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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
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

Using a dynamic dashboard

Before we start with the definition of dynamic dashboards, let's understand: is there any concept called a static dashboard? Yes, there is, but it is not called a "static dashboard". For simplicity in this book and to differentiate a dashboard from a dynamic dashboard, let's just call it a "normal" dashboard. Note that in Salesforce, it is officially just called dashboard, not "normal dashboard".

Normal dashboard

For a normal dashboard, the user will see a dashboard with data visibility of someone else. Let's take a sample of how data visibility works in a normal dashboard. We create a role hierarchy to explain this easily, as shown in the following diagram:

Let's say a normal dashboard is configured with a running user as Peter Mann. Any user who opens the dashboard will have data visibility as that of Peter Mann, even though the user does not have visibility of the records, or even the source report used as a dashboard component.

When you create or edit a normal dashboard...

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Salesforce Reporting and Dashboards
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