Salesforce Reporting and Dashboards: Master the art of building successful reports and dashboards with this comprehensive guide

Johan Yu

€28.99 ~~€32.99~~

4.1 (9 Ratings)

eBook Mar 2015 306 pages 1st Edition

Johan Yu

€28.99 ~~€32.99~~

4.1 (9 Ratings)

eBook Mar 2015 306 pages 1st Edition

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Description

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.

Who is this book for?

This book is intended for all Salesforce users administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.

What you will learn

Understand and create multiple types of reports and dashboards from scratch
Assign permissions related to reports and dashboards
Get to grips with the Salesforce data architecture and its relation to reports
Get to know what a report folder is and how to use it
Understand and create custom report types from scratch
Use various components related to basic and advanced report configuration
Discover best practices to build and share reports and dashboards
Interface your dashboard to your mobile device app on the go

What do you get with eBook?

Instant access to your Digital eBook purchase

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

Frequently bought together

Salesforce CRM : The Definitive Admin Handbook - Third Edition

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Amazon verified reviews

Amanda Peralta Apr 28, 2018

From beginners to advanced Salesforce users, this book is totally worth every penny! I am a super user and I purchased this book to help build bashboards and reports for our global sales team. I’ve found solutions to many of our reporting issues with this book! The only suggestion I have is there needs to be more formulas that can be customized to org needs. Other than that, I’d recommend this to any sales ops person using Salesforce as their CRM!

Amazon Verified review

adnan baloch May 30, 2015

Anyone interested in creating reports and dashboards on the business platform of the CRM leader Salesforce will find this book invaluable. Readers begin their journey into the world of Salesforce with an introduction to the basic concepts of this popular SaaS platform. The two relationship models for defining the relationship between standard and custom objects are discussed using a practical approach with Schema Builder. Salesforce provides a data export functionality so the business organization can backup its data at regular intervals. Data import is a necessary feature that is available in the Salesforce cloud platform. The book also discusses the various types of Sandbox environments made available by Salesforce for experimenting without posing any threat to critical business data. The book shows how easy it is to create your own report from the available report types. Readers will appreciate the section about creating custom report types in the Report Builder. Sharing reports with managers and business executives is a pretty common activity in business organizations. The author lays out the steps required to export reports in popular formats like CSV and Excel. Practical examples are used to delineate report filters like filter logic and cross filter. Getting the list of dormant customers, for example, becomes easy with the cross filter. Readers are introduced to the concept of bucket fields that make it possible to create categories in a report based on specified criteria without having to make any changes in the account object. Dashboards are a convenient way to display multiple reports together in a visually aesthetic manner. Readers are guided through creating a dashboard from scratch as well as connecting the dashboard to Chatter for collaboration with other users. A chapter on advanced dashboard configuration takes readers through the steps necessary to implement dashboard filters, enabling them to display different combinations of data based on the selected filter which can number upto a maximum of three. Dashboards are always created based on the data visibility of a particular user. In cases where more flexibility is required, dynamic dashboards come into the picture. The book dedicates a whole chapter to detailing the historical trending and snapshot reporting features of Salesforce that enable managers to see how the data changes over time. The book ends with a brief chapter on the Salesforce1 mobile app that brings the excellent reporting capabilities of the Salesforce platform to any Android or iOS mobile device with internet access.

R. Stowe May 02, 2017

Excellent reference guide.

John S. Kret Apr 21, 2017

Wish my employer would give us more access so i could utilize this book.

Nitin Wader May 06, 2015

This book helps to understand intrinsic parts of reports and dashboard on Salesforce platform. I liked the way various report types explained in step by step manner. Advanced reporting , Reporting snapshot part is explained in very lucid manner.Author has also touched on historical data related part which is very important from SFDC admin related activities.Hands on provided at the end of each chapter are very useful. I strongly recommend this book who deals with SFDC reports & dashboards on daily basis.Grab your copy quickly !!!

Salesforce Reporting and Dashboards: Master the art of building successful reports and dashboards with this comprehensive guide

What do you get with eBook?