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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Toc

Table of Contents (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Summary

This chapter is primarily intended for Salesforce system administrators, but it is also good for business users to understand more of data management in Salesforce. In this chapter, we started with discussing data backup in Salesforce.com, how to back up, the tools available, and why we need to back up.

We continued to discuss the Salesforce Sandbox environment, type of Sandbox, and usage of each type of Sandbox. Next, you learned how to import data to Salesforce with the help of multiple tools.

At the end of the chapter, we highlighted items that determined user accessibility to a record, from record owner to manual and apex sharing.

The next chapter will be more interesting, as we will start building our very own Salesforce report.

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