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

Groupings


Groupings can be added to summary, matrix, and joined reports to group together sections of report data. For example, you might want to group accounts by the number of employees that the account has.

To add a summary field, follow these steps:

  1. Drag a field from within the Fields pane.

  2. Drag the field into the grouping section of the Preview pane.

  3. Wait for the loading dialog to complete.

  4. Observe what the field is showing on the grouping section:

This will produce a report showing the grouped sections, as shown in the following screenshot:

Summary reports can have up to three grouping levels.

Matrix reports can have two row and two column groupings. You cannot use the same field for both the row and the column groupings.

Joined reports can have up to three grouping levels.

Summary fields

A summary field is the SUM, AVERAGE, MIN, or MAX for a number or a currency field. Summary fields are displayed at all grouping levels, including the grand total level for reports that have been created...