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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Summary


In this chapter, we went through report types and ways to create custom report types. At the beginning of the chapter, we discussed reports and types of reports that exist in Salesforce. Then, we moved ahead and discussed dashboards and their components followed by various concepts related to export reports. We also went through the various methods of sharing reports and dashboards with users. Then, we covered unused report types and exporting report without footers. We also discussed floating header in reports. Finally, we discussed mass analytical snapshots.

In the next chapter, we will discuss various concepts related to Salesforce and how you can be more collaborative in your workplace when you use it.

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