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Mastering Salesforce Reports and Dashboards

Author : David Carnes

Publisher : "O'Reilly Media, Inc."

Page : 350 pages

File Size : 16,70 MB

Release : 2023-06-14

Category : Computers

ISBN : 1098127803

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Book Description

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 CRM Administration

Author : Rakesh Gupta

Publisher : Packt Publishing Ltd

Page : 405 pages

File Size : 37,70 MB

Release : 2017-03-27

Category : Computers

ISBN : 1786460769

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Book Description

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.



Mastering Salesforce Experience Cloud

Author : Lillie Beiting

Publisher : Packt Publishing Ltd

Page : 329 pages

File Size : 32,60 MB

Release : 2024-10-04

Category : Computers

ISBN : 1835460313

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Book Description

Your guide to unlocking business potential and technical mastery with essential to advanced strategies for launching and maintaining top-tier Experience Cloud sites effortlessly Key Features Empower your team and your organization to lead and maintain an Experience Cloud transformation Master out-of-the-box Experience Cloud features, custom development options, and development best practices Curate a consumer-friendly Experience Cloud site that maximizes value for your company, while keeping maintenance costs low Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionEmpowering your target audience to interact effortlessly with you and your product offerings is a critical aspect of business in the modern era. Users expect easy, professional digital experiences when engaging with organizations. However, creating engagement applications from scratch is challenging, and connecting user behavior with your organization’s data is even more complex. Enter Salesforce Experience Cloud sites, website portals built on the Salesforce data model that seamlessly connects your user data to your user experience. Mastering Salesforce Experience Cloud focuses on the human-centric nature of this product, beginning with a comprehensive guide on designing for your organization’s desired users and ensuring success for both internal teams and end users. After exploring the real-world applications of Experience Cloud and reviewing license models, this book provides a beginning-to-end guide to mastering the technical backend of this product, covering both out-of-the-box settings and customization techniques. By the end of this book, you’ll have gained a deep understanding of the Experience Cloud data model and customization options to create engaging, user-centric digital experiences that deliver value to your organization and stakeholders. What you will learn Define your audience and identify your overall strategy for an Experience Cloud site Understand the technical and operational strategy needed to support your site Work with the Experience Cloud data model and standard template features Determine when to use Visualforce, Aura, LWC, or LWR while exploring custom development options Get to grips with the how Salesforce Flow and Triggers work Leverage marketing automation, knowledge base, and communication in the site Find out about site launch tactics, user creation, site moderation, and ongoing reporting Who this book is for If you want to understand the intricacies of Salesforce Experience Cloud, transform your client experience, enhance your enterprise architecture, and create a scalable, world class-customer web experience that smoothly integrates with an existing Salesforce instance, this book is for you. Business leaders, IT leaders, Salesforce developers, Salesforce admins, and web teams tasked with delivering and maintaining an excellent, integrated Experience Cloud portal will benefit from this book. Ideal for readers with Salesforce experience in any cloud or a basic grasp of Service Cloud features.



Hands-On Salesforce Data Cloud

Author : Joyce Kay Avila

Publisher : "O'Reilly Media, Inc."

Page : 467 pages

File Size : 15,52 MB

Release : 2024-08-09

Category : Computers

ISBN : 1098147820

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Book Description

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



Salesforce Lightning Reporting and Dashboards

Author : Johan Yu

Publisher : Packt Publishing Ltd

Page : 391 pages

File Size : 28,96 MB

Release : 2017-08-03

Category : Computers

ISBN : 1788296737

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Book Description

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.



Salesforce Administrator Tutorial for Beginners

Author : Vijay Kumar

Publisher : Vijay Kumar

Page : 35 pages

File Size : 44,45 MB

Release : 2023-09-11

Category : Architecture

ISBN :

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Book Description

Salesforce eBook Overview:- This eBook is completely designed for that student who is interested to learn Salesforce from basic concept of Salesforce Administration Framework implementation with custom project scenarios. In this course I have covered complete syllabus of Salesforce Administration Framework from basics to advance with real-time scenarios based on live demo projects example in Salesforce. This course is designed for developers who want to learn how to use the Salesforce Administration Framework to build custom user interfaces on the Salesforce platform. It is suitable for developers who have experience with JavaScript and web development, and want to learn how to use the Salesforce Administration Framework to build modern, reactive user interfaces that can be easily integrated into Salesforce. It is also suitable for experienced Salesforce developers who want to learn how to use the Salesforce Cloud Computing Framework to build more efficient and scalable user interfaces. I have taken care of who are brand new to start Salesforce Career as a developer and want to grow their Career in Salesforce development. What are the requirements or prerequisites for taking this eBook? Basic Knowledge of Computer Basic Knowledge of Internet Surfing Basic Knowledge of Salesforce Admin Concepts Who is this course for? Software Professional Project Managers Developer Salesforce Administrator This course prepared for IT Professional and working on live project on office Students who learning Salesforce Administrator Students who learning Salesforce development This eBook prepared for that students who learning from internet and practice on his computer What will you be learn after taking this eBook? I created Eleven Chapters to Complete the syllabus of Salesforce Administration Framework. Chapter 1: Getting Started with Salesforce:- What is Salesforce? Understanding its features and capabilities Cloud computing and CRM explained Different Salesforce editions and their features Setting up a Salesforce account and logging in Navigating the Salesforce interface Chapter 2: Building a Strong Foundation:- Understanding Salesforce objects, records, and fields Creating custom objects and fields in Salesforce Data types and best practices for field creation Implementing data validation rules and unique constraints Chapter 3: Managing Data in Salesforce:- Data import/export techniques Data quality and cleansing strategies Using Data Loader and other tools for mass data management Introduction to Data Relationships: Lookup, Master-Detail, and Junction objects Chapter 4: Automating Processes with Workflows and Process Builder:- Introduction to automation in Salesforce Creating and managing workflows Utilizing Process Builder for more complex automation Best practices for designing efficient workflows Chapter 5: Customizing User Experience with Visualforce and Lightning Components:- Understanding user interfaces: Classic vs. Lightning Introduction to Visualforce: creating custom pages and components Building Lightning Components for enhanced user experience Integrating Lightning Components with Visualforce pages Chapter 6: Mastering Reports and Dashboards Importance of Reports and Dashboards in Salesforce Creating custom reports with various criteria and filters Designing insightful dashboards to display key metrics Sharing and scheduling reports and dashboards Chapter 7: Security and Access Management Overview of Salesforce security features Implementing user authentication and authorization Setting up profiles, permission sets, and role hierarchies Data sharing rules and record-level security Chapter 8: Introduction to the Salesforce AppExchange Exploring and installing third-party apps Best practices for evaluating and selecting apps Considerations for app integration and compatibility Chapter 9: Mobile Productivity with Salesforce Mobile App Benefits of mobile access to Salesforce Features and capabilities of the Salesforce Mobile App Configuring and customizing the mobile experience Security considerations for mobile usage Chapter 10: Advanced Administration and Development Introduction to Apex: Salesforce's programming language Creating triggers, classes, and controllers An overview of Lightning Web Components Integrating Salesforce with external systems using APIs Chapter 11: Best Practices for Salesforce Success Tips for effective Salesforce administration Data backup and disaster recovery strategies Continuous learning and staying up-to-date with Salesforce updates Case studies showcasing successful Salesforce implementations



