Salesforce Reporting and Dashboards

Author: Johan Yu
Publisher: Packt Publishing Ltd
ISBN: 9781784395209
Release Date: 2015-03-26
Genre: Computers

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.

Salesforce Lightning Reporting and Dashboards

Author: Johan Yu
Publisher: Packt Publishing Ltd
ISBN: 9781788296731
Release Date: 2017-08-03
Genre: Computers

Learn how to build advanced reports and dashboards in Salesforce Lightning experience About This Book Visualize and create advanced reports and dashboards using Lightning Experience Improve overall business efficiency with advanced and effective reports and dashboards Understand and create custom reports and dashboards Who This Book Is For This book is targeted at Salesforce.com administrators, business analysts, and managers who use Salesforce.com for their daily job and want to learn in depth about Salesforce Reporting and Dashboard in Lightning Experience. Readers should have a basic knowledge of Salesforce, such as: Accounts, Contacts, Leads, Opportunities and custom objects. What You Will Learn Navigate in Salesforce.com within the Lightning Experience user interface Secure and share your reports and dashboards with other users Create, manage, and maintain reports using Report Builder Learn how the report type can affect the report generated Explore the report and dashboard folder and the sharing model Create reports with multiple formats and custom report types Explore various dashboard features in Lightning Experience Use Salesforce1, including accessing reports and dashboards In Detail Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app. Style and approach This comprehensive guide covers the advanced features of the all new Salesforce Lightning concepts and communicates them through a practical approach to explore the underlying concepts of how, when, and why to use them.

Introduction to Salesforce Analytics Building Reports and Dashboards

Author: Steve Wasula
Publisher: Createspace Independent Pub
ISBN: 1478341122
Release Date: 2012-07-01
Genre: Computers

This book is designed to accompany the Introduction to Salesforce Analytics - Building Reports and Dashboards class offered by Stony Point. A person reading this book or a student in this class will to build reports and dashboards utilizing basic and advanced concepts . Although the book is designed as a supplement to the class, it contains valuable exercises that will be useful for someone wishing to learn on their own. This online, five hour class is delivered by a live instructor and is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of Salesforce. A student in this class or reading this workbook will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards. Each student will be given a practice learning environment to participate in hands-on exercises during the class. The student will be able to use that learning environment indefinitely after the class without any additional fee. Stony Point is a leading provider of Salesforce training for sales people, customer service personnel, marketers, system administrators, developers and consultants. Stony Point delivers public and private classes virtually and in-person at locations throughout the world. Please visit www.stonyp.com for more information on the classes and services offered.

Reporting und Business Intelligence

Author: Andreas Klein
Publisher: Haufe-Lexware
ISBN: 9783648092644
Release Date: 2017-04-04
Genre: Business & Economics

!-- Generated by XStandard version 2.0.1.0 on 2018-06-07T13:15:41 -- Management Reports sind eine wichtige Entscheidungsgrundlage. Dieses Buch zeigt Ihnen neue Möglichkeiten, dem Empfänger die richtigen Informationen schnell und intuitiv verständlich bereitzustellen. Die Autoren erklären außerdem, wie Sie neue Reportinglösungen, wie z. B. SAP S/4HANA, für die Vereinheitlichung Ihrer Daten und die Beschleunigung der Analysen nutzen können. Weitere Beiträge beschäftigen sich mit dem Design mobiler Berichte sowie der Auswahl und Einführung neuer BI-Lösungen. Effektive Reporting-Tipps von Praktikern für Praktiker. Inhalte: Konzepte und Trends für modernes Management Reporting Design von Dashboards und Mobile-Reporting-Lösungen Einführung und Optimierung innovativer BI-Software Reporting und Konsolidierung mit SAP S/4HANA Marktübersicht und Softwareauswahl für BI und Analytics

The Challenger Sale

Author: Matthew Dixon
Publisher: Redline Wirtschaft
ISBN: 9783864147234
Release Date: 2015-06-08
Genre: Business & Economics

