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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

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Toc

Table of Contents (11) Chapters Close

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

Selecting features


We have seen many features in Salesforce related to accessing historical data, and we also discussed each of them in detail. But how should we select which features that suit our needs?

You may implement more than one feature as a solution. Let's take a few use cases to decide which features to choose.

The first use case will be for showing the history of change of the account owner in the account page layout.

For this use case, we can implement field history tracking on Account Owner. Enable tracking account history and select Account Owner. Ensure that the list related to Account History is added to the account page layout. Once this is enabled, when someone changes Account Owner, the old and the new account owners will be seen, including information of when the change happened and the user who made the change.

Let's see the second use case. Continuing the first use case, we would like to extend tracking to Chatter feeds.

You can enable feed tracking to track the same fields...

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