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Mastering Salesforce Reports and Dashboards

Mastering Salesforce Reports and Dashboards
Author: David Carnes
Publisher: "O'Reilly Media, Inc."
Total Pages: 344
Release: 2023-06-14
Genre: Business & Economics
ISBN: 1098127811
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Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate. You'll learn: How to create reports using the four main report formats in Salesforce How to create and use dashboards Methods for storing and finding reports and dashboards How to leverage formulas and trending in Salesforce reporting Special reporting features only available in Salesforce Mobile and on the Analytics tab Ways to embed report charts and dashboards in Lightning page layouts Powerful combinations of reporting features to drive decisions

Mastering Salesforce Reports and Dashboards

Mastering Salesforce Reports and Dashboards
Author: David Carnes
Publisher: "O'Reilly Media, Inc."
Total Pages: 350
Release: 2023-06-14
Genre: Computers
ISBN: 1098127803
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Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate. You'll learn: How to create reports using the four main report formats in Salesforce How to create and use dashboards Methods for storing and finding reports and dashboards How to leverage formulas and trending in Salesforce reporting Special reporting features only available in Salesforce Mobile and on the Analytics tab Ways to embed report charts and dashboards in Lightning page layouts Powerful combinations of reporting features to drive decisions

Salesforce Lightning Reporting and Dashboards

Salesforce Lightning Reporting and Dashboards
Author: Johan Yu
Publisher: Packt Publishing Ltd
Total Pages: 391
Release: 2017-08-03
Genre: Computers
ISBN: 1788296737
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Learn how to build advanced reports and dashboards in Salesforce Lightning experience About This Book Visualize and create advanced reports and dashboards using Lightning Experience Improve overall business efficiency with advanced and effective reports and dashboards Understand and create custom reports and dashboards Who This Book Is For This book is targeted at Salesforce.com administrators, business analysts, and managers who use Salesforce.com for their daily job and want to learn in depth about Salesforce Reporting and Dashboard in Lightning Experience. Readers should have a basic knowledge of Salesforce, such as: Accounts, Contacts, Leads, Opportunities and custom objects. What You Will Learn Navigate in Salesforce.com within the Lightning Experience user interface Secure and share your reports and dashboards with other users Create, manage, and maintain reports using Report Builder Learn how the report type can affect the report generated Explore the report and dashboard folder and the sharing model Create reports with multiple formats and custom report types Explore various dashboard features in Lightning Experience Use Salesforce1, including accessing reports and dashboards In Detail Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app. Style and approach This comprehensive guide covers the advanced features of the all new Salesforce Lightning concepts and communicates them through a practical approach to explore the underlying concepts of how, when, and why to use them.

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration
Author: Rakesh Gupta
Publisher: Packt Publishing Ltd
Total Pages: 405
Release: 2017-03-27
Genre: Computers
ISBN: 1786460769
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Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards
Author: Johan Yu
Publisher: Packt Publishing Ltd
Total Pages: 306
Release: 2015-03-26
Genre: Computers
ISBN: 178439520X
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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.

Salesforce Advanced Administrator Certification Guide

Salesforce Advanced Administrator Certification Guide
Author: Enrico Murru
Publisher: Packt Publishing Ltd
Total Pages: 656
Release: 2019-11-08
Genre: Computers
ISBN: 1838644768
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Master advanced Salesforce Administration concepts with expert tips, techniques, and mock tests Key FeaturesLearn advanced features to reduce implementation time and enhance your Salesforce administration skillsDevelop the ability to solve critical issues with a proactive approach and deliver the best solutionExplore complex automation with workflows, approvals, process builder, and custom Apex codingBook Description The Salesforce Advanced Administrator certification extends beyond administrator certification, covering advanced platform features and functions such as configuration, automation, security, and customization. Complete with comprehensive coverage of all these topics and exam-oriented questions and mock tests, this Salesforce book will help you earn advanced administrator credentials. You'll start your journey by mastering data access security, monitoring and auditing, and understanding best practices for handling change management and data across organizations. The book then delves into data model management for improving data quality and lets you explore Sales features such as products, schedules, quotes, and forecasting capabilities. As you progress, this book will guide you in working with content management to set up and maintain Salesforce content. You'll also master organizing your files and data using reports and dashboards. Finally, you'll learn how to use a combination of automation tools to solve business problems. By the end of the book, you will have developed the skills required to get your advanced administrator credentials. What you will learnMaster data security to monitor your org effectivelyExplore best practices for handling change management across orgsExtend the capabilities of Salesforce objects using advanced relationships, validation rules, and duplicate managementHandle file libraries with Salesforce CRM contentUnderstand ways to deliver the best solutions with Sales and Service Cloud applicationsBuild reports and dashboards to visualize data for better decision makingCustomize your CRM with process automation featuresWho this book is for If you've already achieved your Salesforce administrator certification, this book will help you prepare for the Salesforce Advanced Administrator certification. You'll also find this guide useful if you are a Salesforce administrator or developer and want to maximize your administration skills with deeper knowledge of advanced Salesforce declarative features. 1-2 years of experience as a Salesforce administrator or developer is enough to help you to get the most out of the book.

