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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

What this book covers

Chapter 1, Introducing Salesforce.com, provides a basic overview of the Salesforce object model, setup menu navigation, and using Schema Builder to understand objects and fields.

Chapter 2, Managing Data in Salesforce.com, starts with multiple ways of backing up Salesforce data, Sandbox, and data import. This chapter ends by covering data visibility and accessibility.

Chapter 3, Creating Your First Report, discusses report folders, permissions, report types, and report creation from scratch.

Chapter 4, Working with Reports, covers multiple types of report formats, adding charts to reports, report filters, advanced report types, and subscribing to a report.

Chapter 5, Learning Advanced Report Configuration, discusses categorizing data in reporting, custom summary formulas, scheduling reports, and adding embedded report charts.

Chapter 6, Creating Your First Dashboard, covers dashboard permissions, dashboard folders, dashboard components, integrating dashboards with Chatter, and the creation of a dashboard from scratch.

Chapter 7, Learning Advanced Dashboard Configuration, explains the advanced functionalities in dashboards, including dashboard filters, dynamic dashboards, drill-down, and additional dashboards from AppExchange.

Chapter 8, Accessing Historical Data, covers multiple options used to enable and access historical data in Salesforce without additional third-party applications.

Chapter 9, Dashboards and Reports in Salesforce1, shows you how to access reports and dashboards on the go using the Salesforce1 mobile app.

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