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Salesforce Reporting and Dashboards

You're reading from Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

Product type Paperback

Published in Mar 2015

Publisher Packt

ISBN-13 9781784394677

Length 306 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Johan Yu

View More author details

Table of Contents (11) Chapters

Preface

1. Introducing Salesforce.com FREE CHAPTER

2. Managing Data in Salesforce.com

3. Creating Your First Report

4. Working with Reports

5. Learning Advanced Report Configuration

6. Creating Your First Dashboard

7. Learning Advanced Dashboard Configuration

8. Accessing Historical Data

9. Dashboards and Reports in Salesforce1

Index

Navigating the Setup menu

Depending on your user details and by navigating to Setup | User Interface, here are a few ways to find the Setup menu:

If the Salesforce instance organization has Enable Improved Setup User Interface enabled, the Setup link will be visible next to Help, as shown in this screenshot:
For a Salesforce instance without Enable Improved Setup User Interface enabled, click on your name, and the Setup link will appear in the drop-down window shown in the following screenshot:
A Salesforce instance with Enable Improved Setup User Interface and Accessibility Mode enabled in your user details will look like the following screenshot:
A Salesforce instance with Enable Improved Setup User Interface disabled and Accessibility Mode enabled in your user details will look like the following screenshot:

Tip

To find the Enable Improved Setup User Interface option, navigate to Setup | Customize | User Interface.

You have been reading a chapter from

Salesforce Reporting and Dashboards

Published in: Mar 2015

Publisher: Packt

ISBN-13: 9781784394677

© 2015 Packt Publishing Limited All Rights Reserved

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Authors (1)

Johan Yu

Johan Yu

Johan is Salesforce MVP (1st in South East Asia) since 2014 , Singapore Salesforce User Group Leader since 2013 He has more than 16 years experience with Salesforce platform: admin, consultant, and architect

See other products by Johan Yu

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