LET'S LEARN TOGETHER. THE BEAUTIFUL THING ABOUT LEARNING IS NOBODY CAN TAKE IT AWAY FROM YOU.

Book Review - “Salesforce Reporting and Dashboards” by Johan Yu


Recently I was reading the book – “Salesforce Reporting and Dashboards” by Johan Yu. 

Johan is a very familiar face within Salesforce community.
You can always reach Johan @simplysfdc, Linkedin and last but not the least his blog SimpleSFDC. I am a big fan of his blog.

The book - “Salesforce Reporting and Dashboards” contains a good selection of guides for solving reporting requirements. It started very well, I mean starting from very basic and then slowly moving towards more and more complex reporting requirements. When I started reading this book, I thought what makes this book different from Salesforce’s Trailhead session on reporting - Reports & Dashboards. And here is what I feel. When Trailhead session is good to make you comfortable with Salesforce’s Reporting concept, but still there are so many complex scenarios which you need to handle in your day to day work. And this book is definitely an answer to those complex scenarios. This book will make sure that you can call yourself a “Reporting and Dashboard Expert” once you have gone through the entire book. Yes you hear it correctly – It’s “Reporting and Dashboard Expert”.

I have experienced some difficulties during my career as Salesforce Administrator/Developer to provide solutions to some of my client’s reporting requirements. So when I was going through this book, I realized this book contains some effective remedies to many common problems. The solutions are provided in a very straightforward way – no unnecessary waffle – just straight to the point and explaining step by step how to implement the solution.

I personally love few sections from this book. Like
  • Hands-on – subscribing to a report – This really explains how to subscribe to a report and see the subscription in Salesforce1. Integration Salesforce1 in the hands-on is really a plus point to me.
  • Chapter 5 – Learning Advanced Report Configuration – This chapter is the jewel. Many important  configurations like bucket field, formula field, Grouping, Scheduling report etc. are explained here in a very simple way. To me this chapter is the one I need to refer again and again.
  • Chapter 8 - Accessing Historical Data – This is also a very important chapter. Accessing historical data over report is a very common requirements, but to implement the solution, one should have a very clear understanding on how it should be done, what can be done and what cannot be done. This chapter is a one stop shop for all these answers.
  • And finally Chapter 9 – Dashboard and Reports in Salesforce1 – Believe me this chapter is the differentiator. This chapter explains the concept and most important the limitations of Salesforce1 app. Understanding limitation is very important in the context of Salesforce and it will make the design more concrete.
In summary, if you are a Salesforce Admin looking to explore some of the advances concepts of Salesforce Reporting and Dashboard, then “Salesforce Reporting and Dashboards” is a must have. I am now encouraging all of my admin colleagues to read this book and challenge their solutions – because I believe by challenging ourselves, our best will come out.

You can buy this book from Amazon, PACKTPUB.


Share:

1 comment:

  1. Nice review about salesforce reporting and dashboard My sincere thanks for sharing this post and please continue to share this kind of post
    Salesforce Training in Chennai

    ReplyDelete

Never miss a post. Subscribe to get latest blog posts, right into your email box.

