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Salesforce Reporting and Dashboards

Book Description

Master the art of building successful reports and dashboards with this comprehensive guide

In Detail

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.

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

  • Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

    Table of Contents

    1. Salesforce Reporting and Dashboards
      1. Table of Contents
      2. Salesforce Reporting and Dashboards
      3. Credits
      4. Foreword
      5. About the Author
      6. Acknowledgments
      7. About the Reviewers
      8. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why subscribe?
          2. Free access for Packt account holders
          3. Instant updates on new Packt books
      9. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      10. 1. Introducing Salesforce.com
        1. Overview and benefits of Salesforce.com
        2. Salesforce Object Model
          1. Standard objects
          2. Custom objects
          3. Object relationships
          4. Field types
          5. Sandbox or Developer Edition?
        3. Navigating the Setup menu
        4. Schema Builder
          1. Schema Builder in action
          2. Hands-on – navigating Schema Builder
          3. Hands-on – working in Schema Builder
        5. Summary
      11. 2. Managing Data in Salesforce.com
        1. Back up your data
          1. Back up Salesforce data
          2. Performing data backup in Salesforce
        2. Playing with Sandbox
          1. Types of Sandboxes
          2. Configuring Sandbox
        3. Importing data to Salesforce
          1. Data Import Wizard
          2. Using Data Loader
          3. Partner tools
        4. Configure data visibility and accessibility
          1. Record ownership
          2. The Organization-Wide Default (OWD) sharing setting
          3. Sharing rules
          4. Role hierarchy
          5. Object permission
          6. System permission
          7. Manual sharing
          8. Apex-managed sharing
        5. Summary
      12. 3. Creating Your First Report
        1. Report permissions
          1. Run Reports
          2. Create and Customize Reports
          3. Export Reports
          4. Schedule Reports
          5. Report Builder
        2. Salesforce report folders
          1. Report and dashboard folder sharing
          2. Hands-on – creating a report folder
          3. Hands-on – sharing a report folder
        3. Folder permissions
          1. Manage Public Reports
          2. Create Report Folders
          3. Edit My Reports
          4. View Reports in Public Folders
          5. Manage Reports in Public Folders
        4. Report Builder
        5. Standard reports and folders
        6. Report types
          1. Report type category
          2. Standard report types
          3. Custom report types
          4. Hands-on – create a custom report type
        7. Creating your first report
          1. Hands-on – creating a report
        8. Exporting a report
        9. Additional report user interface setup
          1. Enable Floating Report Headers
          2. Export Reports Without Footers
        10. Summary
      13. 4. Working with Reports
        1. Selecting the report format
          1. Choosing a report format
          2. Tabular report format
            1. Hands-on – creating a tabular report
          3. The summary report format
            1. Hands-on – creating a summary report
              1. The matrix report format
                1. Hands-on – creating a matrix report
            2. Joined report format
              1. Hands-on – creating a joined report
        2. Adding a chart to a report
          1. The chart type for a report
            1. Horizontal bar chart
            2. Vertical bar chart
            3. Line chart
            4. Pie chart
            5. Donut chart
            6. Funnel chart
          2. Hands-on – adding a chart to a report
        3. Working with report filters
          1. Field Filter
          2. Filter Logic
            1. Hands-on – using Filter Logic
          3. Cross Filter
            1. Hands-on – using Cross Filter
            2. Hands-on – more scenarios using Cross Filter
          4. Row Limit
            1. Hands-on – adding row limit and dashboard settings
        4. Managing custom report types
          1. Creating a report type view
          2. Customizing a report type
            1. Removing fields from the report type
            2. Managing default field visibility
            3. Adding a lookup field to a report type
          3. Hiding a report type
          4. Analyzing the usage of report types
        5. Subscribing to a report
          1. Report subscription
          2. Monitoring a report subscription
          3. Hands-on – subscribing to a report
            1. Creating reports
            2. Subscribing
            3. Testing and saving
              1. Chatter feed
              2. E-mail notification
          4. Limitations
        6. Summary
      14. 5. Learning Advanced Report Configuration
        1. Categorizing data in reports
          1. The bucket field
          2. Adding a bucket field to reports
          3. Creating a bucket field based on the source field type
