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 concluded the reporting section of this book. We started by creating bucket fields with multiple types of field sources. The way to define the bucket values is different for each field type. We then continued with using the custom summary formula to calculate the total amount based on numerical values in the report, including the powerful formulas of ParentGroupVal() and PrevGroupVal(). These are only available in the custom summary formula.

The last two topics discussed were on scheduling a report to send reports in HTML format to your own account or to multiple users. Configuring report schedules is a very simple task in Salesforce, with just a few clicks. Finally, we discussed how to create a chart that is added to the report into a page layout so that users can get a snapshot of a record.

In the next chapter, we will start discussing dashboard in Salesforce, starting with components used to build a dashboard, followed by how a report is related to the dashboard. We...