Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Dashboard component and its types


The dashboard is a graphical representation of a report. It will show data from the source report as a graphical component, which can be a metric chart, gauge, donut chart, and so on. Components provide a glimpse of the key metrics and performance meters of your organization. Use this when you are interested in knowing about the numbers and comparisons based on the same fields.

A user will be able to see all the details in a dashboard whether they have access to the records or not; however, once they drill down to the report, they will only be able to see records that he or she has access to. Dashboard components can be a metric chart, gauge, donut chart, table, or another component that you can create with Visualforce. A description of each component is as follows:

  • Chart: You can use a chart when you want to display data graphically. It also allows you to choose from a variety of chart types.

  • Gauge: You can use a gauge when you have a single value that...