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Business Analysis Using Reports and Dashboards
So far, we have covered the basic objects such as Leads, Accounts, Contacts, Opportunities, Campaigns, and Cases that are used to conduct business in Salesforce. Now, we will look at the reports and dashboards that analyze those objects.
Salesforce is a great tool for capturing the data needed to drive various business processes, but what good is the data if it isn’t actionable? This is where reports and dashboards come in. They allow you to understand and act on your data.
To understand the data, you will need to learn how to create reports and how to use them. The underlying data of a report can also be combined into a visual output called a dashboard. Most of this chapter will be focused on ...
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