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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Different types of report formats
Salesforce allows us to generate reports on different predefined formats based on business requirement. Salesforce offers four different report formats that you can use. They are as follows:
- Tabular
- Summary
- Matrix
- Joined
Tabular report
You can use this type of report to display a row of records in a table without any subtotal. Let's start with a business use case.
Say David Guzman is working as System Administrator at Universal Containers. As part of day-to-day admin activity, he has received a requirement from the management to create a report to list all the accounts that have at least one order record and each order record must have at least one related activities record.
Perform the following steps to create a custom ...
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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.