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  • Book Overview & Buying Salesforce Reporting and Dashboards
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Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

By : Johan Yu
4.1 (9)
Buy this Book
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Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

4.1 (9)
By: Johan Yu
Buy this Book

Overview of this book

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.
Table of Contents (11 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. Introducing Salesforce.com
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1. Introducing Salesforce.com
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Overview and benefits of Salesforce.com
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Salesforce Object Model
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Navigating the Setup menu
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Schema Builder
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Summary
2
2. Managing Data in Salesforce.com
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2. Managing Data in Salesforce.com
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Back up your data
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Playing with Sandbox
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Importing data to Salesforce
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Configure data visibility and accessibility
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Summary
3
3. Creating Your First Report
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3. Creating Your First Report
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Report permissions
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Salesforce report folders
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Folder permissions
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Report Builder
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Standard reports and folders
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Report types
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Creating your first report
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Exporting a report
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Additional report user interface setup
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Summary
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4. Working with Reports
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4. Working with Reports
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Selecting the report format
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Adding a chart to a report
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Working with report filters
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Managing custom report types
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Subscribing to a report
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Summary
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5. Learning Advanced Report Configuration
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5. Learning Advanced Report Configuration
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Categorizing data in reports
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Working with custom summary formula fields
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Scheduling a report
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Adding an embedded report chart
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Summary
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6. Creating Your First Dashboard
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6. Creating Your First Dashboard
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Dashboard permissions
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Dashboard folders and permissions
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Viewing dashboards
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Dashboard components
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Creating your first dashboard
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Integrating dashboards with Chatter
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Summary
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7. Learning Advanced Dashboard Configuration
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7. Learning Advanced Dashboard Configuration
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Implementing dashboard filters
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Using a dynamic dashboard
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Dashboard and report drill-down
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Getting more from AppExchange
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Summary
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8. Accessing Historical Data
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8. Accessing Historical Data
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Setting up and using field History Tracking
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Implementing Chatter Feed Tracking
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Implementing Reporting Snapshots
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Implementing historical trending reports
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Selecting features
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Summary
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9. Dashboards and Reports in Salesforce1
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9. Dashboards and Reports in Salesforce1
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Introduction to the Salesforce1 mobile app
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Working with a dashboard in the Salesforce1 app
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Share a dashboard snapshot with the Chatter feed
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Working with reports in the Salesforce1 app
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Limitations of the Salesforce1 app
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The Salesforce Mobile Dashboards app
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Summary
10
Index
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Index

Back up your data

In general, data backup is an activity of copying data and files from a source to media or devices. When you perform data backup properly, you should be able to restore data from the backup media in the event of data loss, such as device failure. Another purpose of data backup is to recover data from an earlier time because of invalid, deleted data or for audit purposes.

Data loss may cause critical issues and even financial losses for the company. Corporates should have their data backup and restoration planned as per their business needs, and should store the backup in a safe place.

Back up Salesforce data

How about a backup of Salesforce data? Are you able to back it up? Yes, you can back up Salesforce data. Although Salesforce is a cloud application, it does not mean you cannot back up your data and the configuration (metadata) in your local computer or server.

What is the need to back up our Salesforce data? Salesforce handles backup activity and disaster recovery, and...

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Salesforce Reporting and Dashboards
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