Index
A
- accessibility
- configuring / Configure data visibility and accessibility
- Apex-managed sharing / Apex-managed sharing
- AppExchange
- AppExchange product
- auto-sharing rules
- configuring / Sharing rules
B
- bucket field
- about / The bucket field
- values / The bucket field
- field types / The bucket field
- adding, to reports / Adding a bucket field to reports
- treating, as normal field / Adding a bucket field to reports
- source field type based, creating / Creating a bucket field based on the source field type
- editing / Editing a bucket field
- bucket field, based on source field type
- creating / Creating a bucket field based on the source field type
- picklist fields / Picklist fields
- currency / The currency, number, and percent fields
- number / The currency, number, and percent fields
- percent fields / The currency, number, and percent fields
- text and lookup fields / The text and lookup fields
C
- chart
- adding, to report / Adding a chart to a report
- chart type, report
- about / The chart type for a report
- horizontal bar chart / Horizontal bar chart
- vertical bar chart / Vertical bar chart
- line charts / Line chart
- pie chart / Pie chart
- donut chart / Donut chart
- funnel chart / Funnel chart
- Chatter
- used, for integrating dashboard / Integrating dashboards with Chatter
- feed tracking / Feed tracking, Implementing Chatter Feed Tracking
- dashboard snapshot, posting / Posting a dashboard snapshot
- Chatter feed
- enabling / Enabling Chatter feed tracking
- used, for sharing dashboard snapshot / Share a dashboard snapshot with the Chatter feed
- Chatter feed tracking
- implementing / Implementing Chatter Feed Tracking
- feed object / Feed objects
- Create and Customize Dashboards permission / Create and Customize Dashboards
- Create and Customize Reports permission / Create and Customize Reports
- Create Dashboard Folders permission / Create Dashboard Folders
- Create Report Folders permission / Create Report Folders
- cross filter
- about / Cross Filter
- using / Hands-on – using Cross Filter
- using, scenarios / Hands-on – more scenarios using Cross Filter
- custom object
- about / Custom objects
- custom objects
- history tracking / History tracking on custom objects
- custom report type
- about / Custom report types
- creating / Hands-on – create a custom report type
- custom report types
- managing / Managing custom report types
- report type view, creating / Creating a report type view
- customizing / Customizing a report type
- fields, removing / Removing fields from the report type
- default field visibility, managing / Managing default field visibility
- lookup field, adding / Adding a lookup field to a report type
- hiding / Hiding a report type
- usage, analyzing / Analyzing the usage of report types
- custom summary formula fields
- working with / Working with custom summary formula fields
- simple summary formula, adding / Adding a simple summary formula
- summary formula field, using / Using the summary formula field
- relative functions formula / Relative functions formula
- conditional highlighting, adding / Adding conditional highlighting
D
- dashboard
- permissions / Dashboard permissions
- folders and permissions / Dashboard folders and permissions
- viewing / Viewing dashboards
- Dashboards tab / The Dashboards tab
- Home tab / The Home tab
- selecting, for home page / Selecting a dashboard for the home page
- components / Dashboard components
- creating / Creating your first dashboard, Hands-on – creating a dashboard
- maintaining / Hands-on – editing and maintaining dashboards
- editing / Hands-on – editing and maintaining dashboards
- Reports tab / Hands-on – editing and maintaining dashboards
- Dashboard tab / Hands-on – editing and maintaining dashboards
- integrating, with Chatter / Integrating dashboards with Chatter
- filters, adding to / Hands-on – adding a filter to a dashboard
- report drill-down / Dashboard and report drill-down
- other URL / Other URL
- dashboard, Salesforce1 mobile app
- working with / Working with a dashboard in the Salesforce1 app
- dynamic dashboards / Dynamic dashboards
- filters / Dashboard filters
- dashboard components
- charts / Components
- data sources / Data sources
- defining / Defining a dashboard component
- Component Data / Component Data
- Formatting tab / Formatting
- dashboard filters
- implementing / Implementing dashboard filters
- about / Definition and concept
- applying / Definition and concept
- creating / Definition and concept
- adding / Hands-on – adding a filter to a dashboard
- dashboard folder
- creating / Hands-on – creating a dashboard folder
- dashboard permissions
- Run Reports permission / Run Reports
- Create and Customize Dashboards permission / Create and Customize Dashboards
- Manage Dynamic Dashboards permission / Manage Dynamic Dashboards
- View My Team's Dashboards / View My Team's Dashboards
- dashboard snapshot
- posting / Posting a dashboard snapshot
