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

Adding a chart to a report

Adding a chart to a report helps our users better understand the reports, as we can see the grouping being done in a visual manner.

In the following screenshot, you can see that the chart is automatically generated (1) when you click on the button for adding a chart. The button then highlights to blue, as seen below:

Graphical user interface, table  Description automatically generated

Figure 8.7: Automatically generated report and Save button

As shown in the preceding screenshot, we now have a Matrix report with a chart in preview mode. Click on the Save button (2) to save this report.

Saving and running a report

The final stage here, after creating a report and its data, is saving it and then running it to see how it appears. Let’s learn how to do this.

In the following screenshot, you can see the page that comes up when you click on Save. Here, you can enter a name for your report (1):

Graphical user interface, text, application, email  Description automatically generated

Figure 8.8: Save Report page and Save button

I chose to save this report in the Public...