select particular fields that you want to track right and you can just click on save so similarly if you go to position record and open any of the position record so you will find this chatter right and I just tracked this apex field so if I uncheck it and save it so it will be tracked here so we change it from true to false right so this way you can enable feed tracking in your org now I am moving forward so here next option is field history tracking so here it is mentioned you need to enable it for all objects and for some selected fields right so I am going to demo it for one object and rest of the object you can just explore yourself so what we need to do we need to go to object manager and from here I am searching for candidate object I am going to open it clicking on fields and relationships and on top right corner you will see this option set history tracking right so this way if you click on this button so here you will find all the fields that you can track okay and fields new and old both the values will be tracked so you can just enable few fields okay and here also limit is 20 that we discussed in one of the session so I am just clicking on save so here once you enable this history tracking so you need to go to page layout open the page layout and on this page layout you just need to place a related list so you need to click on this related list option so here you will be placing a related list named as history so just search for history here you can see we have candidate history so you need to place it under the related list so here we have all the related list so I am going to drag and drop it so candidate history related list is added now I am going to save it and from here I am going to save right so this way if you want to enable history tracking so you need to apply two steps one you need to enable history tracking and another you need to set that related list on the page layout now if you go here and open any candidate record so here under the related list you will find that it is not available I am refreshing yep so here you can see this candidate history is available now if I change something so I am going to change country so my country is India so I am just filling and saving it so if I go here so I just need to refresh so that this related list will be having the value so here okay I think country is not tracked so let me just check whether country field is tracked or not okay country field is actually not tracked so I am just going to change state or city because I think city is also tracked so my city is Jaipur so I am going to fill that and let's see whether it will be tracked or not so I am just clicking on save and going here yeah so here you can see it is showing which field date and time user and original value was blank and new value is Jaipur right so this way you can see this way we can see the history right so you can apply this for more than one object and so that you can just do a practice so this was very easy now next we have list views okay so we need to create following list views and we need to select suitable field to display and apply filters so first list view we need to create on position object and this list view name will be open position so basically on position we have a field called status if I go to position object under fields and relationship so there you will find a field as status if you open it so here you will find pick list values so here you can see we have new position pending approval open approved so these three positions will be considered as open positions right so if on position record if status is having any three value so that will be considered as open and if anyone from these last three closed field not approved and cancelled is available so that will be known as closed so here we need to create two opportunities sorry we need to create two list views open position and closed position so both will be created with the help of status so now I'm going here clicking on positions so here you can see we have total two list views now I'm going to create one more so to create list view you need to click on this button gear icon so okay there is a question Simi is asking history will show up on feed tracking as well so answer will be no both are not connected if you enable history tracking so it will be available in the related list and if you enable feed tracking so that will be available in the chatter so if you want to create a new list view so you just need to click on this new and here you need to provide list view name api name will be populated automatically then from here you need to select like who can see this list view so I'm going to select all users those are available in the or they will be able to see if you want to change it as per the business requirements so you can see three options are available and then you can just click on save okay so this list view is created and here at right inside you can see filters are available so from here I'm going to select all positions and my position means like the position record which I created like my user is created and filter by scope I already told you in one of the session like you need to create a scope and basis on that scope your record will be available so generally we prefer all positions and you can click on done now here we need to apply one more filter because we need open positions only so here I'm going to search for status so here status field is available and it should be equals to new position pending approval and open approved so three positions sorry three statuses I selected and I'm clicking on done right so this way this filter is applied I'm clicking on save and anytime if you want to see or toggle the filter this option is available here right and you can see the filter from here as well edit list filters okay now if it is applied you can close it here you can see three records are available but here fields are not visible so I'm going to add some fields now so here I'm selecting fields to display and I'm going to place status first of all then I'm going to place record type then type then I'm going to place days open right so I'm picking five fields only as of now if you want more you can so here you can see all three positions are having status as new position and let's see how many positions we have so we have lots of positions so here if I set that field status so right now I'm on all list view so here you can see we have new position new position new position three are new and five are having no value right so one is having closed field so here I'm going to populate the status so that if I create another list view so we will be having some data okay here