Название: Mastering Salesforce Reports and Dashboards: Drive Business Decisions with Your CRM Data (Final Release)
Автор: David Carnes
Издательство: O’Reilly Media, Inc.
Год: 2023
Страниц: 341
Язык: английский
Формат: epub (true)
Размер: 38.1 MB

Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs.

This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate.

Year after year, Salesforce builds upon its offerings as a customer relationship management platform, enabling people to make informed business decisions and answer questions about the data in their systems. While Salesforce offers new and powerful add-ons for business intelligence capabilities, such as Tableau and CRM Analytics, it continues to innovate upon its core reporting features: reports and dashboards.

Salesforce reports and dashboards are incredibly useful. Whether they are run directly or embedded in page layouts, reports and dashboards answer user questions about their data, provide summary details, and show metrics graphically. Salesforce provides a set of formats to use in creating reports and a number of visual elements that can be used to build dashboards. The aim of this book is to step you through each of these reporting tools so that you can be successful in creating, using, and managing Salesforce reports and dashboards.

You'll learn:

How to create reports using the four main report formats in Salesforce
How to create and use dashboards
Methods for storing and finding reports and dashboards
How to leverage formulas and trending in Salesforce reporting
Special reporting features only available in Salesforce Mobile and on the Analytics tab
Ways to embed report charts and dashboards in Lightning page layouts
Powerful combinations of reporting features to drive decisions

Who This Book Is For:
This book will help everyday users, super users, managers, and executives alike make the most of Salesforce reports and dashboards with walkthroughs, best practices, and practical use cases. Everyday users will learn how to create reports and dashboards to make business decisions and answer questions about the data in the system. Report and dashboard super users will learn the range of features available, how to enable them, and when to use them. Executives will learn what is possible with reports and dashboards, and be empowered to be self-sufficient in analyzing their data. Managers will learn how to better oversee their team’s data and lead their team confidently.