Preface

This book is for Salesforce.com administrators, business users, and managers who use Salesforce.com in their daily work or to analyze data. It covers all items related to reporting and dashboards in Salesforce. This book will benefit business users, who will gain knowledge ranging from creating basic reports in Salesforce to advanced report and dashboard configuration. Administrators will learn the entire concept of reporting and dashboards, object models, permissions related to reports and dashboards, report storage, and enabling historical data setup.

Reports and dashboards are among the most powerful and easiest-to-use features in the Salesforce platform, including Sales Cloud, Service Cloud, and Force.com, where business users are able to create and customize reports and dashboards as needed in minutes.

Business users should have basic knowledge (or should be using Salesforce.com in their daily work), such as logging in to the system, navigation through Salesforce, creating and editing data, and running reports in Salesforce. Admin users should have basic knowledge in customizing Salesforce, such as the setup menu, tabs, user profiles, permission sets, and standard and custom objects.