validation rule is working so I'm filling that and it will be saved okay and the newly created list view will be available here so here you can see this open position list view is available okay so now I'm going to create one more list view so for that I will be opening this one open position so first open open position list view and then from here you can just clone it right and here you can write close positions okay then select all users and click on save so this way another list view is created and what is the benefit here filters will be available automatically and all the fields will be available automatically because we just cloned open position list view right so here if I click so here I need to deselect these options and I am selecting these options because these are related to closed and I'm clicking on done and save so here you can see record automatically updated and only two records are available which are related to closed status okay so this way I just created two list views and I can see there are two versions field history tracking we can see multiple histories so multiple histories means like for one field if you want to see multiple histories that is possible and in chatter we can see the latest changes so if it is tracked through history tracking then only you will be able to see that right so now I'm going to create more list views so we need to create technical position and non-technical position so what I'm going to do again I'm going to clone it and here I'm going to write technical position all users and save so again it is cloned and here I need different filter so this time I need to check record type so if record type is technical so those records will be filtered out I'm clicking on save so here you can see only one record is available where record type is technical position right now if you want to create one more so again you can clone it and here you can fill non-technical right and you can select all users can see this list view click on save then here you can change the record type to non-technical and click on done so this way what happened we created total four list views and if you want to see all the list views so they are available here so we have close positions we have non-technical positions we have open positions we have technical position and if you switch to any list view so that list view will show records accordingly right so this way this is the benefit of creating list views there is one question can we add charts so here we have this option available so this list view doesn't have any chart yet so I think we need to create charts but this this feature is not useful in my career I never use this because if you want to create charts so for that purpose you should use reports because there you will be able to create proper and appropriate charts we have this this feature as well which is Kanban and split view so it is useful so if I click on open positions and click on Kanban view so summarized by days open and grouped by functional area and I'm clicking on save so this way you will be seeing your records so non-technical technical uncategorized so this is your kanban view so what you you can do you can simply drag and drop it here so its status will be updated automatically so this you need to configure so right now I configured it basis on this field which is like functional area so generally we need to create it with the help of status field so that will be better and this is split view so here you can see records are available and here you will see the details okay so these are different views available you can use anyone and from here you can change it anytime and this option is for refresh this is for inline editing and right now it is disabled so this way I hope now you understood all the options now if we go further so we need to create two list views on candidate object employed and non-employed so I'm going to create these two as well okay so here we can see only two list views are available so first of all I'm going to create new one and this will be for employed candidate so I'm just copying it and pasting it it will be visible for all the users save then here you need to apply filters so here I'm selecting all candidates done now we need to apply one more filter so whether employee is employed or not so we have this field currently employed so you can just check it and select true if currently employed is equals to true then you can consider that employee is employed sorry that candidate is employed and click on save so only one record is available where that checkbox is checked and how we can verify we need to add fields so select fields to display and first of all I am going to select currently employed then you can select first name you can select last name other than that you can select email if it is available so now I'm just clicking on save so that fields will be available so here you can see this candidate is currently employed right now or if you go to all so you will see all the records so total three records are available in which one is currently employed now if I open that list view again employed candidates so what I need to do I need to create one more that is non-employed candidates so I will be just cloning that and visible to all the users and I'm clicking on save right so here I need to change the filter and I'm choosing false so currently employed equals to false and then I'm clicking on done and save right so here you can see non-employed candidates and two records are available here this checkbox is false okay so this way now here we have total four list views all employed candidates non-employed candidates and recently viewed okay so I hope this way you understood and next we have to create a global action for position and candidate records so I'm going to show it for position and I think through those steps you will be able to create for candidate as well okay so I'm going to create a global action so that we can create a position and I hope you remember global actions will be available at top right corner under this plus icon okay so moving here clicking on home and here I'm going to search for global actions so here I'm going to create a new action so we need to create a record and target target object is position then this object is having record type so we need to select that as well if object is not having any record type so this record type option won't be available and standard label type you can leave then new position and then save so it will show you the layout and on this layout you can place certain fields so position name is by default available you can add a functional area then job label then open date then