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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 FREE CHAPTER 2. Managing Users and Controlling System Access 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

Groupings


Groupings can be added to summary, matrix, and joined reports to group together sections of report data. For example, you might want to group accounts by the number of employees that the account has.

To add a summary field, follow these steps:

  1. Drag a field from within the Fields pane.

  2. Drag the field into the grouping section of the Preview pane.

  3. Wait for the loading dialog to complete.

  4. Observe what the field is showing on the grouping section:

This will produce a report showing the grouped sections, as shown in the following screenshot:

Summary reports can have up to three grouping levels.

Matrix reports can have two row and two column groupings. You cannot use the same field for both the row and the column groupings.

Joined reports can have up to three grouping levels.

Summary fields

A summary field is the SUM, AVERAGE, MIN, or MAX for a number or a currency field. Summary fields are displayed at all grouping levels, including the grand total level for reports that have been created...

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