Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Understanding report types


Report types are a predetermined amalgamation of related objects and their fields that we can use as starting points when building new custom reports. In other words, report types are containers that contain data and fields on which we can create custom reports. The following screenshot represent a Venn diagram of outer join report type in Salesforce:

The different kinds of report types are as follows:

  • Standard report types

  • Custom report types

Standard report types

Standard report types are available for building reports on standard and custom objects and their related objects by default. When you are creating a new custom field, it is automatically added to standard report types. The following screenshot displays a standard report type that shows Leads with converted lead information:

Custom report types

Custom report types allow us to build our own report framework in the report wizard; through this, users can create custom reports. While creating custom report...