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