- sharing, with Chatter feed / Share a dashboard snapshot with the Chatter feed
- Dashboards tab / The Dashboards tab
- data
- backing up / Back up your data
- Salesforce data, backing up / Back up Salesforce data
- backing up, in Salesforce / Performing data backup in Salesforce
- importing, to Salesforce / Importing data to Salesforce
- categorizing, in reports / Categorizing data in reports
- data, importing in Salesforce
- Data Import Wizard / Data Import Wizard
- Data Loader, using / Using Data Loader
- partner tools / Partner tools
- data categorization, reports
- about / Categorizing data in reports
- bucket field / The bucket field
- Data Import Wizard / Data Import Wizard
- Data Loader
- using / Using Data Loader
- Dataloader.io tool / Partner tools
- data visibility
- configuring / Configure data visibility and accessibility
- Developer Edition
- donut chart / Donut chart
- drill down, report
- about / Dashboard and report drill-down, Report drill-down
- checkboxes, selecting / Selecting the checkboxes
- field, selecting / Selecting a field
- checkboxes and fields, combining / Combining checkboxes and fields
- dynamic dashboard
- using / Using a dynamic dashboard
- normal dashboard / Normal dashboard
- about / What is a dynamic dashboard?, Dynamic dashboards
- limitations / Limitations
- creating / Hands-on – creating a dynamic dashboard
E
- Edit My Reports permission / Edit My Reports, Edit My Dashboards
- embedded report chart
- adding / Adding an embedded report chart
- adding, to page layout / Hands-on - adding report charts to the page layout
- Export Reports permission / Export Reports
F
- features
- selecting / Selecting features
- field filter
- about / Field Filter
- field history tracking
- setting up / Setting up and using field History Tracking
- using / Setting up and using field History Tracking
- on standard objects / History tracking on standard objects
- on custom objects / History tracking on custom objects
- on history objects / History objects
- value, reading / Reading the history tracking value
- limitations / Limitations of using field History Tracking
- field history tracking value
- reading / Reading the history tracking value
- history-related lists / History-related lists
- history reports / History reports
- Filtered Source Report option / Filtered Source Report
- filter logic
- about / Filter Logic
- using / Hands-on – using Filter Logic
- filters
- adding, to dashboard / Hands-on – adding a filter to a dashboard
- folder permission
- about / Folder permissions
- Manage Public Reports permission / Manage Public Reports
- Create Report Folders permission / Create Report Folders
- Edit My Reports permission / Edit My Reports
- View Reports in Public Folders permission / View Reports in Public Folders
- Manage Reports in Public Folders permission / Manage Reports in Public Folders
- folders and permissions, dashboard
- about / Dashboard folders and permissions
- Create Dashboard Folders permission / Create Dashboard Folders
- Edit My Reports permission / Edit My Dashboards
- View Dashboards in Public Folders permission / View Dashboards in Public Folders
- Manage Dashboards in Public Folders permission / Manage Dashboards in Public Folders
- funnel chart / Funnel chart
H
- historical trending
- configuring / Hands-on – configuring historical trending
- activating, on opportunity / Activating historical trending on Opportunity
- Historical Trending Report, creating / Creating a historical trending report
- related objects / Objects related to historical trending
- limitations / Limitations of historical trending
- historical trending reports
- implementing / Implementing historical trending reports
- on standard objects / Historical trending on standard and custom objects
- on custom objects / Historical trending on standard and custom objects
- history objects
- history tracking / History objects
- home page
- dashboard, selecting / Selecting a dashboard for the home page
- Home tab / The Home tab
- horizontal bar chart / Horizontal bar chart
I
- IF function / IF function
- Informatica Cloud Data Loader / Partner tools
J
- Jitterbit Data Loader / Partner tools
- joined report format
- about / Joined report format
- creating / Hands-on – creating a joined report
- junction object / Object relationships
L
- line chart / Line chart
- lookup relationships
- comparing, with master-detail relationship / Object relationships
M
- Manage Dashboards in Public Folders permission / Manage Dashboards in Public Folders
- Manage Dynamic Dashboards permission / Manage Dynamic Dashboards
- Manage Reports in Public Folders permission / Manage Public Reports, Manage Reports in Public Folders
- manual sharing
- about / Manual sharing
- master-detail relationship
- comparing, with lookup relationships / Object relationships
- matrix report / PARENTGROUPVAL()
- matrix report format
- about / The matrix report format
- creating / Hands-on – creating a matrix report
- MAX function / MAX function
