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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Groupings


Groupings can be added to summary, matrix, and joined reports to group together sections of report data. For example, you might want to group accounts by the number of employees that the account has.

To add a summary field, follow the steps as shown:

  1. Drag a field from within the Fields pane.

  2. Drag the field into the grouping section of the Preview pane.

  3. Wait for the loading dialog to complete.

  4. See what the field is showing in the grouping section.

This will produce a report showing the grouped sections, as shown in the following screenshot:

Summary reports can have up to three grouping levels.

Matrix reports can have two rows and two column groupings. You cannot use the same field for both the row and column groupings.

Joined reports can have up to three grouping levels.

Summary fields

A summary field is the SUM, AVERAGE, MIN, or MAX for a number or a currency field. Summary fields are displayed at all grouping levels, including the grand total level for reports that have been created using...

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