Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Reports


Within Salesforce CRM, reports are accessed from the Reports tab (as shown in the following screenshot). There is a large variety of predefined reports that are automatically provided when your organization is first set up by Salesforce. These predefined reports are known as standard reports and are located in pre-prepared report folders known as standard report folders. For example, standard reports provide information about accounts and contacts; details about opportunities, forecasts, products, and sales pipelines; information about your organizations leads; details about forecast reports for customizable forecasting, and so on.

In this section on reports, we will outline the available standard reports and describe some of the key reports for system administrators in particular.

The predefined reports are suitable for existing objects and fields. They would not  be suitable for reporting on any new objects that you have created. For this, we will look at how to extend the existing...