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Salesforce for Beginners

Salesforce for Beginners

By : Sharif Shaalan, Timothy Royer
4.7 (34)
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Salesforce for Beginners

Salesforce for Beginners

4.7 (34)
By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
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21
Assessment
22
Other Books You May Enjoy
23
Index

Using grouping to create report types

There are several report types that can be created using grouping levels within reports. A grouping level is a way to summarize data using one or more fields.

Let's use our previous example of a report that shows all accounts created this year. From this, we can infer the following:

  • A report with no grouping levels is called a tabular report. If we ran the report in our example with no grouping, it would return a list of records.
  • If we added one grouping level – let's say, by calendar month – the report would return the set of records grouped by the creation month. This type of report is called a summary report since it is summarizing the data by a specific field; in this case, the created date field.
  • Finally, we can group a report with two fields. Let's say we wanted to group our report by calendar month and billing state. This will give us a Matrix report since there are two levels of grouping.

We saw the tabular report...

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