Salesforce Reporting and Dashboards

Johan Yu

• Publisher: Packt Publishing
• Year: 2015
• eBook ISBN: 9781784394677
• Topic: Computer Science
• Subtopic: Computer Science General
• Index: Computer Science

Salesforce Reporting and Dashboards

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Table of Contents

Salesforce Reporting and Dashboards

Credits

Foreword

About the Author

Acknowledgments

About the Reviewers

www.PacktPub.com

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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 ...

Table of contents

• Salesforce Reporting and Dashboards