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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

Implementing historical trending reports

A historical report can help the sales manager monitor the team's sales pipeline to make sure they meet the current and future sales goals. You'll probably want to compare historical and current values of key attributes of opportunities that have changed over time, such as amounts and status of your team pipeline.

Historical trend reports offer this capability without any special additional permission for the user to run the historical trending report. However, the admin needs to configure the objects and fields enabled for historical trending.

The same applies to field history; the historical trend will not track the fields until you enable historical trending for the object.

Historical trending on standard and custom objects

Historical trending could be enabled on the following standard objects:

  • Opportunity: When you enable historical trending in Opportunity, by default, the following fields are always enabled:

    • Amount

    • Close Date

    • Forecast Category

    • Probability...

CONTINUE READING
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Salesforce Reporting and Dashboards
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