Chapter 6. Generating Data Analytics with Reports and Dashboards

In the previous chapter, we looked at the various mechanisms in Salesforce CRM that help manage the quality and integrity of data. The previous chapter also outlined the features and tools that are available for importing and exporting data to and from Salesforce CRM.

In this chapter, We will continue to look at the subject of data, but from the viewpoint of reporting, We will describe the analytics building blocks within Salesforce CRM.

These analytics tools allow you and your users to customize and manage the reporting and visual representation of data. For example, the sales team can produce reports that show the sales pipeline, the marketing team can report on the progress of campaigns, ...

Get Salesforce CRM - The Definitive Admin Handbook - Fourth Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.