Salesforce Reporting and Dashboards

Master the art of building successful reports and dashboards with this comprehensive guide
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Salesforce Reporting and Dashboards

Johan Yu

Master the art of building successful reports and dashboards with this comprehensive guide
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Book Details

ISBN 139781784394677
Paperback306 pages

Book Description

Salesforce.com is the leading CRM platform. It offers cloud functionality even at the enterprise level. One of its most powerful features is the ability to build reports and dashboards without code and get a result in minutes. This feature is useful for multinational companies as well as small-scale ones.

Salesforce Reporting and Dashboards provides practical information for system administrators to understand, control, and manage permissions related to the report folder, report, and dashboard management. This book starts with an overview of the entire Salesforce technology and then moves on to the more important topics of allocating permissions and choosing the correct reports to improve efficiency.

The book then explores reports—creation, editing, navigation, and deletion. You will also learn which report is essential to which type of users. The next topic introduced is the dashboard feature, its main uses, and functionality.

Table of Contents

What You Will Learn

  • Understand and create multiple types of reports and dashboards from scratch
  • Assign permissions related to reports and dashboards
  • Get to grips with the Salesforce data architecture and its relation to reports
  • Get to know what a report folder is and how to use it
  • Understand and create custom report types from scratch
  • Use various components related to basic and advanced report configuration
  • Discover best practices to build and share reports and dashboards
  • Interface your dashboard to your mobile device app on the go

Authors

Table of Contents

Book Details

ISBN 139781784394677
Paperback306 pages
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