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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Reports

Within Salesforce CRM, reports are accessed from the Reports tab (as shown in the next screenshot). There are a large variety of predefined reports that are automatically provided when your organization is first set up by Salesforce. These predefined reports are known as standard reports and are located in pre-prepared report folders known as standard report folders. For example, standard reports provide information about accounts and contacts; details about opportunities, forecasts, products, and sales pipelines; information about your organization's leads; details about forecast reports for customizable forecasting, and so on.

In this section on reports, we will outline the available standard reports and describe some of the key reports for system administrators in particular.

The predefined reports are suitable for existing objects and fields. They would not be suitable for reporting on any new objects that you have created. For this, we will look at how to extend the existing...

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