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


In this chapter, we started with a discussion on's architecture, the benefits of using the technology, and multiple products from

We continued to discuss the Salesforce object model, how data is stored, types of objects, and the difference between standard and custom objects. You understood how to relate objects, relationships between objects (master-detail relationships and lookup relationships), and a comparison of both the relationship models. You also learned about multiple field types for objects.

Next, you learned how to find the Setup menu, and we covered the testing environment with the Sandbox or Developer Edition to get a hands-on of this book's activities. At the end of this chapter, we went into a little depth about getting a hands-on of Schema Builder. Then you learned how to navigate it to analyze and configure object models.

In the next chapter, we will go through various data management activities including data backup, data import, the Sandbox environment, and data accessibility. This chapter is intended more for system administrators, but business users will nevertheless get more knowledge on how to manage data in Salesforce.