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Salesforce CRM: The Definitive Admin Handbook - Second Edition by Paul Goodey

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Chapter 5. Data Analytics with Reports and Dashboards

In the previous chapter, we looked at how, through the use of various sharing rules, we can control the access to records in Salesforce CRM. Various mechanisms that help to manage the quality and integrity of data were also described, along with an overview of the facilities for importing and exporting data using import tools.

In this chapter, we will continue to look at the subject of data, but from the viewpoint of reporting, where 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, ...

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