March 2017
Intermediate to advanced
412 pages
8h 1m
English
Content preview from Mastering Salesforce CRM AdministrationBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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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 ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.