Reports, Dashboards, and List Views
Reports are useful for… Cross-object reporting: E.g. “I need to see a list of all donations [Opportunities] and donor info [Contacts]”, or “I need to see ...
Tue, 14 Jan, 2020 at 11:52 AM
What is a List View? You can access a list view in Salesforce if you want to see an editable and flexible list of records relating to just one Salesforce o...
Tue, 14 Jan, 2020 at 11:52 AM
Dashboards are a good way to visualize your data in charts. They are based off Reports. A dashboard is a visual display of key metrics and trends for re...
Tue, 14 Jan, 2020 at 11:53 AM