you can have close date right so these you can place and you can also place hiring manager so whatever important fields you see so those fields you can place here and then click on save right and if you want to pre-populate or fields to somewhere sorry values to some fields so here predefined field values option is available so you can just choose it so click on new and you can select particular field and assign some default value okay so I'm moving back clicking on global actions again and here you will find this new position action is available right now what we need to do we need to select this publisher's publisher layout so here you need to click on edit then click on mobile and lightning action and here you will see this new position so simply click and drag and drop it here under salesforce mobile and lightning experience actions so if you click drag and drop your action here so then only it will be available on that plus icon okay so I'm just clicking on save and I'm going to refresh the page here as well so everywhere under this plus you will see this icon new position so it is available here if I go and click here so here also it will be available new position right so if I click here so I will be able to create a new position so I just need to fill all these information so I need to fill position name open date functional area close date job level and hiring manager if I fill all these details and click on save so a new position record will be created right so this way you will be able to create a global action okay now similar to this way you can also create global action for candidate and there is a question Sunita is asking what is the difference between feed to tracking and field history tracking so this I already should explained you in previous session where I explained this topic so I am explaining it again so in case of feed to tracking your field updates will be tracked in the chatter component and in the chatter component you have a spatial feature like you can track comments as well for particular entry whereas if you enable field history tracking so old and new values of particular field will be available under a related list and in that related list you won't be having any comment section so you can just see which field is changed what value changed what was the old value what is the new value and which user changed that value right so these things you can do with the help of field history tracking right now I am moving to next step which is create object specific action so I hope you remember object specific action means if we open any record and if we see these buttons so from here you can you can create a record as well so what we need to do we need to create a review record from job application so review is basically child for job application okay so what I am going to do clicking on object manager and here I am searching for job application clicking on button links and actions so on right hand side I have this new action button so I clicked on that so from here I need to select action type so create a record and target object review right all the related objects are available here so I am selecting review it is not having any record type so that is not visible then I just need to provide the label so label I am populating as new review and save right so what will be the benefit of creation of this button so it means whenever you will be on any job application so you don't need to go to related list and create a new review record from here instead what you can do from here you will find a button and you can just click and you can create a review record so let's complete the steps so job application and rating fields are already available because these are required and you can place assessment field as well now just click on save so it is created again click on button links and actions so here you can see this new review action is created now you need to go to page layout open job application layout and here you need to click on this option mobile and lightning actions so if you click here and scroll down so here also you will see this action salesforce mobile and lightning experience actions right so here you will find this link so click on it so you will see all the buttons which are already available and here we need to place this new review so just click drag and drop it so here you can see new review option is added right now you just need to click on save now I'm moving to job application so that object specific action will be available on each job application record so here you can see I'm on particular job application which is 001 and if I go to right side so here I have this button new review if I click on it so I will be able to fill new review so if I provide rating and save so a new record will be created it is 06 if I go to related list so here it is available okay and if I create it so all the roll-up summaries swamla's are auto calculated okay so this was 01 now I'm going to 02 here also you can see this review button is available if you click you will be able to submit a rating so this is basically object specific action yes Sunita both feed tracking and history tracking are doing the same thing but in different ways so it depends on the business requirement which feature you need to implement okay so we completed till number 35 so we are good on progress now next is reports and dashboards so all the topics which are all the points which are related here they are somewhere related to reports or maybe dashboard so let's quickly create them one by one so first I need to create a tabular report for candidates and reports should display only those candidate details where email is not null and also add some fields as per choice in the report okay so now I'm going to create one by one all the reports and if you have already created those reports so you can just verify all the steps that is important right and if you have not implemented so you can just go and implement them with me as well okay and this is important for everybody those who have implemented all the steps so as a beginner you just need to make sure whether you have implemented it correctly or not so even if you are ahead and like you miss any particular video out of like this is part five and tomorrow we will be having part six so from total six videos if you have skipped anyone so please do watch that recording and verify whether you have implemented things correctly or not right so that that is important as a beginner so I'm going to create a tabular report for candidates object so first of all I need to check whether a record report type is available for this object or not so what I'm going to do