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Salesforce Reporting and Dashboards, by Johan Yu
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Master the art of building successful reports and dashboards with this comprehensive guide
About This Book- Visualize and create advanced level reports and dashboards using Salesforce.com
- Take advantage of creating reports and dashboards in the Salesforce mobile app, updated with Spring '15 release
- A concise and informative guide to solve all your reporting woes
This book is intended for all Salesforce users―administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.
What You Will Learn- Understand and create multiple types of reports and dashboards from scratch
- Assign permissions related to reports and dashboards
- Get to grips with the Salesforce data architecture and its relation to reports
- Get to know what a report folder is and how to use it
- Understand and create custom report types from scratch
- Use various components related to basic and advanced report configuration
- Discover best practices to build and share reports and dashboards
- Interface your dashboard to your mobile device app on the go
Salesforce.com is the leading CRM platform. It offers cloud functionality even at the enterprise level. One of its most powerful features is the ability to build reports and dashboards without code and get a result in minutes. This feature is useful for multinational companies as well as small-scale ones.
Salesforce Reporting and Dashboards provides practical information for system administrators to understand, control, and manage permissions related to the report folder, report, and dashboard management. This book starts with an overview of the entire Salesforce technology and then moves on to the more important topics of allocating permissions and choosing the correct reports to improve efficiency.
The book then explores reports―creation, editing, navigation, and deletion. You will also learn which report is essential to which type of users. The next topic introduced is the dashboard feature, its main uses, and functionality.
- Sales Rank: #528542 in Books
- Published on: 2015-03-30
- Released on: 2015-03-26
- Original language: English
- Number of items: 1
- Dimensions: 9.25" h x .69" w x 7.50" l, 1.16 pounds
- Binding: Paperback
- 306 pages
About the Author
Johan Yu
Johan Yu has more than 17 years of experience working in the IT field across MNCs and leading Salesforce.com consulting companies across the Asia-Pacific region. Johan has worked on Salesforce technology for more than 10 years. He started his career with the Salesforce technology as a developer, team leader, technical manager, and consultant. He now enjoys working as global Salesforce.com system administrator and solution architect in an MNC. Based in Singapore, Johan holds multiple Salesforce certifications, including Administrator, Advanced Administrator, Sales Cloud Consultant, and Developer. In his spare time, he enjoys writing blogs related to Salesforce technology (http://simplysfdc.blogspot.com) and answering questions in the Salesforce success community. In May 2014, Johan became the first Salesforce MVP from Singapore and also the first in Southeast Asia. He is also a co-leader of the Salesforce Singapore user group and is keen to help members solve issues related to the Salesforce, such as implementation, adoption, and technical issues. You can connect with him on Twitter at @simplysfdc.
Most helpful customer reviews
1 of 1 people found the following review helpful.
Very insightful and handy book to learn in depth !
By Nitin Wader
This book helps to understand intrinsic parts of reports and dashboard on Salesforce platform. I liked the way various report types explained in step by step manner. Advanced reporting , Reporting snapshot part is explained in very lucid manner.
Author has also touched on historical data related part which is very important from SFDC admin related activities.
Hands on provided at the end of each chapter are very useful. I strongly recommend this book who deals with SFDC reports & dashboards on daily basis.
Grab your copy quickly !!!
1 of 1 people found the following review helpful.
A worthy companion for Salesforce Admins
By adnan baloch
Anyone interested in creating reports and dashboards on the business platform of the CRM leader Salesforce will find this book invaluable. Readers begin their journey into the world of Salesforce with an introduction to the basic concepts of this popular SaaS platform. The two relationship models for defining the relationship between standard and custom objects are discussed using a practical approach with Schema Builder. Salesforce provides a data export functionality so the business organization can backup its data at regular intervals. Data import is a necessary feature that is available in the Salesforce cloud platform. The book also discusses the various types of Sandbox environments made available by Salesforce for experimenting without posing any threat to critical business data. The book shows how easy it is to create your own report from the available report types. Readers will appreciate the section about creating custom report types in the Report Builder. Sharing reports with managers and business executives is a pretty common activity in business organizations. The author lays out the steps required to export reports in popular formats like CSV and Excel. Practical examples are used to delineate report filters like filter logic and cross filter. Getting the list of dormant customers, for example, becomes easy with the cross filter. Readers are introduced to the concept of bucket fields that make it possible to create categories in a report based on specified criteria without having to make any changes in the account object. Dashboards are a convenient way to display multiple reports together in a visually aesthetic manner. Readers are guided through creating a dashboard from scratch as well as connecting the dashboard to Chatter for collaboration with other users. A chapter on advanced dashboard configuration takes readers through the steps necessary to implement dashboard filters, enabling them to display different combinations of data based on the selected filter which can number upto a maximum of three. Dashboards are always created based on the data visibility of a particular user. In cases where more flexibility is required, dynamic dashboards come into the picture. The book dedicates a whole chapter to detailing the historical trending and snapshot reporting features of Salesforce that enable managers to see how the data changes over time. The book ends with a brief chapter on the Salesforce1 mobile app that brings the excellent reporting capabilities of the Salesforce platform to any Android or iOS mobile device with internet access.
1 of 1 people found the following review helpful.
A very good, well organized, introduction
By PAB
Creating reports in Salesforce aren't difficult but for those who aren't used to this environment, they can be a little confusing at first. This book does a nice job covering the various concepts of reports and dashboards and how to create them quickly. The beginning of the book is a little more technical and better for admins but much of the book is suitable your basic end user who wants to know how to create their own reports. Of course all this information is available through various pieces of Salesforce documentation but this presents it in a very nicely organized and easy to digest matter.
As I write this review, the price showing on Amazon is $49.99 (apparently the list price). While the book has clear value, I'm not sure I would be as happy at that price. At a $25 price point though (roughly), this book would be well worth the money. (Full disclosure - I was able to purchase an early release eBook version of this at a reduced price).
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