Название: Mastering Salesforce Reports and Dashboards: Drive Business Decisions with Your CRM Data (Early Release)
Автор: David Carnes
Издательство: O’Reilly Media, Inc.
Год: 2022-10-13
Язык: английский
Формат: epub (true), mobi
Размер: 10.3 MB

Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. But most organizations today lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards.

Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives and report and dashboard superusers which analytics are possible, what features report writers should ask to be enabled, and which settings and permissions system administrators need to activate.

Dashboards in Salesforce provide a powerful way to visualize data stored within your system. Whether you’re an entry-level sales person, a mid-level manager with a team of direct reports, or a senior executive, you can leverage dashboards to better understand your data and make decisions. It is common for system administrators or other users with the appropriate permissions to create custom dashboards showing charts, tables and metrics in support of the various roles within an organization.

You'll learn:

How report types form the foundation of reporting in Salesforce
Salesforce's data model and the impact of inner and left outer joins on reporting
How to create reports using the four main report formats in Salesforce
Methods for storing and finding reports and dashboards
How to create and use dashboards
Ways to embed report charts and dashboards in Lightning page layouts
How to leverage formulas
Powerful combinations of reporting features to drive decisions