N
- normal dashboard / Normal dashboard
O
- object permission
- about / Object permission
- object relationships
- master-detail relationship / Object relationships
- lookup relationship / Object relationships
- Organization-Wide Default (OWD) sharing setting
- about / Configure data visibility and accessibility
- configuring / Configure data visibility and accessibility
- users, level of access / The Organization-Wide Default (OWD) sharing setting
P
- page type selection
- about / Dashboard and report drill-down
- Source Report option / Source Report
- Filtered Source Report option / Filtered Source Report
- Record Detail Page option / Record Detail Page
- PARENTGROUPVAL() function
- about / PARENTGROUPVAL()
- using / PARENTGROUPVAL()
- parameters, populating / PARENTGROUPVAL()
- permission, Salesforce
- system permission / Configure data visibility and accessibility
- object permission / Configure data visibility and accessibility
- pie chart / Pie chart
- PREVGROUPVAL() function
- using / PREVGROUPVAL()
- parameters, populating / PREVGROUPVAL()
R
- Record Detail Page option / Record Detail Page
- record ownership / Record ownership
- relative functions formula
- about / Relative functions formula
- PARENTGROUPVAL() function / PARENTGROUPVAL()
- PREVGROUPVAL() function / PREVGROUPVAL()
- report
- permissions / Report permissions
- creating / Creating your first report, Hands-on – creating a report, Creating reports
- exporting / Exporting a report
- user interface setup / Additional report user interface setup
- chart, adding / Adding a chart to a report, Hands-on – adding a chart to a report
- chart type / The chart type for a report
- subscribing to / Subscribing to a report, Report subscription, Hands-on – subscribing to a report
- subscribing, conditions / Report subscription
- subscribe, monitoring / Monitoring a report subscription
- Subscribe button, clicking / Subscribing
- testing / Testing and saving
- saving / Testing and saving
- Chatter feed / Chatter feed
- e-mail notification, sending / E-mail notification
- subscribing, limitations / Limitations
- data, categorizing / Categorizing data in reports
- bucket field, adding / Adding a bucket field to reports
- scheduling / Scheduling a report, Hands-on - Scheduling a report
- scheduling, frequency / Scheduling a report
- e-mail recipients, setting / E-mail recipients
- scheduled reports, checking / Seeing which reports are scheduled
- scheduled reports, managing / Managing a scheduled report
- scheduling, limitations / Limitations
- Report Builder
- about / Report Builder
- components / Report Builder
- Report Builder permission / Report Builder
- report filters
- working with / Working with report filters
- options / Working with report filters
- field filter / Field Filter
- filter logic / Filter Logic
- cross filter / Cross Filter
- row limit / Row Limit
- report folder, Salesforce
- about / Salesforce report folders
- Report and dashboard folder sharing / Report and dashboard folder sharing
- creating / Hands-on – creating a report folder
- sharing / Hands-on – sharing a report folder
- report format
- selecting / Selecting the report format, Choosing a report format
- tabular / Tabular report format
- summary / The summary report format
- matrix / The matrix report format
- joined reports / Joined report format
- report permissions
- about / Report permissions
- Run Reports / Run Reports
- Create and Customize Reports / Create and Customize Reports
- Export Reports permission / Export Reports
- Schedule Reports permission / Schedule Reports
- Report Builder permission / Report Builder
- reports, Salesforce1 mobile app
- working with / Working with reports in the Salesforce1 app
- Report menu item / The Reports menu item
- drilling down, from dashboard / Drill down from the dashboard
- Chatter group / Chatter feed or group
- Chatter feed / Chatter feed or group
- report subscribe
- monitoring / Monitoring a report subscription
- report type
- about / Report types
- category / Report type category
- standard report types / Standard report types
- custom report type / Custom report types
- custom report type, creating / Hands-on – create a custom report type
- report type category
- about / Report type category
- report user interface setup
- about / Additional report user interface setup
- Enable Floating Report Headers option / Enable Floating Report Headers
- Export Reports Without Footers option / Export Reports Without Footers
- role hierarchy
- configuring / Role hierarchy
- row limit
- about / Row Limit
- adding / Hands-on – adding row limit and dashboard settings
- dashboard settings, adding / Hands-on – adding row limit and dashboard settings
- Run Reports permission / Run Reports, Run Reports
S
- Salesforce
- data, backing up / Performing data backup in Salesforce
- data, importing to / Importing data to Salesforce
- report folder / Salesforce report folders
- dynamic dashboard / What is a dynamic dashboard?
