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

Changing the Report format


Sometimes it is necessary to change the report format for the existing reports. The effects of changing the report format are as follows:

Report format change

Effects of the change

Change from Tabular to either Summary or Matrix

The Rows to Display filter is not applicable for Summary or Matrix reports, and is therefore removed.

Change from Summary, Matrix, or Joined to Tabular reports

Groupings are not applicable for Tabular reports and are removed from the report. The fields used for grouping are removed and not converted to columns in the Tabular report.

Change from Summary report to Matrix report

The Summary first grouping is used as the first Matrix row grouping.

The second Summary grouping is used as the first column grouping.

The third Summary grouping is used as the second row grouping.

Note: When using the report wizard, the third Summary grouping is automatically removed.

Change from Matrix report to Summary report

The Matrix first row...