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Salesforce Advanced Administrator Certification Guide

You're reading from   Salesforce Advanced Administrator Certification Guide Become a Certified Advanced Salesforce Administrator with this exam guide

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Product type Paperback
Published in Nov 2019
Publisher Packt
ISBN-13 9781838643898
Length 672 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (27) Chapters Close

Preface 1. Section 1: Security, Access, and Organization Management FREE CHAPTER
2. Secure Data Access 3. Auditing and Monitoring 4. Change Management 5. Section 2: Data Model Management
6. Extending Custom Objects 7. Section 3: Sales and Service Cloud Applications
8. Support Sales Strategies with Sales Cloud Features 9. Service Cloud Applications 10. Section 4: Data and Content Management
11. Improving Data Quality with Duplicate Management 12. Salesforce CRM Content Management 13. Section 5: Reports and Dashboards
14. Mastering Reports 15. Visualizing Key Metrics with Dashboards 16. Section 6: Process Automation
17. Automation with Workflows 18. Automating Record Approval with Approval Processes 19. Lightning Process Builder 20. Lightning Flows 21. The Coding Approach 22. Section 7: Taking Your Certification Exam
23. Tips and Tricks for Passing Your Exam 24. Mock Test A and B 25. Assessments 26. Other Books You May Enjoy

Tracking history on reports

Reporting on current values is cool, but sometimes, we need to know the trends of certain fields.

As an example, it may be necessary for our call center to find out how the statuses of the cases change day by day or how the opportunity amount and stage vary from week to week.

Historical Tracking Reports

We can implement this kind of insight with Historical Trend Reporting or Historical Tracking Reports. If enabled, Salesforce stores certain fields value for up to 3 months (plus the current month).

Go to Setup | Feature Settings | Analytics | Reports & Dashboards | Historical Trending and enable historical trending for opportunities and any other objects you want to track. Here, we have...

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