Chapter 6. Generating Data Analytics with Reports and Dashboards

In the previous chapter, we looked at the various mechanisms in Salesforce CRM that help manage the quality and integrity of data. The previous chapter also outlined the features and tools that are available for importing and exporting data to and from Salesforce CRM.

In this chapter, We will continue to look at the subject of data, but from the viewpoint of reporting, We will describe the analytics building blocks within Salesforce CRM.

These analytics tools allow you and your users to customize and manage the reporting and visual representation of data. For example, the sales team can produce reports that show the sales pipeline, the marketing team can report on the progress of campaigns, and you can create reports that display the number of active users in your Salesforce organization. The features available to report data are described in detail, including details on how to create, customize, and export purpose...