            1. Picklist fields
            2. The currency, number, and percent fields
            3. The text and lookup fields
          4. Editing a bucket field
        2. Working with custom summary formula fields
          1. Adding a simple summary formula
          2. Using the summary formula field
            1. Using operators in the summary formula field
            2. Using functions in the summary formula field
              1. IF function
              2. MAX function
          3. Relative functions formula
            1. PARENTGROUPVAL()
            2. PREVGROUPVAL()
          4. Adding conditional highlighting
        3. Scheduling a report
          1. E-mail recipients
          2. Hands-on - Scheduling a report
          3. Seeing which reports are scheduled
          4. Managing a scheduled report
          5. Limitations
        4. Adding an embedded report chart
          1. Hands-on - adding report charts to the page layout
        5. Summary
      15. 6. Creating Your First Dashboard
        1. Dashboard permissions
          1. Run Reports
          2. Create and Customize Dashboards
          3. Manage Dynamic Dashboards
          4. View My Team's Dashboards
        2. Dashboard folders and permissions
          1. Create Dashboard Folders
          2. Edit My Dashboards
          3. View Dashboards in Public Folders
          4. Manage Dashboards in Public Folders
          5. Hands-on – creating a dashboard folder
        3. Viewing dashboards
          1. The Dashboards tab
          2. The Home tab
          3. Selecting a dashboard for the home page
        4. Dashboard components
          1. Components
          2. Data sources
          3. Defining a dashboard component
            1. Component Data
            2. Formatting
        5. Creating your first dashboard
          1. Hands-on – creating a dashboard
          2. Hands-on – editing and maintaining dashboards
        6. Integrating dashboards with Chatter
          1. Feed tracking
          2. Posting a dashboard snapshot
        7. Summary
      16. 7. Learning Advanced Dashboard Configuration
        1. Implementing dashboard filters
          1. Definition and concept
          2. Hands-on – adding a filter to a dashboard
        2. Using a dynamic dashboard
          1. Normal dashboard
          2. What is a dynamic dashboard?
          3. Limitations
          4. Hands-on – creating a dynamic dashboard
        3. Dashboard and report drill-down
          1. Source Report
          2. Filtered Source Report
          3. Record Detail Page
          4. Other URL
          5. Report drill-down
            1. Selecting the checkboxes
            2. Selecting a field
            3. Combining checkboxes and fields
        4. Getting more from AppExchange
        5. Summary
      17. 8. Accessing Historical Data
        1. Setting up and using field History Tracking
          1. History tracking on standard objects
          2. History tracking on custom objects
          3. History objects
          4. Reading the history tracking value
            1. History-related lists
            2. History reports
          5. Limitations of using field History Tracking
        2. Implementing Chatter Feed Tracking
          1. Enabling Chatter feed tracking
          2. Feed objects
        3. Implementing Reporting Snapshots
          1. Configuring Reporting Snapshots
            1. Creating the source report
            2. Creating the target object
              1. Creating fields in the target object
            3. Creating the reporting snapshot
            4. Mapping fields from the source report to the target object
            5. Setting the schedule
          2. Hands-on – creating a reporting snapshot
            1. Step 1 - creating the source report
            2. Step 2 - creating custom objects
            3. Step 3 - creating custom fields
            4. Step 4 - creating the reporting snapshot
            5. Step 5 - mapping fields from the source report to the target object
            6. Step 6 - scheduling reporting snapshots
            7. Summary of creating a reporting snapshot
          3. History and monitoring reporting snapshots
          4. Reports on historical data
          5. Limitations of reporting snapshots
        4. Implementing historical trending reports
          1. Historical trending on standard and custom objects
          2. Hands-on – configuring historical trending
            1. Activating historical trending on Opportunity
            2. Creating a historical trending report
          3. Objects related to historical trending
          4. Limitations of historical trending
        5. Selecting features
        6. Summary
      18. 9. Dashboards and Reports in Salesforce1
        1. Introduction to the Salesforce1 mobile app
        2. Working with a dashboard in the Salesforce1 app
          1. Dynamic dashboards
          2. Dashboard filters
        3. Share a dashboard snapshot with the Chatter feed
        4. Working with reports in the Salesforce1 app
          1. The Reports menu item
          2. Drill down from the dashboard
          3. Chatter feed or group
        5. Limitations of the Salesforce1 app
        6. The Salesforce Mobile Dashboards app
        7. Summary
      19. Index