Chapter 6. Analytics and Reporting

Salesforce provides us with some good tools to create reports and graphical charts. We can create reports and charts using a simple point-and-click tools.

By the end of this chapter, we should be able to:

  • Identify which report type is suitable for business needs
  • Create custom reports
  • Create graphical dashboards
  • Schedule a dashboard for automatic refresh
  • Set up an analytical snapshot

The most important function of an enterprise-level application such as CRM is how it displays the reports. As the application performs a large amount of data operations and manipulations, performing analytics and creating visual graphs from the data is very important. Reports and analytics are two one of the most powerful tools given by ...

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