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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Dashboards

To even start discussing dashboards, you need to know what they are. Let’s begin with the idea that dashboards are somewhat like a data collection center. For example, in movies, when they show the main villain’s room, there is usually a huge wall with various indicators. Now we can have such a wall (and here is the moment for an evil laugh!). To illustrate this more, look at the following image:

Figure 8.25: Executive dashboard (sample)

Figure 8.25: Executive dashboard (sample)

As you can see, there are a lot of bars, colors, and data. So, in simple terms, a dashboard is a tool that enables the presentation of data from various reports in one place. For users, they often serve as a main source of information, which is immediately available, goes through many objects at the same time, and provides knowledge on many levels of the business.

It is worth mentioning that companies usually have several dashboards, and there is a simple explanation for this. Large, medium...

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