-
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
What is Salesforce CMS: A Practical Guide
A hybrid content management system (CMS), Salesforce CMS enables you to generate, modify, arrange, and manage digital material from a single location. Publish content to channels like…
Salesforce Education Cloud Winter '25 Highlights
The future of education is here, and Salesforce is leading the charge with its latest Winter '25 Education Cloud updates. These updates will revolutionize the…
What is the benefit of integrating Marketing Cloud with Whatsapp?
Introduction In today's digitally connected world, effective marketing is all about meeting your audience where they are. WhatsApp, with its over two billion active users,…
Popular Salesforce Videos
Salesforce Admin Tutorial for Beginners 2022
Complete Salesforce Admin Tutorial 00:00:00 Salesforce - Introduction 00:01:27 Salesforce - Types of Services 00:02:21 Salesforce - Cloud Services 00:07:51 Salesforce - Developer Account 00:16:09…
Proven Platform Development with DevOps & Agile on Salesforce
Digital business demands and user expectations have raised the bar on how CRM solutions are utilized in the enterprise. Technical professionals developing solutions with Salesforce…
Salesforce Apex Rest API Integration | Salesforce Integration
As you know Salesforce is an online cloud solution, we might be required to integrate Salesforce with some other third party tool. We have released…
