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Day 10 | Salesforce Bootcamp 2023 | Report on Duplicate Records | Dashboard | Share & Export Report
Skill Horizon NextGen
Overview
This Salesforce bootcamp session focuses on managing duplicate records, creating dashboards, and sharing reports and dashboards. The instructor demonstrates how to create a custom report type for duplicate records, emphasizing the prerequisite of having duplicate and matching rules set up. The process of exporting reports in various formats (formatted and details-only) is explained. The session then moves to dashboard creation, highlighting that dashboards are built upon existing reports and explaining how to add components, customize layouts, and save dashboards. The instructor also covers how to embed reports and dashboards onto Lightning pages (home, app, and record pages). Finally, the session details how to share report and dashboard folders with other users, explaining different access levels (view, edit, manage) and touching upon dynamic dashboards and their functionality. The instructor addresses numerous audience questions throughout the session, clarifying concepts and providing practical insights.
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Chapters
- •Duplicate records can be identified and reported on, even if duplicate rules are set to 'allow' creation.
- •A custom report type is required, using 'Duplicate Record Sets' as the primary object and 'Duplicate Record Items' as a related object.
- •After creating the report type, navigate to the Reports tab, select 'New Report', choose the custom report type, and configure filters and groupings.
- •Reports can be saved in public or private folders and can include charts for better visualization.
- •Reports can be exported to download data locally.
- •Two export options are available: 'Formatted Report' (includes headers, groupings, filters) and 'Details Only' (only the data).
- •'Formatted Report' exports to Excel (.xlsx).
- •'Details Only' offers formats like .xls, .xlsx, and CSV, with options for encoding.
- •Dashboards visually display key metrics and trends, with reports as their source.
- •Reports can be added as components to a dashboard, and one report can be used in multiple components or dashboards.
- •Dashboards are stored in folders, which control access.
- •Key considerations include the 'running user' setting, which determines data visibility based on user security.
- •Dashboard components are created by selecting reports.
- •Only reports with charts enabled can be added as visual components.
- •Components can be resized, repositioned, and customized (e.g., chart type, title, theme).
- •Dashboards can be filtered based on specific fields.
- •Reports (specifically report charts) and dashboards can be embedded onto Lightning pages (home, app, record pages).
- •Use the 'Report Chart' component for reports and the 'Dashboard' component for dashboards.
- •Ensure reports and dashboards are stored in public or custom folders, not private ones, for them to be available for embedding.
- •Embedded reports/dashboards can be refreshed and linked to their source.
- •Individual reports and dashboards cannot be shared; sharing is done at the folder level.
- •When sharing a folder, users can be granted 'View', 'Edit', or 'Manage' access.
- •'View' allows seeing reports/dashboards, 'Edit' allows modification, and 'Manage' allows sharing with others.
- •Sharing can also be done with roles, roles and subordinates, and public groups.
- •Dynamic dashboards allow users to see data based on their own security settings.
- •This is configured by selecting the 'Dashboard Viewer' option for the running user.
- •Normal dashboards display data based on the 'running user' specified when the dashboard was created or last edited.
- •Ensuring the running user has appropriate access to underlying reports is crucial.
Key Takeaways
- 1Custom report types are essential for reporting on specific objects like duplicate records.
- 2Exporting reports allows for local data analysis and sharing outside of Salesforce.
- 3Dashboards provide a consolidated visual overview of key metrics, powered by underlying reports.
- 4Embedding reports and dashboards onto Lightning pages enhances user experience and data accessibility.
- 5Folder-level sharing is the mechanism for controlling access to reports and dashboards.
- 6Dynamic dashboards offer personalized data views based on individual user security settings.
- 7Understanding the 'running user' concept is critical for controlling data visibility in dashboards.
- 8Proper configuration of duplicate rules and matching rules is a prerequisite for effective duplicate record management and reporting.