eBook - ePub
Salesforce Reporting and Dashboards
Johan Yu
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- 306 pages
- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
Salesforce Reporting and Dashboards
Johan Yu
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Information
Salesforce Reporting and Dashboards
Table of Contents
Salesforce Reporting and Dashboards
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Instant updates on new Packt books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Introducing Salesforce.com
Overview and benefits of Salesforce.com
Salesforce Object Model
Standard objects
Custom objects
Object relationships
Field types
Sandbox or Developer Edition?
Navigating the Setup menu
Schema Builder
Schema Builder in action
Hands-on – navigating Schema Builder
Hands-on – working in Schema Builder
Summary
2. Managing Data in Salesforce.com
Back up your data
Back up Salesforce data
Performing data backup in Salesforce
Playing with Sandbox
Types of Sandboxes
Configuring Sandbox
Importing data to Salesforce
Data Import Wizard
Using Data Loader
Partner tools
Configure data visibility and accessibility
Record ownership
The Organization-Wide Default (OWD) sharing setting
Sharing rules
Role hierarchy
Object permission
System permission
Manual sharing
Apex-managed sharing
Summary
3. Creating Your First Report
Report permissions
Run Reports
Create and Customize Reports
Export Reports
Schedule Reports
Report Builder
Salesforce report folders
Report and dashboard folder sharing
Hands-on – creating a report folder
Hands-on – sharing a report folder
Folder permissions
Manage Public Reports
Create Report Folders
Edit My Reports
View Reports in Public Folders
Manage Reports in Public Folders
Report Builder
Standard reports and folders
Report types
Report type category
Standard report types
Custom report types
Hands-on – create a custom report type
Creating your first report
Hands-on – creating a report
Exporting a report
Additional report user interface setup
Enable Floating Report Headers
Export Reports Without Footers
Summary
4. Working with Reports
Selecting the report format
Choosing a report format
Tabular report format
Hands-on – creating a tabular report
The summary report format
Hands-on – creating a summary report
The matrix report format
Hands-on – creating a matrix report
Joined report format
Hands-on – creating a joined report
Adding a chart to a report
The chart type for a report
Horizontal bar chart
Vertical bar chart
Line chart
Pie chart
Donut chart
Funnel chart
Hands-on – adding a chart to a report
Working with report filters
Field Filter
Filter Logic
Hands-on – using Filter Logic
Cross Filter
Hands-on – using Cross Filter
Hands-on – more scenarios using Cross Filter
Row Limit
Hands-on – adding row limit and dashboard settings
Managing custom report types
Creating a report type view
Customizing a report type
Removing fields from the report type
Managing default field visibility
Adding a lookup field to a report type
Hiding a report type
Analyzing the usage of report types
Subscribing to a report
Report subscription
Monitoring a report subscription
Hands-on – subscribing to a report
Creating reports
Subscribing
Testing and saving
Chatter feed
E-mail notification
Limitations
Summary
5. Learning Advanced Report Configuration
Categorizing data in reports
The bucket field
Adding a bucket field to reports
Creating a bucket field based on the source field type
Picklist fields
The currency, number, and percent fields
The text and lookup fields
Editing a bucket field
Working with custom summary formula fields
Adding a simple summary formula
Using the summary formula field
Using operators in the summary formula field
Using functions in the summary formula field
IF function
MAX function
Relative functions formula
PARENTGROUPVAL()
PREVGROUPVAL()
Adding conditional highlighting
Scheduling a report
E-mail recipients
Hands-on - Scheduling a report
Seeing which reports are scheduled
Managing a scheduled report
Limitations
Adding an embedded report chart
Hands-on - adding report charts to the page layout
Summary
6. Creating Your First Dashboard
Dashboard permissions
Run Reports
Create and Customize Dashboards
Manage Dynamic Dashboards
View My Team's Dashboards
Dashboard folders and permissions ...