Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

8 Business Analysis Using Reports and Dashboards

So far, we have covered the basic objects that are used to conduct business in Salesforce. Now, we will look at reports and dashboards.

Salesforce is a great tool for capturing the data needed to drive various business processes, but what good is the data if it isn't actionable? This is where reports and dashboards come in. They allow you to understand and act on your data.

To understand the data, you will need to learn how to create reports and how to use them. This underlying data is a combined visual output called a dashboard.

To help us learn all this, we will cover the following topics in detail:

  • Using reports and how to create a report:
    • Using grouping to create various report types
    • Adding a chart to a report
    • Saving and running a report
  • Using dashboards and how to create a dashboard using dashboard components

With the help of these topics, you will be able to create reports of various types in order to analyze data. You will...