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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
Concepts
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Dashboards


Dashboards are an important means of visualization of data. For management activities, dashboards provide a quick estimation to track progress. We will soon see that the prerequisites to build dashboards are reports. Reports form the source for the dashboards.

To create a dashboard, navigate to the Reports tab as discussed in the The report builder section and click on New Dashboard to generate a dashboard. The fundamental thing to draw a dashboard is dragging a report to the dashboard area or template. Now, we will discuss the dashboard templates one by one and where they best fit.

The following screenshot illustrates various types of dashboard components:

The various types of dashboard components are as follows:

  • Bar charts (vertical and horizontal)

  • Line charts

  • Pie charts

  • Donut charts

  • Funnel charts

  • Scatter charts

  • Gauge charts

  • Metric charts

  • Tabular charts

Bar charts

Bar charts are used when we have a summary report with a single grouping or when we have multiple groupings but we want to display...

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