更新时间：2021-07-23 20:00:10
coverpage
Salesforce Reporting and Dashboards
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Support files eBooks discount offers and more
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Chapter 1. Introducing Salesforce.com
Overview and benefits of Salesforce.com
Salesforce Object Model
Navigating the Setup menu
Schema Builder
Summary
Chapter 2. Managing Data in Salesforce.com
Back up your data
Playing with Sandbox
Importing data to Salesforce
Configure data visibility and accessibility
Chapter 3. Creating Your First Report
Report permissions
Salesforce report folders
Folder permissions
Report Builder
Standard reports and folders
Report types
Creating your first report
Exporting a report
Additional report user interface setup
Chapter 4. Working with Reports
Selecting the report format
Adding a chart to a report
Working with report filters
Managing custom report types
Subscribing to a report
Chapter 5. Learning Advanced Report Configuration
Categorizing data in reports
Working with custom summary formula fields
Scheduling a report
Adding an embedded report chart
Chapter 6. Creating Your First Dashboard
Dashboard permissions
Dashboard folders and permissions
Viewing dashboards
Dashboard components
Creating your first dashboard
Integrating dashboards with Chatter
Chapter 7. Learning Advanced Dashboard Configuration
Implementing dashboard filters
Using a dynamic dashboard
Dashboard and report drill-down
Getting more from AppExchange
Chapter 8. Accessing Historical Data
Setting up and using field History Tracking
Implementing Chatter Feed Tracking
Implementing Reporting Snapshots
Implementing historical trending reports
Selecting features
Chapter 9. Dashboards and Reports in Salesforce1
Introduction to the Salesforce1 mobile app
Working with a dashboard in the Salesforce1 app
Share a dashboard snapshot with the Chatter feed
Working with reports in the Salesforce1 app
Limitations of the Salesforce1 app
The Salesforce Mobile Dashboards app
Index
