Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Chapter 6. Generating Data Analytics with Reports and Dashboards

In the previous chapter, we looked at the various mechanisms in Salesforce CRM that help manage the quality and integrity of data. The previous chapter also outlined the features and tools that are available for importing and exporting data to and from Salesforce CRM.

In this chapter, We will continue to look at the subject of data, but from the viewpoint of reporting, We will describe the analytics building blocks within Salesforce CRM.

These analytics tools allow you and your users to customize and manage the reporting and visual representation of data. For example, the sales team can produce reports that show the sales pipeline, the marketing team can report on the progress of campaigns, and you can create reports that display the number of active users in your Salesforce organization. The features available to report data are described in detail, including details on how to create, customize, and export purpose-built report...