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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Dashboards


Dashboards are visual information snapshots that are generated from the data in associated reports and are presented as graphical elements. These graphical elements are known as dashboard Components, which can be categorized into five types.

Chart

Chart component types may be used to show data graphically, where the following variety of chart types can be selected: horizontal and vertical bar charts, line charts, pie charts, donut charts, funnel charts, and scatter charts.

Gauge

Gauge component types may be used to show a single value that is to be shown as a part of a range of custom set values. Here, the ranges that can be set can represent, say, low, medium, and high values, and the value from the report is plotted accordingly.

Metric

Metric component types may be used to show a single value to display.

Table

Table component types may be used to show a set of report data in column form.

Visualforce page

In addition to the standard types, Visualforce page component types may be used to...

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