I will be using reports and dashboard tabs so I will be adding them on recruitment application okay so we have two ways to add tabs so one we can add them through this pencil icon okay and another you can just search for app manager and you can add it your application so I'm going to add it my recruitment application from here and I will be adding reports and dashboard tabs so I'm clicking on navigation items and from here I'm searching for reports dashboards and I'm clicking on save so moving back and coming here so I'm refreshing the page and you can see reports and dashboard tabs are available under the recruitment app right so if I click on reports so from here I will be able to create new reports so from here I'm clicking on new report so it will show you a pop-up from where you can select report type so I'm clicking on all and searching for candidates so here you can see candidates report type is available okay so you might be thinking how it is available automatically so if you remember when we created objects so we already enabled allow reports option so if I open candidate object and go to details so here you can see we already enabled this option enable reports so if it is checked it means report type will be available and you can use that right if it is not checked then you need to create that report type at your own so we have a report type available so I'm just clicking and total 30 quills will be available to use and right now we don't have any report created on this so I'm just clicking on start report okay so here candidate number is available and if you want to pick more fields so you can add first name so I'm adding them from here you can add last name you can add year of experience city right so this way fields you can add these are required okay so whatever field you add they will be available here also and if you go to filter you can select all candidates and apply and this is all time which is correct okay and here we have a condition report should display only those candidate details where email is not null okay so we can apply this filter so just search for email is not equals to and you can leave it blank and apply so there is no record where email is populated so that's why you can see this table got blank okay if you remove this your records will be available right so this way you can create your first report I'm going to save it so this is new candidate report and I'm going to save it so I'm going to create new folder and I'm naming it as admin project so all the reports I will be storing in this folder only so I'm selecting admin project and saving it okay so this way I created first report for you okay so Mary is appreciating the project so thank you Mary for appreciation and like it is very lengthy to implement so this is fifth day we are implementing so along with you I'm also implementing everything so it takes lots of patience because I already know and everything and this is very basic for me still for you guys I'm implementing it so that you can just test everything so next is number 38 no number 37 so number 37 says we need to summarize data of position based on position status and short data for open positions only and also create a bar chart so we need to create a summary report and we need to apply a filter as well okay so now what I need to do first of all here I'm going to check whether position report type is available or not so I just need to click on all so make sure whenever you are searching for report type you click on this all option so just search for position and here it is then click on start report so here only position name is added so I'm going to add some fields so I am adding hiding manager days open open date close date functional area scale required right so this way here you can see different columns are available right now in filter I am going to choose all positions right and here we need to apply one more filter that is we need to show only open positions and if I add status so here you can see open closed and blank where where status is blank all those positions are available so now before applying filter I'm going to apply grouping so here you can see grouping is applied so four are blank three are new position one is closed filled and one is closed not approved so this way I summarized now if I apply filter so filter says we need only open positions so I'm selecting new position open approved and pending approved and no selection as well and applying so you can see only two rows are available one where status is blank and one where status is new position right so this way you can just apply filter and you can summarize as well and if you want to apply chart you can just click on add chart it will be applied so this is basically bar chart now you can just click on save so new position so position report and here I'm writing summary then I'm going to select the project folder admin project and saving it okay so this way I just created two reports next is we need to summarize review records okay so what we need to do we need to group them basis on candidates so that rating can be grouped and create a donor chart right so okay so this report we need to create on review object so I'm moving here selecting reports and clicking on new report and this time I'm clicking on all and searching for review okay here job applications with reviews available activities with reviews available so I'm selecting it and clicking on start okay so here if you want to place any field you can so I'm selecting position candidate status total rating right now I just need to summarize so I'm populating rating as well and let me summarize it based on candidate yes so it is summarized properly so here you can see for this candidate 01 we have four reviews right and under one job application then for this number two candidate we have two one job application and two reviews so this way everything is available and wherever you have numerical values they are also showing sub total and total right and if you want to create donor chart so that is possible just click on this setting and you can click on donut and save it okay now I am selecting folder admin project and saving it okay so this way I created one more report then we need to create matrix report and here we need to create it on position and we need to group rows on status and column on type so quickly I'm going to create it so this will be on position so position is available here I'm starting it so from here I'm selecting few fields right so these are the fields which I selected now I need to apply two things group rows on status and column on type so first time selecting status and second I am selecting type