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Redeem a companion digital copy on all Print orders

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

What you will learn

Understand and create multiple types of reports and dashboards from scratch

Assign permissions related to reports and dashboards

Get to grips with the Salesforce data architecture and its relation to reports

Get to know what a report folder is and how to use it

Understand and create custom report types from scratch

Use various components related to basic and advanced report configuration

Discover best practices to build and share reports and dashboards

Interface your dashboard to your mobile device app on the go

What do you get with Print?

Instant access to your digital copy whilst your Print order is Shipped

Paperback book shipped to your preferred address

Redeem a companion digital copy on all Print orders

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

Frequently bought together

€45.99

€41.99

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Total € 129.97

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What is the digital copy I get with my Print order?

When you buy any Print edition of our Books, you can redeem (for free) the eBook edition of the Print Book you’ve purchased. This gives you instant access to your book when you make an order via PDF, EPUB or our online Reader experience.

What is the delivery time and cost of print book?

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Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

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Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.

Unfortunately, due to several restrictions, we are unable to ship to the following countries:

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Do I have to pay customs charges for the print book order?

The orders shipped to the countries that are listed under EU27 will not bear custom charges. They are paid by Packt as part of the order.

List of EU27 countries: www.gov.uk/eu-eea:

A custom duty or localized taxes may be applicable on the shipment and would be charged by the recipient country outside of the EU27 which should be paid by the customer and these duties are not included in the shipping charges been charged on the order.

How do I know my custom duty charges?

The amount of duty payable varies greatly depending on the imported goods, the country of origin and several other factors like the total invoice amount or dimensions like weight, and other such criteria applicable in your country.

For example:

If you live in Mexico, and the declared value of your ordered items is over $ 50, for you to receive a package, you will have to pay additional import tax of 19% which will be $ 9.50 to the courier service.
Whereas if you live in Turkey, and the declared value of your ordered items is over € 22, for you to receive a package, you will have to pay additional import tax of 18% which will be € 3.96 to the courier service.

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Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact customercare@packt.com with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at customercare@packt.com using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy?

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on customercare@packt.com with the order number and issue details as explained below:

If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on customercare@packt.com within one hour of placing the order and we will replace/refund you the item cost.
Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged?

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use?

You can pay with the following card types:

Visa Debit
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MasterCard
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What is the delivery time and cost of print books?

Shipping Details

USA:

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Unfortunately, due to several restrictions, we are unable to ship to the following countries:

Afghanistan
American Samoa
Belarus
Brunei Darussalam
Central African Republic
The Democratic Republic of Congo
Eritrea
Guinea-bissau
Iran
Lebanon
Libiya Arab Jamahriya
Somalia
Sudan
Russian Federation
Syrian Arab Republic
Ukraine
Venezuela

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Amazon verified reviews

Amanda Peralta Apr 28, 2018

From beginners to advanced Salesforce users, this book is totally worth every penny! I am a super user and I purchased this book to help build bashboards and reports for our global sales team. I’ve found solutions to many of our reporting issues with this book! The only suggestion I have is there needs to be more formulas that can be customized to org needs. Other than that, I’d recommend this to any sales ops person using Salesforce as their CRM!

Amazon Verified review

adnan baloch May 30, 2015

Anyone interested in creating reports and dashboards on the business platform of the CRM leader Salesforce will find this book invaluable. Readers begin their journey into the world of Salesforce with an introduction to the basic concepts of this popular SaaS platform. The two relationship models for defining the relationship between standard and custom objects are discussed using a practical approach with Schema Builder. Salesforce provides a data export functionality so the business organization can backup its data at regular intervals. Data import is a necessary feature that is available in the Salesforce cloud platform. The book also discusses the various types of Sandbox environments made available by Salesforce for experimenting without posing any threat to critical business data. The book shows how easy it is to create your own report from the available report types. Readers will appreciate the section about creating custom report types in the Report Builder. Sharing reports with managers and business executives is a pretty common activity in business organizations. The author lays out the steps required to export reports in popular formats like CSV and Excel. Practical examples are used to delineate report filters like filter logic and cross filter. Getting the list of dormant customers, for example, becomes easy with the cross filter. Readers are introduced to the concept of bucket fields that make it possible to create categories in a report based on specified criteria without having to make any changes in the account object. Dashboards are a convenient way to display multiple reports together in a visually aesthetic manner. Readers are guided through creating a dashboard from scratch as well as connecting the dashboard to Chatter for collaboration with other users. A chapter on advanced dashboard configuration takes readers through the steps necessary to implement dashboard filters, enabling them to display different combinations of data based on the selected filter which can number upto a maximum of three. Dashboards are always created based on the data visibility of a particular user. In cases where more flexibility is required, dynamic dashboards come into the picture. The book dedicates a whole chapter to detailing the historical trending and snapshot reporting features of Salesforce that enable managers to see how the data changes over time. The book ends with a brief chapter on the Salesforce1 mobile app that brings the excellent reporting capabilities of the Salesforce platform to any Android or iOS mobile device with internet access.

R. Stowe May 02, 2017

Excellent reference guide.

John S. Kret Apr 21, 2017

Wish my employer would give us more access so i could utilize this book.

Nitin Wader May 06, 2015

This book helps to understand intrinsic parts of reports and dashboard on Salesforce platform. I liked the way various report types explained in step by step manner. Advanced reporting , Reporting snapshot part is explained in very lucid manner.Author has also touched on historical data related part which is very important from SFDC admin related activities.Hands on provided at the end of each chapter are very useful. I strongly recommend this book who deals with SFDC reports & dashboards on daily basis.Grab your copy quickly !!!

Salesforce Reporting and Dashboards: Master the art of building successful reports and dashboards with this comprehensive guide

What do you get with Print?