Overview

Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. But most organizations today lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards.Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives and report and dashboard superusers which analytics are possible, what features report writers should ask to be enabled, and which settings and permissions system administrators need to activate.You'll learn:How report types form the foundation of reporting in SalesforceSalesforce's data model and the impact of inner and left outer joins on reportingHow to create reports using the four main report formats in SalesforceMethods for storing and finding reports and dashboardsHow to create and use dashboardsWays to embed report charts and dashboards in Lightning page layoutsHow to leverage formulasPowerful combinations of reporting features to drive decisions

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9781098127848

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David Carnes is Chairman and Chief Evangelist for OpFocus, Inc, a RevOps consulting firm working with SaaS companies across the US and Canada. He is a Salesforce MVP, Boston Salesforce Admin Group Leader, and host of Dashboard Dojo, a twice-monthly Salesforce Report and Dashboard study group. David has served as consultant and instructor on the Salesforce platform since 2005, and maintains 10 Salesforce certifications. He regularly speaks at Salesforce events and user group meetings around the world. David finds time to tinker with Reports and Dashboards daily and loves to share what he learns each day.

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