Mastering Salesforce Reports and Dashboards: Drive Business Decisions with Your Crm Data

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. 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, Inc., 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

有效、可重複且具洞察力的分析是客戶關係管理系統中獲得投資回報的關鍵。然而，許多組織缺乏自動報告工具，因此選擇在Excel中處理數據。這本實用的介紹涵蓋了您在Salesforce報告和儀表板中取得成功所需的所有方面和功能。

Salesforce的標準報告工具提供了豐富的功能組合，可以支援各種分析需求。作者David Carnes是OpFocus公司的主席兼首席傳道人，他向高管、最終用戶以及報告和儀表板超級使用者展示了可能的分析方式，報告撰寫人應該要求啟用哪些功能，以及系統管理員需要啟用哪些設置和權限。

您將學到以下內容：
- 如何使用Salesforce中的四種主要報告格式創建報告
- 如何創建和使用儀表板
- 儲存和查找報告和儀表板的方法
- 如何在Salesforce報告中利用公式和趨勢
- 只有在Salesforce Mobile和Analytics標籤上才能使用的特殊報告功能
- 在Lightning頁面佈局中嵌入報告圖表和儀表板的方法
- 利用報告功能的強大組合來做出決策