Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Related Content you might be interested in

Current Title:

Small book image
Salesforce Reporting and Dashboards
Johan Yu
Mar, 2015 | 306 pages
No titles found
Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
Salesforce Reporting and Dashboards
Credits
Credits
Foreword
Foreword
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Introducing Salesforce.com
Introducing Salesforce.com
Overview and benefits of Salesforce.com
Salesforce Object Model
Navigating the Setup menu
Schema Builder
Summary
2
Managing Data in Salesforce.com
Managing Data in Salesforce.com
Back up your data
Playing with Sandbox
Importing data to Salesforce
Configure data visibility and accessibility
Summary
3
Creating Your First Report
Creating Your First Report
Report permissions
Salesforce report folders
Folder permissions
Report Builder
Standard reports and folders
Report types
Creating your first report
Exporting a report
Additional report user interface setup
Summary
4
Working with Reports
Working with Reports
Selecting the report format
Adding a chart to a report
Working with report filters
Managing custom report types
Subscribing to a report
Summary
5
Learning Advanced Report Configuration
Learning Advanced Report Configuration
Categorizing data in reports
Working with custom summary formula fields
Scheduling a report
Adding an embedded report chart
Summary
6
Creating Your First Dashboard
Creating Your First Dashboard
Dashboard permissions
Dashboard folders and permissions
Viewing dashboards
Dashboard components
Creating your first dashboard
Integrating dashboards with Chatter
Summary
7
Learning Advanced Dashboard Configuration
Learning Advanced Dashboard Configuration
Implementing dashboard filters
Using a dynamic dashboard
Dashboard and report drill-down
Getting more from AppExchange
Summary
8
Accessing Historical Data
Accessing Historical Data
Setting up and using field History Tracking
Implementing Chatter Feed Tracking
Implementing Reporting Snapshots
Implementing historical trending reports
Selecting features
Summary
9
Dashboards and Reports in Salesforce1
Dashboards and Reports in Salesforce1
Introduction to the Salesforce1 mobile app
Working with a dashboard in the Salesforce1 app
Share a dashboard snapshot with the Chatter feed
Working with reports in the Salesforce1 app
Limitations of the Salesforce1 app
The Salesforce Mobile Dashboards app
Summary
Index
Index

Navigating the Setup menu

Depending on your user details and by navigating to Setup | User Interface, here are a few ways to find the Setup menu:

  • If the Salesforce instance organization has Enable Improved Setup User Interface enabled, the Setup link will be visible next to Help, as shown in this screenshot:

  • For a Salesforce instance without Enable Improved Setup User Interface enabled, click on your name, and the Setup link will appear in the drop-down window shown in the following screenshot:

  • A Salesforce instance with Enable Improved Setup User Interface and Accessibility Mode enabled in your user details will look like the following screenshot:

  • A Salesforce instance with Enable Improved Setup User Interface disabled and Accessibility Mode enabled in your user details will look like the following screenshot:

Tip

To find the Enable Improved Setup User Interface option, navigate to Setup | Customize | User Interface.

Previous Section
End of Section 4
Next Section