this way you can see the results are available okay and here sum and record count both are available okay so this is our matrix report and you can just save it then select a folder admin project and you can save it right so next is create a report on job application having related review records summarize it based on status so I think this we already created there we summarize based on candidate now here we need to summarize it based on status so so I'm going to create new report job application with reviews so job application with reviews and selecting it now here I am adding certain fields right and I need to group them based on status so all the job applications are in new status so that's why it is summarized in this way right so I'm just saving it as well so selecting admin project and saving it right then we need to create report on duplicate so I think this is already created so I am just skipping this because we already created report on duplicate earlier in one of the session so if you open that and if you have any duplicate on candidate so in that report you will be able to see them then here you need to apply bucketing on fields on position so create a bucket for open position and another for closed position and use the bucket field to summarize the report so this I'm going to demo because it is important so I'm creating new report on position so on position I'm going to add some fields like close date days open look location then open date then I'm going to add status as well so on status you can see if you are having new fewer having closed and few are blank so now I'm going to create a bucket field so bucket field I'm going to create on status so clicking here and here you can see we have an option bucket this field so I'm just clicking on it and from here I will be creating a bucket so bucket name status bucket then at bottom you can see at bucket option is available so here you can write open positions and you can select bucket values and you can move to open positions right then add one more bucket closed positions and go here and select these remaining three values and move to closed position right so three are in open and three are in closed and if you see all values so every pick list value is mapped right we can add one more bucket and here we can write so others so I'm just deleting it because I have this checkbox bucket remaining value as other okay so this is created now I'm just clicking on apply so here you can see this bucket is created so wherever you have new position so it will be known as open position wherever closed not approved closed field is available so it will be known as closed position and where status is blank so it will be known as other okay now there is a requirement like we just need to summarize the report basis on this bucket field so it is very easy now here you can just pick it status bucket so you can see it is summarized open positions are three closed positions are two and other are four okay so this way I hope you understood how we can create a position report with help of bucket I'm saving it and I'm going to save it in the admin project okay now we need to place summary and matrix reports on the homepage of the recruitment app and also place position matrix report on position record page so first I'm going to place a few reports on like homepage and if you remember only those reports we can place where we enable the charts so I think we enable charts on only two reports so those two reports we will be able to place so I'm moving here moving to home and from top right corner on this gear icon I'm clicking and selecting edit page so lightning app builder will be opened and from here top left corner I will be selecting report chart okay I'm dragging and dropping it here so here you can see matrix opportunity report is available but I'm going to choose another one so position report review report these two are available so I'm selecting position report so here you can see it is updated now from left hand side I'm going to drag and drop it again and here I'm going to select review report right so these two reports I placed here and I'm going to click on save at top right corner and from top left corner I'm clicking on back and moving to home page and here you can see both the reports are available one is in center and one is in bottom right corner right so this way you can add your reports wherever you enable the charts on home page now here it is saying position report we need to place on position record page so I think yeah this one position report we can place on position record page so it will be available on each record page then so if I open any of the record page click on gear icon and edit the page so on record page also you can place the reports so just search for report chart and you can drag and drop it here above to activity component and from here you can select position report and click on save it will ask for activation so click on activate and you can activate it for app so from here you can select recruitment app and just click on next next and save from top left corner you can move back and now on each record page each position record page you will find the support if you open any of the record there you will find the support okay now next is we need to place reports on a dashboard and we need to add dashboard on the home page so I think it is also very easy if you go here on the dashboard you can click on new dashboard and here we can write name so admin project dashboard here we need to create a folder as well so I am adding it to my dash folder so I am selecting it and create so this way dashboard will be created now we just need to add the components so position report I am selecting and it will be added then I am going to select review report so it also will be added so this in this I am selecting this type of chart so I am adding it then again clicking here position report with bucket field selecting it so here we have this chart so I am changing it to donor chart adding it it is placed at bottom so I am just clicking and dragging and dropping it above so this way you can create a dashboard new candidate report adding it so this is a tabular report so table will be available and here no data is available that's why nothing is displayed right so I am just going to save it clicking on done so it is created now what we need to do go to home page and home page you can place it so I am just going to add it and I think everybody remember like how we can place dashboard so you just need to search for dashboard and here you can place it so this way dashboard is available here along with the reports and if you save it and go back so you