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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
4
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
5
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
6
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
7
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
8
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

Working with custom summary formula fields

Custom summary formula is a powerful reporting technique used to create summaries of your numerical fields. This only available for summary, matrix, and joined reports. A custom summary formula offers you the ability to calculate additional totals based on the numeric fields available in the report, including the record count. Like bucket fields, custom summary formula fields created in a report will only be available in that report; they will not affect any other reports and database, and you cannot use or refer them to other reports.

Tip

Do not confuse custom summary formulas in reports with custom formula fields in objects; they are totally different things and are not related at all, although both have formulas.

When you need to get values from a lookup field in the report, a custom formula field is the answer. You cannot use a custom summary formula for this purpose. One of the options is to create a custom formula field in the object and hide...

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Salesforce Reporting and Dashboards
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