- Salesforce.com
- overview / Overview and benefits of Salesforce.com
- benefits / Overview and benefits of Salesforce.com
- upgrading / Standard objects
- Salesforce.com, products
- Sales Cloud / Overview and benefits of Salesforce.com
- Service Cloud / Overview and benefits of Salesforce.com
- Marketing Cloud / Overview and benefits of Salesforce.com
- Analytics Cloud / Overview and benefits of Salesforce.com
- Force.com platform / Overview and benefits of Salesforce.com
- Salesforce1 mobile app
- about / Introduction to the Salesforce1 mobile app
- dashboard, working with / Working with a dashboard in the Salesforce1 app
- reports, working with / Working with reports in the Salesforce1 app
- limitations / Limitations of the Salesforce1 app
- Salesforce data
- backing up / Back up Salesforce data
- Salesforce Mobile Dashboards app
- Salesforce object model
- about / Salesforce Object Model
- standard object / Standard objects
- custom object / Custom objects
- object relationships / Object relationships
- field types / Field types
- Sandbox / Sandbox or Developer Edition?
- Salesforce Object Query Language (SOQL) / History objects
- Sandbox
- about / Sandbox or Developer Edition?, Playing with Sandbox
- data backups, pitfalls / Playing with Sandbox
- types / Types of Sandboxes
- configuring / Configuring Sandbox
- Sandbox, types
- Developer Sandbox / Types of Sandboxes
- Developer Pro Sandbox / Types of Sandboxes
- Partial Copy Sandbox / Types of Sandboxes
- Full Sandbox / Types of Sandboxes
- Schedule Reports permission / Schedule Reports
- Schema Builder
- about / Schema Builder
- actions / Schema Builder in action
- navigating to / Hands-on – navigating Schema Builder
- working on / Hands-on – working in Schema Builder
- Setup menu
- navigating / Navigating the Setup menu
- simple summary formula
- adding / Adding a simple summary formula
- snapshot reporting
- implementing / Implementing Reporting Snapshots
- configuring / Configuring Reporting Snapshots
- creating / Creating the reporting snapshot, Hands-on – creating a reporting snapshot, Step 4 - creating the reporting snapshot
- summary report, creating / Step 1 - creating the source report
- custom objects, creating / Step 2 - creating custom objects
- custom fields, creating / Step 3 - creating custom fields
- fields, mapping from source report to target object / Step 5 - mapping fields from the source report to the target object
- scheduling / Step 6 - scheduling reporting snapshots
- summarizing / Summary of creating a reporting snapshot
- History and Monitoring / History and monitoring reporting snapshots
- historical data report, creating / Reports on historical data
- limitations / Limitations of reporting snapshots
- snapshot reporting configuration
- about / Configuring Reporting Snapshots
- source report, creating / Creating the source report
- target object, creating / Creating the target object
- fields, creating in target object / Creating fields in the target object
- fields, mapping from source report to target object / Mapping fields from the source report to the target object
- schedule, setting / Setting the schedule
- Software as a Service (SaaS) / Overview and benefits of Salesforce.com
- Source Report option / Source Report
- standard objects
- about / Standard objects
- account / Standard objects
- contact / Standard objects
- opportunity / Standard objects
- lead / Standard objects
- case / Standard objects
- campaign / Standard objects
- history tracking / History tracking on standard objects
- standard report folder / Standard reports and folders
- standard report type
- about / Standard report types
- types / Standard report types
- lookup relationship / Standard report types
- master-detail relationship / Standard report types
- summary formula field
- using / Using the summary formula field
- operators, using / Using operators in the summary formula field
- functions, using / Using functions in the summary formula field
- IF function, using / IF function
- MAX function, using / MAX function
- summary report format
- about / The summary report format
- abilities / The summary report format
- creating / Hands-on – creating a summary report
- system permission
- about / System permission
T
- tabular report format
- about / Tabular report format
- limitations / Tabular report format
- creating / Hands-on – creating a tabular report
- tools, Salesforce partner
- Dataloader.io / Partner tools
- Informatica Cloud Data Loader / Partner tools
- Jitterbit Data Loader / Partner tools
- Total Open Opportunities / Adding a simple summary formula
V
- vertical bar chart / Vertical bar chart
- View Dashboards in Public Folders permission / View Dashboards in Public Folders
- View My Team's Dashboards permission / View My Team's Dashboards
- View Reports in Public Folders permission / View Reports in Public Folders