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


This chapter is primarily intended for Salesforce system administrators, but it is also good for business users to understand more of data management in Salesforce. In this chapter, we started with discussing data backup in, how to back up, the tools available, and why we need to back up.

We continued to discuss the Salesforce Sandbox environment, type of Sandbox, and usage of each type of Sandbox. Next, you learned how to import data to Salesforce with the help of multiple tools.

At the end of the chapter, we highlighted items that determined user accessibility to a record, from record owner to manual and apex sharing.

The next chapter will be more interesting, as we will start building our very own Salesforce report.