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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

Summary


We discussed multiple options used to access historical data without looking at backing up files. However, all options need you to enable and configure before it starts tracking.

Field history tracking will be the most convenient way when you need to audit value changes over time to the fields. Users are not allowed to create or modify the value. Feed tracking has almost similar tracking to field history tracking, feed tracking is more for collaboration with your team, where users following the record will be notified, and they are able to make comments in Chatter feeds.

Scheduling reporting snapshots at a daily or weekly frequency will capture data for that time, so you will be able to analyze the data captured in the custom object later on. Historical trending is the latest technology offered by Salesforce out of the box, where you are able to watch the data change over time. One of the good use cases to use historical trending is that a manager can easily monitor his team's opportunity...

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