will be able to see it on home page right and if you want to learn about reports and dashboards in detail so you can just revise the previous sessions those are available in the session tracker so from there you can see everything in detail now I am going to cover only two more points export and share which are pretty easy so if you want to export any data from report so just open any report and from top right corner if you click on add it so here you will find this export button so if you click on this export button so you will have these two options so select anyone whichever you want and as per the description your report will be exported and it will be available in the excel format okay and last we have sharing of report and dashboard so we cannot share individual report and dashboard instead we can share report and dashboard folders so here if I take you to reports and if I click on all folders so here we have admin project folder so at right inside if I click so here we have share option and from here you can select particular user with whom you want to share the reports and we have three access view edit and manage so view means they can view edit means they can modify the reports and manage means though that user can share the report to another users as well so you can search users here like test user and you can share so that user detail will be added like this okay and from here if you click on done so that user will be able to access this report whole folder whatever is available in this folder everything will be shared right and if you see any report and go here at right inside so you can see there is no share but an available so it means individual reports you cannot share you can share a report folder and same with dashboard so if you see any dashboard here share option is not available but if you go to the folder if you go to the folder then you will see this option share right and under reports and dashboard we have one option that is two so I just saw this option subscribe so if you click on subscribe so schedule dashboard refresh and subscribe to receive results so here you can just add it participants so right now it will send an email to me like the current user if you want to add more users you can add and frequency and days time you can select so in one of the sessions someone asked me like how we can send like periodical mails related to reports and dashboard so through subscription you can send those and here is one question how often we export reports it depends on the business requirement if business requirement says like every month we need to export we can every quarter monthly six month yearly so it depends on totally business requirement okay so today we completed till 47 so I will be taking one more session tomorrow and in that session I will be completing profiles permission sets and we will be testing them as well so here test cases are also mentioned if you have already created you can test and then you can verify them through tomorrow's session and then we have order beauty so we will be creating them and for your practice here you can see self practice exercise is available so data import bizarre data loader exercise is available so if you have not gone through that recording so that is available in the excel sheet where we discussed about a report data loader and import bizarre so it was date 13 so if you have any difficulty you can just watch this date 13 recording and then you can practice it right so it is also very important as an admin developer data consultant or if you're working as a QA so every role anyhow should know how to import the data through data import bizarre as well as through data loader and someone asked me I don't remember the name I think simi or someone else like can we have some questions for practice so that we can practice formula and validation rules so I just provided some questions here so you can practice them and you can find their answers here under the setting you will find a PDF so here you you can search the solutions right and then you can practice this approval process as well it will be created on position object so this is all and tomorrow I will be completing sharing and security so do join that session if you skip due to Saturday or your busy schedule you can just watch the recording later on because this this will be very much important okay so total six sessions are there five are done this is fifth one tomorrow will be the sixth one so all the these six sessions you can watch and you can prepare for the project right and this project is beneficial for admin developer QA BA project manager any rule whatever you want to opt because admin knowledge is required for each and every rule okay so this is it for today and on my youtube channel I just created a separate playlist for this project so there you will find specific six videos separated filter so if you want to share the playlist to someone who just want to go through the project so you can share otherwise all the recording links you can see here available so anytime like if you see or meet anyone who want to begin their journey with Salesforce ecosystem so you can just share this excel sheet and everything is available here they can just start because everything is explained in depth and exercise sheet is available so I think everybody can follow this boot camp if they have not following from the beginning okay so tomorrow I will end all the admin thing and from Monday I will be starting the development thing with the help of with the feature that is related to flow so next two weeks minimum or max three weeks will be for a flow boot camp right and it is totally free of cost and I will be explaining each type of flow in detail with the real-time scenarios so first I will be explaining the concept then I will be explaining the scenarios so you can see like how in depth I am explaining the things so you can pass on this information and I will be sharing this on social media platform as well so no need to pay anything everything is free and live available on YouTube so you can see everything is explained in detail as well so just motivate everybody so that they can go through and they can ask questions as well so from next week like first one hour I will be explaining and demonstrating and in last 30 minutes I will be picking all the questions so that I can answer so I think this is what I can do for you and if something is available in free so why to pay hard on money so this is it for today and we'll be connecting tomorrow again if you missed the session so just do watch the recording so that you can verify whatever you have implemented thank you everyone see you tomorrow