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9 Μαΐ 2024 · Reports and dashboards are a key Salesforce feature that give you the data you need to see the big picture and make informed business decisions. Anyone at your organization with access to your Salesforce instance can make reports and dashboards, so the burden is not all on the Salesforce admin.
10 Σεπ 2024 · Learn everything about reports and dashboards from our Salesforce reports and dashboards tutorials. This practical and helpful tutorial will help you learn how to create reports and dashboards using Salesforce Lightning and Salesforce Classic with real examples.
A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart.
18 Νοε 2023 · Salesforce reports give you a consolidated view of your data, a telescope, if you will, to gaze into the data universe – summarizing insights, identifying trends, and offering a detailed analysis. What Makes Salesforce Reports Unique? Customizability: Salesforce Reports can be tailored to address specific business needs.
The report type is important because it determines what fields and objects are available in your report. The report builder opens and you’re ready to start grouping, filtering, and charting data. Here’s a quick visual overview of how to analyze your data in the Lightning Experience report builder.
Describe what reports and dashboards are. Identify who can access reports and dashboards. Know How Your Business Is Doing. You use Salesforce to manage your customer data, interactions, and deal information.
Learn how to create, manage, and customize reports in Salesforce without hassle. Start building insightful reports today.
