Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
About the Author
About the Reviewers

Chapter 1. Introducing

This chapter will give you a general introduction to You will learn the benefits of cloud computing technology and how to extend beyond the Salesforce CRM application using custom objects. There is also an introduction to Schema Builder. Then we will be covering the architecture, setup menu, and testing environment. This guide will involve some hands-on activities for mastering reports and dashboard creation from Chapter 3, Creating Your First Report, and onwards.

This chapter contains information about reporting and dashboards that applies to both business users and system administrators. Some topics in this chapter discuss features specific for system administrators, but business users will also find it interesting to understand the architecture better.

Throughout this chapter, we will provide notes and tips for you to understand the technology. The following topics will be covered in this chapter:

  • Overview and benefits of

  • The Salesforce object model

  • Navigating the setup menu

  • Schema Builder