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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.
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.
3 Απρ 2024 · From common best practices to getting a grasp of how to clone a report in Salesforce, we’ll help you set up a robust reporting framework. Types of Salesforce Reports. There are four major types of Salesforce reports: Tabular Reports; Summary Reports; Matrix Reports; Joined Reports; Tabular Reports
Run Reports AND Create and Customize Dashboards. From the Analytics tab, click the Create button. Options to create a report, dashboard, and folder appear within its menu. For example, from the menu, click Dashboard, and it brings up the wizard for a new dashboard.
Learn how to create, manage, and customize reports in Salesforce without hassle. Start building insightful reports today.
Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. Dashboards. Administrators control access to dashboards by storing them in folders with certain visibility settings.
