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Mastering Salesforce CRM Administration

You're reading from Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

Product type Paperback

Published in Mar 2017

Publisher

ISBN-13 9781786463180

Length 412 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Gupta

View More author details

Table of Contents (20) Chapters

Mastering Salesforce CRM Administration

Credits

Foreword

About the Author

About the Reviewers

www.PacktPub.com

Customer Feedback

Preface

1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER

2. Security Settings in Salesforce

3. Territory Management

4. Extending Salesforce with Custom Objects and Applications

5. Getting More Value from Sales Cloud

6. Increasing Service Agent Productivity by Using Service Cloud

7. Optimizing Business Processes with Visual Workflow and Approval Processes

8. Automating Complex Business Processes

9. Analyzing Productivity with Reports and Dashboards

10. E-mail and Mobile Administration

11. Different Ways of Deploying an Application between Environments

12. Basics of Apex and Visualforce Page

Chapter 9. Analyzing Productivity with Reports and Dashboards

In the previous chapter, we had an overview of Process Builder. We learned the difference between automation tools such as Visual Workflow, Workflow Rule, and Process Builder. We also discussed the various actions available in Process Builder.

In this chapter, we will discuss various concepts related to a report and dashboard. We will also explain the different ways to share reports and dashboards, followed by a few advanced concepts such as cross filters in reports and formulas. We'll cover the following topics in this chapter:

Understanding report types
Different types of report formats
Dashboard components and their types
Reporting snapshot

A report provides you a way to analyze how efficiently your organization is performing. For example, the VP of Sales of Universal Containers wants either a list of opportunities closed-won in the current quarter or the number of leads passed by web-to-lead form embedded on the company website...

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Authors (1)

Gupta

Gupta

Rakesh Gupta is best known as an automation champion in the Salesforce ecosystem. He has written over 150 articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts in the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. Currently, Rakesh is working as a Salesforce solution architect consultant.

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