In the previous post (3.2), I have discussed Salesforce basics topics like different types of relationships, junction object, validation rules, page layout, record types. Lets learn some more important topics. 1. Reports : It is used to track progress towards various goals, control expenditure and increase revenue. It provides real picture to the management. 2. Types of Reports : Tabular Reports - Simple list of data without any subtotal. Summary reports - Listing of data with groupings and subtotal. Matrix report - Allows you to group records both by rows and columns, totals by rows and columns can be done. Joined Reports - It is used to group and show data from multiple report types in different views.It can have unique columns, summary fields, formulas, filters and sort orders. 3. Dashboards : It i...
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