Mastering Microsoft Power BI

Author : Brett Powell

Publisher : Packt Publishing Ltd

Page : 632 pages

File Size : 26,45 MB

Release : 2018-03-29

Category : Computers

ISBN : 1788292286

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Book Description

Design, create and manage robust Power BI solutions to gain meaningful business insights Key Features Master all the dashboarding and reporting features of Microsoft Power BI Combine data from multiple sources, create stunning visualizations and publish your reports across multiple platforms A comprehensive guide with real-world use cases and examples demonstrating how you can get the best out of Microsoft Power BI Book DescriptionThis book is intended for business intelligence professionals responsible for the design and development of Power BI content as well as managers, architects and administrators who oversee Power BI projects and deployments. The chapters flow from the planning of a Power BI project through the development and distribution of content to the administration of Power BI for an organization. BI developers will learn how to create sustainable and impactful Power BI datasets, reports, and dashboards. This includes connecting to data sources, shaping and enhancing source data, and developing an analytical data model. Additionally, top report and dashboard design practices are described using features such as Bookmarks and the Power KPI visual. BI managers will learn how Power BI’s tools work together such as with the On-premises data gateway and how content can be staged and securely distributed via Apps. Additionally, both the Power BI Report Server and Power BI Premium are reviewed. By the end of this book, you will be confident in creating effective charts, tables, reports or dashboards for any kind of data using the tools and techniques in Microsoft Power BI.What you will learn Build efficient data retrieval and transformation processes with the Power Query M Language Design scalable, user-friendly DirectQuery and Import Data Models Develop visually rich, immersive, and interactive reports and dashboards Maintain version control and stage deployments across development, test, and production environments Manage and monitor the Power BI Service and the On-premises data gateway Develop a fully on-premise solution with the Power BI Report Server Scale up a Power BI solution via Power BI Premium capacity and migration to Azure Analysis Services or SQL Server Analysis Services Who this book is for Business Intelligence professionals and existing Power BI users looking to master Power BI for all their data visualization and dashboarding needs will find this book to be useful. While understanding of the basic BI concepts is required, some exposure to Microsoft Power BI will be helpful.



Salesforce Advanced Administrator Certification Guide

Author : Enrico Murru

Publisher : Packt Publishing Ltd

Page : 656 pages

File Size : 17,61 MB

Release : 2019-11-08

Category : Computers

ISBN : 1838644768

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Book Description

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.



Creating Actionable Insights Using CRM Analytics

Author : Mark Tossell

Publisher : Packt Publishing Ltd

Page : 368 pages

File Size : 49,20 MB

Release : 2021-12-29

Category : Computers

ISBN : 1801070245

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Book Description

Leverage CRM Analytics to generate valuable business insights and solve business problems efficiently Key FeaturesExtract, combine, transform, and visualize your data to derive business insights using CRM AnalyticsGain hands-on experience as you walk through practical dashboard use cases in CRM AnalyticsLearn how to build best-in-class dashboards from a CRM Analytics thought leaderBook Description CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease. By the end of this book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently. What you will learnImplement and configure CRM Analytics from scratchBuild your first CRM Analytics app and embed your CRM Analytics dashboards in Salesforce to enhance user adoptionConnect Salesforce and external data with CRM Analytics and create datasetsCreate a data recipe and get familiar with the recipe UIBuild a custom dashboard in CRM Analytics using the dashboard editorUse lenses to create a CRM Analytics dashboardConfigure and implement data security and governanceBuild configured record actions to automate data directly in SalesforceWho this book is for This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore CRM Analytics' capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.



The Absolute Guide to Dashboarding and Reporting with Power BI

Author : Kasper de Jonge

Publisher : Tickling Keys, Inc.

Page : 211 pages

File Size : 33,58 MB

Release : 2018-06-01

Category : Computers

ISBN : 1615473637

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Book Description

Written by a member of Microsoft's Power BI team, this resource provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Power BI, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports.