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

Chapter 1: Introducing Salesforce.com
Overview and benefits of Salesforce.com
Salesforce Object Model
Navigating the Setup menu
Schema Builder
Summary
Chapter 2: Managing Data in Salesforce.com
Back up your data
Playing with Sandbox
Importing data to Salesforce
Configure data visibility and accessibility
Summary
Chapter 3: Creating Your First Report
Report permissions
Salesforce report folders
Folder permissions
Report Builder
Standard reports and folders
Report types
Creating your first report
Exporting a report
Additional report user interface setup
Summary
Chapter 4: Working with Reports
Selecting the report format
Adding a chart to a report
Working with report filters
Managing custom report types
Subscribing to a report
Summary
Chapter 5: Learning Advanced Report Configuration
Categorizing data in reports
Working with custom summary formula fields
Scheduling a report
Adding an embedded report chart
Summary
Chapter 6: Creating Your First Dashboard
Dashboard permissions
Dashboard folders and permissions
Viewing dashboards
Dashboard components
Creating your first dashboard
Integrating dashboards with Chatter
Summary
Chapter 7: Learning Advanced Dashboard Configuration
Implementing dashboard filters
Using a dynamic dashboard
Dashboard and report drill-down
Getting more from AppExchange
Summary
Chapter 8: Accessing Historical Data
Setting up and using field History Tracking
Implementing Chatter Feed Tracking
Implementing Reporting Snapshots
Implementing historical trending reports
Selecting features
Summary
Chapter 9: Dashboards and Reports in Salesforce1
Introduction to the Salesforce1 mobile app
Working with a dashboard in the Salesforce1 app
Share a dashboard snapshot with the Chatter feed
Working with reports in the Salesforce1 app
Limitations of the Salesforce1 app
The Salesforce Mobile Dashboards app
Summary

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

Chapter 1: Introducing Salesforce.com
Overview and benefits of Salesforce.com
Salesforce Object Model
Navigating the Setup menu
Schema Builder
Summary
Chapter 2: Managing Data in Salesforce.com
Back up your data
Playing with Sandbox
Importing data to Salesforce
Configure data visibility and accessibility
Summary
Chapter 3: Creating Your First Report
Report permissions
Salesforce report folders
Folder permissions
Report Builder
Standard reports and folders
Report types
Creating your first report
Exporting a report
Additional report user interface setup
Summary
Chapter 4: Working with Reports
Selecting the report format
Adding a chart to a report
Working with report filters
Managing custom report types
Subscribing to a report
Summary
Chapter 5: Learning Advanced Report Configuration
Categorizing data in reports
Working with custom summary formula fields
Scheduling a report
Adding an embedded report chart
Summary
Chapter 6: Creating Your First Dashboard
Dashboard permissions
Dashboard folders and permissions
Viewing dashboards
Dashboard components
Creating your first dashboard
Integrating dashboards with Chatter
Summary
Chapter 7: Learning Advanced Dashboard Configuration
Implementing dashboard filters
Using a dynamic dashboard
Dashboard and report drill-down
Getting more from AppExchange
Summary
Chapter 8: Accessing Historical Data
Setting up and using field History Tracking
Implementing Chatter Feed Tracking
Implementing Reporting Snapshots
Implementing historical trending reports
Selecting features
Summary
Chapter 9: Dashboards and Reports in Salesforce1
Introduction to the Salesforce1 mobile app
Working with a dashboard in the Salesforce1 app
Share a dashboard snapshot with the Chatter feed
Working with reports in the Salesforce1 app
Limitations of the Salesforce1 app
The Salesforce Mobile Dashboards app
Summary

Book Details

ISBN 139781784394677
Paperback306 pages
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