What are reports in Salesforce?

What is a report? A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.

How many reports we can create in Salesforce?

The Salesforce mobile app supports a maximum of 25 report columns. By default, reports time out after 10 minutes. In a non-joined report, if you click a bar in a report chart, the report results are filtered according to the selected bar.

How many report types are there?

Formal or Informal Reports 2. Short or Long Reports 3. Informational or Analytical Reports 4. Proposal Report 5.

What are record types in Salesforce?

Record types let you offer different business processes, picklist values, and Page layouts to different users. For example, one of the most common use cases of record Types would be to create two different sales processes on the Opportunity object – each with different sales stages and Page layouts.

What is OWD in Salesforce?

OWD stands for Organization Wide Default (OWD). Organization Wide Default settings are baseline settings in Salesforce specify which records can be accessed by which user and in which mode.

Why do we create reports in Salesforce?

Reports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. Before building, reading, and sharing reports, review these reporting basics.

What is the difference between reports and dashboards in Salesforce?

Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.

What is report and dashboard?

Dashboard reporting is a visual representation of your company’s key performance indicators (KPIs). Using data from other reports, dashboard visuals provide charts and graphs to give an at-a-glance vision of your company’s performance.

Why We Use report types in Salesforce?

Standard report types give you access to most Salesforce data. For example, the Opportunities report type gives you access to Opportunity records and fields in your report. If you’re going to report on Opportunity Amounts or Probability or Type, then Opportunities is the report type is for you.

How many types of dashboards are there in Salesforce?

There are four types of dashboard components in Salesforce.

Who can run reports in Salesforce?

When all users in a profile need to run a report, the admin can simply enable this permission in Profile under the General User Permissions section. To assign this permission to users in different profiles, use Permission Set instead.

How many dashboards can I create in Salesforce?

Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Dynamic dashboards aren’t available in other editions.

What are the 3 standard chart types available in Salesforce?

Following are the default charts offered by Salesforce:
  • Horizontal Bar Charts.
  • Vertical Bar Charts.
  • Line Charts.
  • Pie Charts.
  • Donut Charts.
  • Funnel Charts.
  • Scatter Charts.

What is Sandbox in Salesforce?

What Is a Salesforce Sandbox? A Salesforce Sandbox is a test environment that provides a way to copy and create metadata from your production instance – it is a separate environment where you can test with data (Salesforce records) including Accounts, Contacts, and Leads.

What are limitations of Salesforce reports?

The Salesforce mobile app supports a maximum of 25 report columns. By default, reports time out after 10 minutes.
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  • Each report can have up to three cross filters.
  • Each cross filter can have up to five subfilters.
  • Filter logic applies only to field filters, not cross filters.

What is Apex in Salesforce?

Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.

What is the use of dashboard in Salesforce?

Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, then they’re able to view your dashboard’s data-supplying reports. Dashboard filters make it easy for users to apply different data perspectives to a single dashboard.