|About the Book|
Master the art of building successful reports and dashboards with this comprehensive guide About This Book Visualize and create advanced level reports and dashboards using Salesforce.com Take advantage of creating reports and dashboards in theMoreMaster the art of building successful reports and dashboards with this comprehensive guide About This Book Visualize and create advanced level reports and dashboards using Salesforce.comTake advantage of creating reports and dashboards in the Salesforce mobile app, updated with Spring ’15 releaseA concise and informative guide to solve all your reporting woesWho 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.What You Will Learn Understand and create multiple types of reports and dashboards from scratchAssign permissions related to reports and dashboardsGet to grips with the Salesforce data architecture and its relation to reportsGet to know what a report folder is and how to use itUnderstand and create custom report types from scratchUse various components related to basic and advanced report configurationDiscover best practices to build and share reports and dashboardsInterface your dashboard to your mobile device app on the goIn 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.