November 2019
Intermediate to advanced
672 pages
13h 39m
English
Content preview from Salesforce Advanced Administrator Certification Guide
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Filtering reports
If you are reading this book, then you already know how reports are built, so how a report can be filtered is not a secret to you. However, I bet there are some configuration options that you are not aware of or that you may have never used before. One of them may be the filter by role hierarchy. As the name suggests, it is possible to filter the results based on the roles of the users who own the records.
To access this option, on the Report Builder, click on Filters | Show Me and select the role you want to narrow:
Filtering reports by hierarchy role
Another important option is the cross filter feature. With this feature, ...
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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.