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Salesforce Advanced Administrator Certification Guide

You're reading from   Salesforce Advanced Administrator Certification Guide Become a Certified Advanced Salesforce Administrator with this exam guide

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Product type Paperback
Published in Nov 2019
Publisher Packt
ISBN-13 9781838643898
Length 672 pages
Edition 1st Edition
Languages
Concepts
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (27) Chapters Close

Preface 1. Section 1: Security, Access, and Organization Management FREE CHAPTER
2. Secure Data Access 3. Auditing and Monitoring 4. Change Management 5. Section 2: Data Model Management
6. Extending Custom Objects 7. Section 3: Sales and Service Cloud Applications
8. Support Sales Strategies with Sales Cloud Features 9. Service Cloud Applications 10. Section 4: Data and Content Management
11. Improving Data Quality with Duplicate Management 12. Salesforce CRM Content Management 13. Section 5: Reports and Dashboards
14. Mastering Reports 15. Visualizing Key Metrics with Dashboards 16. Section 6: Process Automation
17. Automation with Workflows 18. Automating Record Approval with Approval Processes 19. Lightning Process Builder 20. Lightning Flows 21. The Coding Approach 22. Section 7: Taking Your Certification Exam
23. Tips and Tricks for Passing Your Exam 24. Mock Test A and B 25. Assessments 26. Other Books You May Enjoy

Building dashboards

As the adage says, "A picture is worth a thousand words." That's the concept behind report charts. By properly visualizing data results, you increase the chances of spotting something unusual and can then take the right actions to correct that abnormal trend.

Dashboards are a collection of charts that come from (more or less) related reports. If anyone in your company needs further details of a given chart, they can click on the chart to get to the actual report and all its details (if they have access to them).

Before we start creating a dashboard, let's talk about folders and how you can use them to enable users to access dashboards (and reports).

Reports and dashboards folders

For...

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