Gibt es ein Rezept für Verkaufserfolg? Die meisten Führungskräfte im Vertrieb verweisen hier zuerst auf eine gute Kundenbeziehung – und sie liegen falsch damit. Die besten Verkäufer versuchen nicht nur einfach eine gute Beziehung zu ihren Kunden aufzubauen – sie stellen primär die Denkweisen und Überzeugungen ihrer Kunden in Frage. Basierend auf einer umfassenden Studie mit mehreren tausend Vertriebsmitarbeitern in unterschiedlichen Branchen und Ländern, zeigt "The Challenger Sale", dass das klassische vertriebliche Vorgehen mit dem Aufbau von Beziehungen immer weniger funktioniert, je komplexer die Lösungen sind. Doch wie unterscheiden sich Fertigkeiten, Verhaltensweisen, Wissen und Einstellung der Spitzenverkäufer vom Durchschnitt? Die Studie zeigt deutlich, dass die Verhaltensweisen, die den Challenger so erfolgreich machen, replizierbar und strukturiert vermittelbar sind. Die Autoren erklären, wie fast jeder Verkäufer, ausgestattet mit den richtigen Werkzeugen, diesen Ansatz erfolgreich umsetzen kann und so höhere Kundenbindung und letztendlich mehr Wachstum generiert. Das Buch ist eine Quelle der Inspiration und hilft dem Leser, sein Profil als Vertriebler zu analysieren und gezielt zu verändern, um am Ende kreativer und besser zu sein.

Salesforce com Customization Handbook

Author: Rakesh Gupta
Publisher: Packt Publishing Ltd
ISBN: 9781849685993
Release Date: 2014-09-12
Genre: Computers

If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.

Salesforce CRM The Definitive Admin Handbook

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781786464521
Release Date: 2016-12-21
Genre: Computers

Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application Identify what is covered to create your own improved study guide for the certified administrator examination Who This Book Is For This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM. What You Will Learn Manage and administer user records and password policies Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms Apply organization security Understand the capabilities of the Salesforce CRM sharing model Create, delete, and customize fields, page layout, and list views for custom and standard objects Find out how Apex and Visualforce coding can be used in Salesforce CRM Implement the mechanisms for data management Discover the tools to import, update, transfer, and mass delete data In Detail Salesforce CRM's Winter '17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination. Style and approach This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.

Vertriebsprognosen

Author: Jörg B. Kühnapfel
Publisher: Springer-Verlag
ISBN: 9783658055257
Release Date: 2014-05-02
Genre: Business & Economics

​Vertriebsprognosen bzw. Forecasts sind ein zweischneidiges Schwert: Kaum ein Unternehmen kommt ohne sie aus, aber man traut ihnen nicht so recht. Häufig sind sie zu ungenau, und der Grund dafür ist oft mangelhafte Methodenkenntnis. Die Erstellung guter, also treffsicherer Forecasts ist ein laufender Prozess, der über Jahre verbessert werden muss. Drei Grundregeln sind hierbei wesentlich: Erstens müssen Forecast-Methoden gegeneinander in den Wettstreit um die besten Ergebnisse treten, zweitens müssen Forecasts gegen Trivialprognosen antreten, um sich überhaupt für diesen Wettstreit zu qualifizieren, und drittens muss die Treffsicherheit der Forecasts ständig überprüft und optimiert werden. Der Autor stellt pragmatische, erprobte und einfach zu erlernende Techniken vor, die die Erstellung guter Forecasts ermöglichen.

Marketing und Sales Automation

Author: Uwe Hannig
Publisher: Springer-Verlag
ISBN: 9783658152604
Release Date: 2017-05-23
Genre: Business & Economics

