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Salesforce CRM Administration Handbook
book

Salesforce CRM Administration Handbook

by Krzysztof Nowacki, Mateusz Twarożek
April 2024
Intermediate to advanced content levelIntermediate to advanced
328 pages
9h 20m
English
Packt Publishing
Content preview from Salesforce CRM Administration Handbook

8

Reports and Dashboards

In the previous chapters, we learned how to create and automate data in Salesforce. All right, but what comes next with all this data? Do they exist in the CRM just for the sake of being there? Is Salesforce like a boring novel that someone created and nobody wants to read? Of course not! At least it should not be like this! There will come a moment when you’ll want to report on the data that have made their way into your CRM to support both your administrative activities and the actions of your users, their supervisors, and even your organization’s CEO. As you already know, Salesforce is a highly sophisticated tool that doesn’t overlook reporting modules, and they are quite advanced. In this chapter, we will break down ...

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Publisher Resources

ISBN: 9781835085691