David Carnes
Mastering Salesforce Reports and Dashboards: Drive Business Decisions with Your CRM Data
Mastering Salesforce Reports and Dashboards: Drive Business Decisions with Your CRM Data
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Effective, repeatable, and insightful analytics are essential for ROI in customer relationship management systems, but most organizations lack the automated reporting tools they need. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards, including how report types form the foundation of reporting, how to create reports using the four main report formats, methods for storing and finding reports and dashboards, how to create and use dashboards, and how to leverage formulas.
Format: Paperback / softback
Length: 350 pages
Publication date: 27 June 2023
Publisher: O'Reilly Media
Effective, repeatable, and insightful analytics are essential for maximizing the return on investment (ROI) in customer relationship management (CRM) systems. However, most organizations today face a challenge: they lack the automated reporting tools necessary to run their businesses efficiently. Instead, they resort to manipulating data in Excel, which can be time-consuming and error-prone. This practical introduction aims to address this gap by providing comprehensive coverage of all the aspects and features required for success with Salesforce reports and dashboards.
Salesforce's standard reporting tools offer a rich set of features that, when combined, support a wide range of analytics needs. Author David Carnes, chairman and chief evangelist for OpFocus, empowers executives and report and dashboard superusers with insights into the possibilities of analytics, the features they should request to be enabled, and the settings and permissions required by system administrators.
Throughout the book, readers will learn:
How report types form the foundation of reporting in Salesforce.
Understanding Salesforce's data model and the impact of inner and left outer joins on reporting.
Creating reports using the four main report formats in Salesforce.
Strategies for storing and finding reports and dashboards.
Mastering the creation and use of dashboards.
Exploring ways to embed report charts and dashboards in Lightning page layouts.
Harnessing the power of formulas for advanced reporting and decision-making.
By leveraging these powerful combinations of reporting features, organizations can drive informed decisions and optimize their CRM strategies to achieve greater success. Whether you are a Salesforce administrator, report writer, or dashboard superuser, this book provides the knowledge and tools you need to unlock the full potential of Salesforce's reporting and dashboard capabilities.
Dimension: 233 x 178 (mm)
ISBN-13: 9781098127848
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