It's worthwhile to note that all reports and dashboards are stored in folders. A folder can have security features, which we will explore more in Chapter 4, Record-level Access, Security, and Audit Features. For reports, the folder type is Report, while for dashboards, it is Dashboard. E-mail templates are also stored in a folder type known as Email.
Salesforce Essentials for Administrators
By :
Salesforce Essentials for Administrators
By:
Overview of this book
Table of Contents (14 chapters)
Salesforce Essentials for Administrators
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Free Chapter
User Management and User Profiling
Configuring Salesforce
Reports and Dashboards
Record-level Access, Security, and Audit Features
Session Management, Data Loader, and Data Loading Best Practices
Troubleshooting Common Problems
An Overview of Sales and Service Cloud
Index
Customer Reviews