Mastering Salesforce Advanced Admin and Automation

Mastering Salesforce Advanced Admin and Automation
Author: Innoware Pjp
Publisher: Independently Published
Total Pages: 0
Release: 2023-07-08
Genre:
ISBN:
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Mastering Salesforce Advanced Admin and Automation: A Guide Table of Contents: Chapter 1: Introduction to Advanced Salesforce Administration Chapter 2: Data Modeling and Advanced Data Management Chapter 3: Advanced Security and Access Control Chapter 4: Advanced Workflow Automation Chapter 5: Advanced Process Automation with Process Builder Chapter 6: Apex Triggers and Apex Classes Chapter 7: Visualforce Pages and Lightning Components Chapter 8: Advanced Reporting and Analytics Chapter 9: Data Migration and Integration Chapter 10: Salesforce AppExchange Chapter 11: Salesforce Trailhead Chapter 12: Salesforce Communities Chapter 13: Salesforce Mobile App Chapter 14: Salesforce Einstein Chapter 15: Salesforce Security Chapter 16: Salesforce App Customization Chapter 17: Salesforce Reporting and Dashboards Chapter 18: Salesforce Lightning Experience Chapter 19: Salesforce Integration Chapter 20: Salesforce Mobile App Customization

Hands-On Salesforce Data Cloud

Hands-On Salesforce Data Cloud
Author: Joyce Kay Avila
Publisher: "O'Reilly Media, Inc."
Total Pages: 467
Release: 2024-08-09
Genre: Computers
ISBN: 1098147820
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Learn how to implement and manage a modern customer data platform (CDP) through the Salesforce Data Cloud platform. This practical book provides a comprehensive overview that shows architects, administrators, developers, data engineers, and marketers how to ingest, store, and manage real-time customer data. Author Joyce Kay Avila demonstrates how to use Salesforce's native connectors, canonical data model, and Einstein's built-in trust layer to accelerate your time to value. You'll learn how to leverage Salesforce's low-code/no-code functionality to expertly build a Data Cloud foundation that unlocks the power of structured and unstructured data. Use Data Cloud tools to build your own predictive models or leverage third-party machine learning platforms like Amazon SageMaker, Google Vertex AI, and Databricks. This book will help you: Develop a plan to execute a CDP project effectively and efficiently Connect Data Cloud to external data sources and build out a Customer 360 Data Model Leverage data sharing capabilities with Snowflake, BigQuery, Databricks, and Azure Use Salesforce Data Cloud capabilities for identity resolution and segmentation Create calculated, streaming, visualization, and predictive insights Use Data Graphs to power Salesforce Einstein capabilities Learn Data Cloud best practices for all phases of the development lifecycle

Mastering Salesforce Customization and Configuration

Mastering Salesforce Customization and Configuration
Author: Blake Tech
Publisher: Independently Published
Total Pages: 0
Release: 2023-07-08
Genre:
ISBN:
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Mastering Salesforce Customization and Configuration: Best Practices for Success Table of Contents Chapter 1: Introduction to Salesforce Customization and Configuration Chapter 2: Data Modeling and Design Best Practices Chapter 3: Workflow Automation and Process Builder Chapter 4: Creating Custom Reports and Dashboards Chapter 5: Introduction to Apex Development Chapter 6: Visualforce Pages and Components Chapter 7: Lightning App Builder and Lightning Components Chapter 8: Salesforce Mobile App Customization Chapter 9: Integration and External Systems Chapter 10: Advanced Formula Fields and Validation Rules Chapter 11: Salesforce Automation Tools (Process Builder and Flow) Chapter 12: Salesforce Security and Access Control Chapter 13: Salesforce Reporting and Analytics Chapter 14: Extending Salesforce with AppExchange Chapter 15: Salesforce Lightning Web Components Chapter 16: Salesforce Best Practices and Optimization Chapter 17: Salesforce Troubleshooting and Debugging Chapter 18: Salesforce Maintenance and Upgrades Chapter 19: Salesforce Integration Strategies Chapter 20: Salesforce Mobile App Development

Salesforce For Dummies

Salesforce For Dummies
Author: Liz Kao
Publisher: John Wiley & Sons
Total Pages: 416
Release: 2019-12-12
Genre: Business & Economics
ISBN: 1119576326
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Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.