-
What is the role of Report and Dashboard in Salesforce ?
What is the role of Report and Dashboard in Salesforce ?
-
1 Reply
-
A report is a template which is used by users to display the information in well defined form. Report is displayed in tabular or graphical chart. It can be filtered, and grouped. Also you can organize the reports in a Folder. User can control the access on this folder by keeping public, hidden, shared or sometimes read only access. One can made the folder is accessible for entire organization or vice versa can be available for single person based on permissions.
Salesforce Dashboards
Dashboard is a page layout for visual display of your data. Each dashboard has 1:1 mapping for its component and report. One can clubbed multiple dashboard components to display a single report. The security settings is used to control the visibility of data. These dashboards are dynamic in nature. User can only view their own data as per their settings.
Log In to reply.
Popular Salesforce Blogs
The Most Important Pardot Automation Rules You Need to Know in 2023
Pardot is a powerful marketing automation platform that enables businesses to streamline their lead generation and nurturing efforts. One of the key features of Pardot…
What is Field level security in SQL? | The Ultimate Guide
What is Field Level Security in SQL? Field level security in SQL is a feature that allows administrators to control access to specific fields in…
Data Export in Salesforce - A Brief Guide
Exporting data from Salesforce can be done with the help of Data Export methods, it can be done either in a manual way or in…
Popular Salesforce Videos
How to use Cauzali in Salesforce Service/sales cloud and all of Salesforce industry clouds. Add functionality to your users with Cauzali
With a maximum price of $6.000 a year for your org. You and your colleague can make all the solutions you want including Community solutions.…
App to Track Your Trailblazer Journey | Are you a Trailblazer? | Mini Project | Salesforce Tutorials
In this video I will create an App to track our Trailblazer Journey. You will find out if you are a Trailblazer by watching this…
Salesforce Trailhead Bootcamp - Fast Track your Salesforce Certification - $700 OFF LIMITED TIME
If want to fast track the path to your Salesforce Administrator Certification then this video is for you! This offer includes your $200 Certification Voucher…