* indicates required

Labels

Salesforce (105) Apex (51) admin (28) visualforce (21) ADM (20) dev 501 (19) lightning (19) integration (18) learn salesforce (18) 501 (16) javascript (14) SOAP (13) tutorial (11) Certification. (10) Advanced Apex (9) Kitchener Developer Group (8) test class (8) Certification (7) Trigger (7) flow (7) security (7) unit testing (7) Advanced Admin (6) Lightning Experience (6) Sharing and Visibility (6) design pattern (6) developer (6) report (6) salesforce release (6) service cloud (6) trailhead (6) use case (6) Lightning Feature (5) New Features (5) SOQL (5) css (5) dashboard (5) debug (5) formula (5) mobile (5) solution management (5) JSON (4) Kitchener User Group (4) Lightning Web Component (4) New Feature (4) Sales Cloud (4) Salesforce DX (4) Tips (4) WebSphere (4) best practice (4) cast iron (4) component (4) deployment (4) event (4) github (4) html (4) map (4) polymer (4) profiles (4) release (4) responsive (4) tdd (4) ui (4) visual studio code (4) Architect (3) Live Chat (3) Online Event (3) Opportunity (3) Performance (3) Products (3) REST (3) Role (3) Salesforce Certification (3) Scratch Org (3) Spring 20 (3) Study Notes. (3) Summer15 (3) VS Code (3) Web Technology (3) Winter21 (3) automation tool (3) configuration (3) dynamic apex (3) license (3) mapbox (3) singleton (3) version controlling (3) AppExchange (2) Article (2) Asynchronous Apex (2) Asynchronous callout (2) Aura Framework (2) Bulkify (2) Community (2) Data Architecture and Management Certification (2) Devops (2) Distributed Version Controlling (2) ES6 (2) Eclipse (2) Einstein (2) Enhancement (2) Enterprise Territory Management (2) Financial Services Cloud (2) Force.com IDE (2) Governor Limit (2) Groups (2) IBM (2) Implicit Sharing (2) JourneyToCTA (2) Knowledge Management (2) LWC (2) Lightning Design System (2) Live Agent (2) Metadata (2) PD II (2) Price Book (2) Queueable (2) SFDX (2) SOSL (2) Sharing (2) Spring 15 (2) Summer17 (2) Territory (2) Virtual Event (2) ant (2) basic (2) chatter (2) code coverage (2) coding (2) communication (2) console (2) controller (2) documentation (2) dreamforce (2) git (2) jquery (2) logging (2) object (2) permission (2) process builder (2) salesforce1 (2) strategy (2) visual workflow (2) xml (2) Action Plan (1) Action Plan Template (1) Activity Timeline (1) Advanced Currency (1) Agent Productivity (1) Analytics (1) Apex Sharing (1) Arrow (1) Batch (1) Bots (1) Browser (1) Bulk data load (1) CTA (1) Calendar (1) Canon (1) Case Management (1) Celebration (1) Cheat Sheet (1) Classic (1) Compare (1) Confetti (1) Constructor (1) Contact Center (1) Continuation (1) Continuous Integration (1) Convert (1) Cookie (1) CumulusCI (1) Custom Metadata (1) Custom Object (1) Custom Permission (1) Customer (1) Data Model (1) DataGrid (1) DataTable (1) Dated Exchange Rate (1) Decorator Design Pattern (1) Dev Hub (1) Development (1) Diwali (1) EDA (1) ESLint (1) Education Cloud (1) Email (1) FSC (1) Function (1) Future (1) Global Gathering (1) Goals (1) Guest Access (1) Guest Profile (1) Guest User Sharing Rule (1) Guide (1) HEDA (1) Higher Education (1) Household (1) Husky (1) IDE (1) Ideas (1) Improvement (1) Invocable (1) KPIs (1) Large Data Volume (1) LastModifiedDate (1) Manage Currencies (1) Manual Sharing (1) Metrics (1) Multi Currency (1) New (1) OOPS (1) OWD (1) Omni-Channel (1) Optimize (1) Partner (1) Permission Set (1) Person Account (1) Photo (1) Pipeline (1) Platform Developer I (1) Platform Developer II (1) Presentation (1) Prettier (1) Product Schedule (1) Profile (1) Promise (1) Prototype (1) Public Site (1) Query Plan (1) QuickReference (1) Related records (1) Reports (1) Retrieve (1) Role Hierarchy (1) SAL (1) Salesfor (1) Salesforce Advisor Link (1) Salesforce Labs (1) Salesforce Optimizer (1) SalesforceDx (1) Schedule (1) Session (1) Sharing Rule (1) Sharing Sets (1) Site (1) Skills (1) Snap-ins (1) Spring 17 (1) Summer14 (1) Summer16 (1) Summer19 (1) Switch (1) SystemModStamp (1) Tile (1) Timeline (1) Unauthorized Access (1) User License (1) Users (1) Validation Rule (1) Web (1) Webservice (1) Winter'15 (1) Winter'17 (1) access (1) actionFunction (1) actionPoller (1) actionRegion (1) actionSupport (1) agile (1) app (1) approval process (1) aura (1) awesome (1) backup (1) bitbucket (1) book (1) campaign (1) change set (1) cli (1) code (1) csv (1) custom button (1) custom settings (1) customization (1) data loader (1) database (1) delegate Admin (1) describe (1) dom (1) duplicate (1) dynamic (1) dynamic form (1) email template (1) email-to-case (1) equals (1) error (1) field-level security (1) folder (1) ftp (1) generic (1) gift (1) global describe (1) hashcode (1) import wizard (1) jenkins (1) keynote (1) long running requests (1) monitoring (1) mysql (1) page layout (1) personal (1) power of one (1) record type (1) relationship (1) request (1) review (1) solution (1) sub-tab (1) survey (1) tab (1) username (1) workflow (1)

Popular Posts

Total Pageviews

Contact Me

Name

Email *

Message *