Key Features
Book Description
This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.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
Who this book is for
This book is intended for all Salesforce users administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.
Table of Contents
- Introducing Salesforce.com
- Managing Data in Salesforce.com
- Creating Your First Report
- Working with Report
- Learning Advance ReportConfiguration
- Creating Your First Dashboard
- Learning Advance DashboardConfiguration
- Accessing Historical Data
- Handing Report and Dashboard in Salesforce1
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