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Reports and Dashboards Best Practice Guide
게시 일자: May 9, 2024
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Reports and dashboards are a key Salesforce feature that give you the data you need to see the big picture and make informed business decisions. Anyone at your organization with access to your Salesforce instance can make reports and dashboards, so the burden is not all on the Salesforce admin.
Below, you’ll find how-to articles, expert coaching sessions, and video walk-throughs designed by Salesforce experts to help you set up your team for success with reports and dashboards. Reports and Dashboards With all your data in one place, Salesforce reports and dashboards can help your team get a better view of the bottom line and make informed decisions about where to invest resources. And while anyone with a login can make their own reports and dashboards, admins may need to coach users first or empower them by directing them to the resources below. Reports and Dashboards: Quick Look Learn about reports and dashboards using this Trailhead Quick Look. Reports and Dashboards for Lightning Experience Discover how to create and format reports and dashboards using this Lightning Experience Trailhead module. Insights: Sales Cloud: Design Reports and Dashboards Attend this webinar and start configuring a standard report type using the tools available in Report Builder. Get Started with Reports and Dashboards Use these resources to develop deeper knowledge in both Lightning and Classic. Get Started with Reports and Dashboards (Lightning Experience) Watch these videos to learn how to build dashboards and filter reports. Quick Start: Reports and Dashboards Get hands on practice building reports and dashboards with this Trailhead project. Analyze Reports with Einstein Discovery for Reports Read this article to learn how Einstein Discovery can scan your report data using artificial intelligence and comprehensive statistical analysis. Preconfigured Sales Cloud Dashboards Go to AppExchange and install these to give your sales team insights into the business. Service and Support Dashboards Go to AppExchange and get these to track performance in your call center. Troubleshooting for Reports and Dashboards The success of your Salesforce deployment depends on your team’s ability to access accurate data quickly. The following resources cover common gotchas and errors to help you troubleshoot your reports and improve report performance. Why Doesn't My Report Return the Data I Expect? Review your filters, groupings, fields, report type, and role or user hierarchy with this article. What Are Some Common Report Limits? Review and bookmark the full list of limits that apply to reports and dashboards. Access Levels for Report and Dashboard Folders Understand the options available for sharing reports and dashboards. Share Report Folders with Users Improve Reporting Performance: Best Practices Read this article and learn how to optimize your report performance and speed up sluggish reports. Troubleshoot Reports Solve problems with these answers to frequently asked questions. Go Further Use the resources below to get additional guidance, connect with Salesforce experts, and blaze your trail with data management. Create a Report on Converted Leads Read this knowledge article for a step-by-step guide to making a list of all converted leads. Create Reports and Dashboards for Sales and Marketing Managers Use this Trailhead project to get hands-on practice creating reports and dashboards. Create a Custom Report Type Read this knowledge article for a step-by-step guide to making a list of all converted leads. Make Your Dashboards Dynamic Watch this video to see how users can choose the scope of the data that a dashboard presents. Sales Cloud: Go Further with Designing Reports and Dashboards Use this Trailhead resource to dive deeper into current and historical data. Embed Dashboards and Report Charts on Lightning Pages With this Trailhead resource, learn how to give sales reps insights where they work. Request Individual Coaching for Reports and Dashboards Premier and Signature Success Plan customers can request an individual Expert Coaching Session. Become a Reports and Dashboards Specialist Learn how to design powerful reports and dashboards to shine a light on your data. Keep the Momentum Going Whether you’re just getting started with Reports and Dashboards, or you want to explore more ways to improve how your users are set up, we’ve got the right resources. 1. Go to the Success Center for expert guidance designed to help you set up Salesforce, optimize features, and achieve your business goals. 2. Check out other great events where you can connect with a Salesforce expert. 3. Need additional guidance? Connect with other Trailblazers and experts on the Reports and Dashboards Community Group. 4. Explore our Salesforce Support YouTube channel for answers to your most frequently asked questions. |
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Reports and Dashboards Use Case Story
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Cloud Kicks makes comfortable sneakers, designed and personalized for its customers. The company uses Salesforce to manage the sales process and centralize customer data. Trusted suppliers and vendors are given access to certain reports so they can see the latest numbers that may affect their related businesses.
Recently, Linda Rosenberg, Cloud Kicks’ admin, heard that several vendors received an “insufficient privileges” error message when attempting to access data. These trusted partners were getting error messages when viewing reports with certain standard report types, such as Accounts with Assets, or Products, even though they had access to the folder and could view other reports in it.
Linda wondered what was going on, so she did some investigating. She searched for answers, watched videos, read guidance materials, and explored the Trailblazer Community for tips. She discovered that external users couldn’t get access to a report unless the org-wide defaults (OWD) of each object included in the report type were set to Private.
However, Linda also found out that “Products” was a standard object included in many standard report types. Since Products did not have OWD settings, it was impossible to set these to Private. Obviously, Linda couldn’t share everything because so much of the company’s data is sensitive. How was Linda going to solve this?
She got a tip from another administrator in the Trailblazer Community. Admins can create a custom report type using all of the relevant fields used in the standard report type and give trusted vendors access to the custom report.
Thanks to Linda’s sleuthing, Cloud Kicks continues to build strong relationships by sharing information with trusted vendors while still protecting the company’s sensitive data.
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