Dieses Buch klärt - längst überfällig - die Begriffe Marketing und Sales Automation und zeigt konkret, wie die dafür entwickelten Werkzeuge implementiert und erfolgreich in der Praxis eingesetzt werden. Praktiker beschreiben, wie der Einstieg in die Automation wiederkehrender Prozesse in Marketing und Vertrieb gelingt. Die Experten berichten von ihren Erfahrungen, geben Tipps und Hilfestellungen. Das Themenspektrum spannt den Bogen von der Schaffung einer validen Datengrundlage über das rechtskonforme E-Mail-Marketing bis hin zu einem Vorgehensmodell zur Einführung eines Marketing-Automation-Systems im Unternehmen. Dabei wird ein besonderer Augenmerk auf die Verzahnung von Marketing und Vertrieb gelegt und die möglichen Verbesserungen beispielsweise im Lead Management durch die Automation aufgezeigt. Ein spezielles Kapitel widmet sich der Vorstellung der wesentlichen Werkzeuge für Konzerne ebenso wie für kleine und mittlere Unternehmen.

Teach Yourself VISUALLY Salesforce com

Author: Justin Davis
Publisher: John Wiley & Sons
ISBN: 9781119047698
Release Date: 2015-03-23
Genre: Computers

An ideal way for visual learners to get up to speed with salesforce.com Salesforce.com is the global leader in on-demand customer relationship management (CRM) and helps companies all over the world manage their sales, marketing, and customer service and support operations. Packed with full-color screen shots and numbered, step-by-step instructions, this guide shows you everything you need to know to get the most out of Salesforce.com. You'll discover how to organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projections based on past performance, and more. Explains the latest and most helpful features of the world's most popular customer relationship management (CRM) software - Salesforce.com Covers the latest enhancements to Salesforce.com and explains how to choose the right edition of Salesforce.com to suit your business needs Walks you through personalizing your system, managing accounts and activities, developing contacts, tracking products, and more Teach Yourself VISUALLY Salesforce.com is the book visual learners need to get the most from this go-to solution for CRM needs!

Salesforce CRM

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781782170532
Release Date: 2013-01-01
Genre: Computers

A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.

Sales Service

Author: Frank Keuper
Publisher: Springer-Verlag
ISBN: 9783834995919
Release Date: 2008-03-08
Genre: Business & Economics

In innovativen Beiträgen hochrangiger Wissenschaftler und Case-Studies von Praktikern stellen Keuper/Hogenschurz Strategien, Chancen und Risiken, Instrumente sowie Geschäftsmodelle aus den Bereichen Retail, Sales und Service Management beispielhaft dar. Branchenübergreifende Betrachtungen verdeutliche, dass das Management, das Marketing, die Promotion und die Messung der Performance im Retail-, Sales- und Service-Bereich zentral für den Unternehmenserfolg ist.

Learn Salesforce Lightning

Author: Felicia Duarte
Publisher: Apress
ISBN: 9781484229941
Release Date: 2017-12-20
Genre: Computers

Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming. Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include: Sales and service management Lightning Apps on the AppExchange Lightning dashboards and reports Lightning security Lightning Process Builder and more What You’ll Learn Navigate the Salesforce Lightning interface Know where to go in the setup area to make customizations Create dynamic reports and dashboards View Lightning on a mobile device Train other users on common day-to-day activities within Lightning Who This Book Is for Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Management Reporting

Author: Andreas Taschner
Publisher: Springer-Verlag
ISBN: 9783834938237
Release Date: 2012-09-14
Genre: Business & Economics

Sowohl das Erstellen als auch das Lesen von Berichten gilt als Pflichtübung, die wenig produktiv und selten spannend ist - zu Unrecht, wie dieses Buch zeigen will. Internes Berichtswesen ("Management Reporting") ist nichts weniger als ein zentrales Element des Informationsmanagements und damit ein wesentlicher Erfolgsfaktor für jedes Unternehmen. Das Buch schließt eine Lücke, indem es das interne Berichtswesen von seinem Ruf als "theoriefreies Praktikerthema" befreit und für alle behandelten Themen fundierte, aber auch für Leser ohne Vorkenntnisse verständliche Theoriebezüge herstellt (Informationstheorie, Behavioural Accounting, Internationales ReWe etc.). Alle Inhalte werden in vier verschiedene (und gekennzeichnete) Kategorien eingeteilt, welche einen individuellen "Lesepfad" durch das Buch ermöglichen.