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Salesforce Essentials for Administrators
book

Salesforce Essentials for Administrators

by Mohit Shrivatsava
October 2014
Intermediate to advanced
158 pages
3h 18m
English
Packt Publishing
Content preview from Salesforce Essentials for Administrators

Report types

Standard reporting comes out of the box with standard objects as well as custom objects, where the Allow Reports option is checked. Standard reports cannot be customized and automatically include standard and custom fields for each object within the report type.

Custom report types are added by an administrator in case standard report types are not enough to draw reports and one needs to relate more objects. Within a custom report type, one can specify the objects and fields that are included in the report.

Note

To create a custom report type, navigate to Setup | App Setup | Create | Report Types.

You can relate objects up to the fourth level, as shown in the following diagram. Remember to go for custom report types when standard report ...

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Publisher Resources

ISBN: 9781784398071