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You're reading from  Salesforce for Beginners - Second Edition

Product typeBook
Published inOct 2022
PublisherPackt
ISBN-139781803239101
Edition2nd Edition
Tools
Salesforce
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CRM
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Authors (2):
Sharif Shaalan
Sharif Shaalan
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Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

Timothy Royer
Timothy Royer
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Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer

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Creating reports to understand data

Reports help you analyze data and come up with Key Performance Indicators (KPIs) that help drive business decisions. Reports can be created and run on any of the objects that we’ve covered. Reports can also be created and run for custom objects (we will cover custom objects in Chapter 13, Using Data Modeling to Configure Objects for Your Business

Business use case

You are a Salesforce Admin for XYZ Widgets. Your users have asked for a report that shows how many contacts are associated with each business account, as well as a dashboard to show this. This information will help users make sure there is at least one primary contact associated with each account. Let’s see how we can go about this.

Creating a report

Let’s take a look at how to create a report in Salesforce:

  1. On the Salesforce home page, click on the Reports tab (1)to start the process and click on New Report (2):
Graphical user interface, application, Word Description automatically generated

Figure 8.1...

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Salesforce for Beginners - Second Edition
Published in: Oct 2022Publisher: PacktISBN-13: 9781803239101
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Authors (2)

author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer

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