Mastering Salesforce Reports and Dashboards - Helion

ebook

Autor: David Carnes
ISBN: 9781098127800
stron: 344, Format: ebook
Data wydania: 2023-06-14
Księgarnia: Helion

Cena książki: 211,65 zł (poprzednio: 246,10 zł)
Oszczędzasz: 14% (-34,45 zł)

Osoby, które kupiły tę książkę, wybierały także »

Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs.

This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate.

You'll learn:

How to create reports using the four main report formats in Salesforce
How to create and use dashboards
Methods for storing and finding reports and dashboards
How to leverage formulas and trending in Salesforce reporting
Special reporting features only available in Salesforce Mobile and on the Analytics tab
Ways to embed report charts and dashboards in Lightning page layouts
Powerful combinations of reporting features to drive decisions

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Spis treści

Mastering Salesforce Reports and Dashboards eBook -- spis treści

Preface
- Who This Book Is For
- Navigating This Book
- Conventions Used in This Book
- OReilly Online Learning
- How to Contact Us
- Acknowledgments
1. Introduction to Salesforce Reporting
- Reports and Dashboards Overview
  - Reports Tab
  - Dashboards Tab
  - Analytics Tab
  - Reports
  - Dashboards
- Use Cases for Reporting
  - Leadership
  - Sales
  - Marketing
  - Services
- Reports and Dashboards Versus BI Tools
- Conclusion
2. First Things First
- Salesforce Editions
- Settings and Permissions
- Salesforce Data Model
- Reporting Joins
- Standard Report Types
- Data and Data Access Considerations
- Using Multiple Currencies
- Add-On Modules Introduce Additional Reporting Features
- Conclusion
3. Reports
- What Is a Report?
- Overview of the Reports Tab
  - Reports Tab Categories
  - Reports Tab Search
  - Reports Tab Folders
  - Reports Tab Actions
  - Reports Tab Menu
- Running Reports
  - Filters
  - Charts
  - Column Actions
  - Drill Down
  - Search Report Table
  - Toggles
  - Save and Save As
  - Export
  - Subscriptions
  - Inline Editing
- Favorites
- Conclusion
4. Creating Reports
- Create a New Report
- Selecting a Report Type
- Report Builder
  - Outline Tab
    - Bucket columns
  - Show Fields Pane
  - Filters Tab
    - Cross filters
    - Row limit filters
    - Personalized filters
    - Relative date filters
  - Preview Pane
  - Report Controls
    - Charts
  - Toggles
    - Conditional formatting
- Report Formats
  - Tabular
  - Summary
  - Matrix
  - Joined Reports
- Conclusion
5. Formulas
- What Are Formulas and Why Do They Help?
- Building Blocks of Formulas
  - Formula Editor
  - Field References
  - Operators
  - Literal Values
  - Functions
  - Comments
- Row-Level Formulas
- Summary Formulas
- Cross-Block Summary Formulas
- Custom Formula Fields
  - The Power of One
- Testing Formulas
- Conclusion
6. Dashboards
- What Is a Dashboard?
- Overview of the Dashboards Tab
- Dashboard Tab Categories
- Dashboard Actions
- Search
- Folders
- Running a Dashboard
  - Refresh
  - Running User
  - Dynamic Dashboards
  - Filters
  - Downloads
  - Subscriptions
- Conclusion
7. Building Dashboards
- Getting Started
- Dashboard Editor
- Adding a Component
- Dashboard Components
  - Horizontal Bar Chart
  - Vertical Bar Chart
  - Stacked Horizontal Bar Chart
  - Stacked Vertical Bar Chart
  - Line Chart
  - Donut Chart
  - Metric Chart
  - Gauge Chart (and Dynamic Gauges)
  - Funnel Chart
  - Scatter Chart
  - Lightning Table
- Dashboard Component Properties
- Widgets Replace Components in Unlimited Edition
  - Text
  - Image
- Dashboard Properties
  - Running User
  - Dashboard Grid Size (12 vs 9)
  - Dashboard Theme and Palette
- Dashboard Optimization
  - Component Sizing and Placement
  - Two-Level Sorting
  - Additional Measures
  - Dashboard Filters
- Conclusion
8. Report and Dashboard Folders
- Organizing Reports and Dashboards
  - Navigating and Nested Folders
  - System-Generated Folders
  - Creating Folders
- Folder Access and Permissions
  - Folder Permissions
  - Managing Folders
  - Moving Reports and Dashboards
- Conclusion
9. Analytics Tab
- Analytics Tab Overview
  - Search
  - Navigation
  - Create Button
  - Action Menus
  - Browse
  - Favorites
  - Collections
    - Preview thumbnails in collections
- Enabling the Analytics Tab
- Conclusion
10. Custom Report Types
- Permissions Required to Create and Manage Report Types
- Creating Custom Report Types
  - Preview Layout Button
  - Edit Layout Button
  - Adding Fields via Related Lookup
- Using Custom Report Types
- Managing Custom Report Types
- Maintaining Custom Report Types
  - Deleting Custom Report Types
- Conclusion
11. Embedded Analytics
- Embedded Report Charts
- Embedded Dashboards
- Component Visibility
- Conclusion
12. Mobile Analytics
- Installing the App
- Using the App
- Mobile Home
- Mobile Search
- Reports
- Dashboards
- Managing the Salesforce Mobile App
  - Navigation
  - Analytics Tab
  - Offline
- Conclusion
13. Trending
- Basic Trending
- Special Report Types
  - Opportunity History
  - Opportunity Trends
  - Case Lifecycle
- Reporting on Field History Tracking
- Historical Trending
- Reporting Snapshots
  - Source Report
  - Custom Snapshot Object
  - The Snapshot Itself
  - Time
- Conclusion
14. Final Thoughts
- Continue Your Learning Journey
- Places to Go for Help
- Stay on Top of Releases
- The Power of Combining Features
- Practice Makes Perfect
- Conclusion
Index