Summary

In this chapter, we looked at data analytics, where it was shown how data can be reported and presented within Salesforce CRM. We looked at setting up reports and dashboards, and how to use the report builder.

We covered the use of the building reports from standard and custom report types and looked at the mechanisms for sharing, hiding, and mass deleting reports.

Finally, we posed some questions to help clarify some of the key features of Salesforce reports and dashboards.

In the coming chapter, we will look at the methods for automating business tasks and activities to align them with business rules. The mechanisms that are available to help manage business processes will also be covered in detail, where we will look at the way approvals can be configured.