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, you became familiar with components when working with reports on the Salesforce platform. We saw different report formats and the uniqueness of each format. We continued discussions on adding various types of charts to the report with point-and-click effort and no code; all of this can be done within minutes.

We saw how to add filters to reports to customize our reports further, including using Filter Logic, Cross Filter, and Row Limit for tabular reports. We walked through managing and customizing custom report types, including how to hide unused report types and report type adoption analysis. In the last part of this chapter, we saw how easy it is to subscribe to a report and define criteria.

Although we hinted at dashboards many times in this chapter, we have not discussed them in this chapter; dashboards will be discussed from Chapter 6, Creating Your First Dashboard onwards. This chapter was entirely based on reports.

In the next chapter, we will discuss advanced...