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Teach Yourself VISUALLY Salesforce.com
book

Teach Yourself VISUALLY Salesforce.com

by Justin Davis, Richard Wentk
June 2013
Beginner to intermediate
352 pages
8h 21m
English
Visual
Content preview from Teach Yourself VISUALLY Salesforce.com

Chapter 5: Configuring Reports and Dashboards

You can use reports to summarize the data in Salesforce records, and share these summaries across your organization. Dashboards display a collection of up to 20 charts, called components, which further summarize the data in reports.

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Understanding Report Formats

Create a Leads Report

Create a Contacts & Accounts Report

Create an Opportunity Report

Add Leads to a Campaign

Create Report Charts

Create a Custom Report Type

Schedule Reports

Create a Campaign Report

Summarize Report Data

Create a Joined Report

Export Reports to Excel

Add Grouping to Reports

Create a Report Formula

Understanding Dashboard ...

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Publisher Resources

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