Salesforce Reporting and Dashboards

More Information
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
About

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.

Features
  • Visualize and create advanced level reports and dashboards using Salesforce.com
  • Take advantage of accessing reports and dashboards in the Salesforce mobile app, updated with Spring '15 release
  • A concise and informative guide to solve all your reporting woes
Page Count 306
Course Length 9 hours 10 minutes
ISBN 9781784394677
Date Of Publication 26 Mar 2015

Authors

Johan Yu

Johan Yu has more than 19 years of experience working in the IT sector across MNCs and at a leading Salesforce consulting company in the Asia-Pacific region. He has spent more than 12 years working with Salesforce technology, starting his career as a developer, team leader, and technical manager, among many other challenging roles.

Based in Singapore, Johan holds 12X active Salesforce certifications, ranging from Administrator to Architect/Designer certifications. In his spare time, he enjoys writing blogs and answering questions in the Salesforce Success Community.

In May 2014, Johan became the first Salesforce MVP, not only from Singapore, but also from Southeast Asia. He is also the leader of the Salesforce Singapore User Group and is keen to help members solve issues related to configuration, implementation, and adoption, until more technical issues arrive.