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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

Chapter 1. Introducing Salesforce.com

This chapter will give you a general introduction to Salesforce.com. You will learn the benefits of cloud computing technology and how to extend beyond the Salesforce CRM application using custom objects. There is also an introduction to Schema Builder. Then we will be covering the Salesforce.com architecture, setup menu, and testing environment. This guide will involve some hands-on activities for mastering reports and dashboard creation from Chapter 3, Creating Your First Report, and onwards.

This chapter contains information about reporting and dashboards that applies to both business users and system administrators. Some topics in this chapter discuss features specific for system administrators, but business users will also find it interesting to understand the Salesforce.com architecture better.

Throughout this chapter, we will provide notes and tips for you to understand the Salesforce.com technology. The following topics will be covered in this chapter:

  • Overview and benefits of Salesforce.com
  • The Salesforce object model
  • Navigating the setup menu
  • Schema Builder
You have been reading a chapter from
Salesforce Reporting and Dashboards
Published in: Mar 2015
Publisher: Packt
ISBN-13: 9781784394677
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