Salesforce Reporting and Dashboards电子书

Salesforce Reporting and Dashboards

Table of Contents

Salesforce Reporting and Dashboards

Credits

Foreword

About the Author

Acknowledgments

About the Reviewers

www.PacktPub.com

Support files, eBooks, discount offers, and more

Why subscribe?

Free access for Packt account holders

Instant updates on new Packt books

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Introducing Salesforce.com

Overview and benefits of Salesforce.com

Salesforce Object Model

Standard objects

Custom objects

Object relationships

Field types

Sandbox or Developer Edition?

Navigating the Setup menu

Schema Builder

Schema Builder in action

Hands-on – navigating Schema Builder

Hands-on – working in Schema Builder

Summary

2. Managing Data in Salesforce.com

Back up your data

Back up Salesforce data

Performing data backup in Salesforce

Playing with Sandbox

Types of Sandboxes

Configuring Sandbox

Importing data to Salesforce

Data Import Wizard

Using Data Loader

Partner tools

Configure data visibility and accessibility

Record ownership

The Organization-Wide Default (OWD) sharing setting

Sharing rules

Role hierarchy

Object permission

System permission

Manual sharing

Apex-managed sharing

Summary

3. Creating Your First Report

Report permissions

Run Reports

Create and Customize Reports

Export Reports

Schedule Reports

Report Builder

Salesforce report folders

Report and dashboard folder sharing

Hands-on – creating a report folder

Hands-on – sharing a report folder

Folder permissions

Manage Public Reports

Create Report Folders

Edit My Reports

View Reports in Public Folders

Manage Reports in Public Folders

Report Builder

Standard reports and folders

Report types

Report type category

Standard report types

Custom report types

Hands-on – create a custom report type

Creating your first report

Hands-on – creating a report

Exporting a report

Additional report user interface setup

Enable Floating Report Headers

Export Reports Without Footers

Summary

4. Working with Reports

Selecting the report format

Choosing a report format

Tabular report format

Hands-on – creating a tabular report

The summary report format

Hands-on – creating a summary report

The matrix report format

Hands-on – creating a matrix report

Joined report format

Hands-on – creating a joined report

Adding a chart to a report

The chart type for a report

Horizontal bar chart

Vertical bar chart

Line chart

Pie chart

Donut chart

Funnel chart

Hands-on – adding a chart to a report

Working with report filters

Field Filter

Filter Logic

Hands-on – using Filter Logic

Cross Filter

Hands-on – using Cross Filter

Hands-on – more scenarios using Cross Filter

Row Limit

Hands-on – adding row limit and dashboard settings

Managing custom report types

Creating a report type view

Customizing a report type

Removing fields from the report type

Managing default field visibility

Adding a lookup field to a report type

Hiding a report type

Analyzing the usage of report types

Subscribing to a report

Report subscription

Monitoring a report subscription

Hands-on – subscribing to a report

Creating reports

Subscribing

Testing and saving

Chatter feed

E-mail notification

Limitations

Summary

5. Learning Advanced Report Configuration

Categorizing data in reports

The bucket field

Adding a bucket field to reports

Creating a bucket field based on the source field type

Picklist fields

The currency, number, and percent fields

The text and lookup fields

Editing a bucket field

Working with custom summary formula fields

Adding a simple summary formula

Using the summary formula field

Using operators in the summary formula field

Using functions in the summary formula field

IF function

MAX function

Relative functions formula

PARENTGROUPVAL()

PREVGROUPVAL()

Adding conditional highlighting

Scheduling a report

E-mail recipients

Hands-on - Scheduling a report

Seeing which reports are scheduled

Managing a scheduled report

Limitations

Adding an embedded report chart

Hands-on - adding report charts to the page layout

Summary

6. Creating Your First Dashboard

Dashboard permissions

Run Reports

Create and Customize Dashboards

Manage Dynamic Dashboards

View My Team's Dashboards

Dashboard folders and permissions

Create Dashboard Folders

Edit My Dashboards

View Dashboards in Public Folders

Manage Dashboards in Public Folders

Hands-on – creating a dashboard folder

Viewing dashboards

The Dashboards tab

The Home tab

Selecting a dashboard for the home page

Dashboard components

Components

Data sources

Defining a dashboard component

Component Data

Formatting

Creating your first dashboard

Hands-on – creating a dashboard

Hands-on – editing and maintaining dashboards

Integrating dashboards with Chatter

Feed tracking

Posting a dashboard snapshot

Summary

7. Learning Advanced Dashboard Configuration

Implementing dashboard filters

Definition and concept

Hands-on – adding a filter to a dashboard

Using a dynamic dashboard

Normal dashboard

What is a dynamic dashboard?

Limitations

Hands-on – creating a dynamic dashboard

Dashboard and report drill-down

Source Report

Filtered Source Report

Record Detail Page

Other URL

Report drill-down

Selecting the checkboxes

Selecting a field

Combining checkboxes and fields

Getting more from AppExchange

Summary

8. Accessing Historical Data

Setting up and using field History Tracking

History tracking on standard objects

History tracking on custom objects

History objects

Reading the history tracking value

History-related lists

History reports

Limitations of using field History Tracking

Implementing Chatter Feed Tracking

Enabling Chatter feed tracking

Feed objects

Implementing Reporting Snapshots

Configuring Reporting Snapshots

Creating the source report

Creating the target object

Creating fields in the target object

Creating the reporting snapshot

Mapping fields from the source report to the target object

Setting the schedule

Hands-on – creating a reporting snapshot

Step 1 - creating the source report

Step 2 - creating custom objects

Step 3 - creating custom fields

Step 4 - creating the reporting snapshot

Step 5 - mapping fields from the source report to the target object

Step 6 - scheduling reporting snapshots

Summary of creating a reporting snapshot

History and monitoring reporting snapshots

Reports on historical data

Limitations of reporting snapshots

Implementing historical trending reports

Historical trending on standard and custom objects

Hands-on – configuring historical trending

Activating historical trending on Opportunity

Creating a historical trending report

Objects related to historical trending

Limitations of historical trending

Selecting features

Summary

9. Dashboards and Reports in Salesforce1

Introduction to the Salesforce1 mobile app

Working with a dashboard in the Salesforce1 app

Dynamic dashboards

Dashboard filters

Share a dashboard snapshot with the Chatter feed

Working with reports in the Salesforce1 app

The Reports menu item

Drill down from the dashboard

Chatter feed or group

Limitations of the Salesforce1 app

The Salesforce Mobile Dashboards app

Summary

Index