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

Overview and benefits of is a web-based enterprise platform that you can access from anywhere, anytime, and on any device as long as you are connected to the Internet. It is a cloud application, so you do not need to purchase any server/hardware, operating system, or database to use it. If you haven't used before, then let me tell you that it is a web-based application like Gmail or Yahoo e-mail, but it takes this a step further because it allows you to configure and customize it to suit your business needs.

When you sign up for Salesforce, you will be provided with an "organization," which is basically a software environment. Hardware, the operating system, and the database are shared among Salesforce customers within the same "instance". Salesforce customers within the same instance run the same version of platform.

You can illustrate the Salesforce platform as an apartment building, shared by many residences. In this multitenant environment, each organization's data, configuration, and users are completely isolated and are not accessible to any other organization. So, when you configure your Salesforce organization, the metadata changes are only for your organization. A similar rule applies to your database; access to it is only for your registered users.

If you have heard about cloud computing, you will easily understand that since is a Software as a Service (SaaS) model, you will only need to configure to start using it. Everything from object model and business logic to page layouts, reports, and dashboards is provided by the Salesforce platform. It also has its own Java-like programming language called Apex, and an HTML-like visual markup language called Visualforce page for custom user interface design.

Since the Salesforce team takes care of the infrastructure, maintenance, software upgrades, backup, and performance, it benefits companies by lowering the IT cost and the cost of resources. As a Salesforce subscriber, you just need to maintain your users and implement the business processes you need.

When Mark Benioff started from his apartment in San Francisco back in 1997, was intended to act as a CRM application only. However, as the platform grew and became more robust, Salesforce opened up its platform to more customization, where you could build any kind of applications beyond CRM.

The following products are available in this platform at the time of writing this book:

  • Sales Cloud: This is used to automate your sales process

  • Service Cloud: This is used to deliver revolutionary customer service process

  • Marketing Cloud: This is used to provide digital marketing automation

  • Analytics Cloud: This is used to deliver analytics for business users and analysts

  • platform: This allows you to build your own Enterprise custom apps that connect with customers, employees, and partners

In summary, the advantages of using compared to other on-premise applications are as follows:

  • Faster implementation schedule

  • Lower maintenance cost, since you don't have to buy or support in-house servers, data centers, and high-speed internet connections, or hire any IT staff for this work

  • It is scalable and robust

  • Security and high performance

  • Easily expandable functionality using prebuilt solutions from the AppExchange

  • Access from desktops, laptops, and mobile devices with Internet connectivity

  • Enjoy enterprise grade level application for small and medium businesses