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Salesforce for Beginners - Second Edition
book

Salesforce for Beginners - Second Edition

by Sharif Shaalan, Timothy Royer
October 2022
Beginner content levelBeginner
532 pages
10h 21m
English
Packt Publishing
Content preview from Salesforce for Beginners - Second Edition

8

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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Publisher Resources

ISBN: 9781803239101