We can create a dashboard from a matrix or summary report.
A maximum of 2,000 rows will be displayed in a report. To view all the rows, export the report to Excel or use the printable view for tabular and summary reports. For joined reports, export is not available, and printable view will display a maximum of 20,000 rows.
In the report builder, up to 20 rows for summary and matrix reports and 50 rows for tabular reports will be displayed.
We can have up to 20 field filters in a report.
By default, reports time out after 10 minutes. You can contact Salesforce.com support to extend the timeout limit to 20 minutes for tabular, summary, and matrix reports, but no extension is possible for joined reports. It will continue to time out after every 10 minutes.
The maximum number of source report columns you can map to target fields is 100.
A reporting snapshot will fail during a scheduled run if the source report includes more than 100 fields.
A reporting snapshot will fail during...
Mastering Salesforce CRM Administration
By :
Mastering Salesforce CRM Administration
By:
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
Free Chapter
A Deep Dive into the Salesforce Lightning Experience
Security Settings in Salesforce
Territory Management
Extending Salesforce with Custom Objects and Applications
Getting More Value from Sales Cloud
Increasing Service Agent Productivity by Using Service Cloud
Optimizing Business Processes with Visual Workflow and Approval Processes
Automating Complex Business Processes
Analyzing Productivity with Reports and Dashboards
E-mail and Mobile Administration
Different Ways of Deploying an Application between Environments
Basics of Apex and Visualforce Page
Customer Reviews