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Summary reports with no groupings show as tabular reports on the report run page.Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns.(Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)Please note, not all Standard Objects are depicted in the above slide or discussed in the notes.Please refer to Help in Salesforce for more periods that follow the Gregorian calendar, but can start on the first day of anymonth of the year.(A Gregorian Year is a calendar based on a 12 Month Structure and is used throughoutmuch of the world.)–Custom Fiscal Years Standard Fields What is a Standard Field?– Standard Fields are pre-defined in Salesforce– You cannot delete standard fields but you can remove non-required standard fields from a page layout Standard Field customizations include the ability to change standard field labels and tabs Custom Fields What is a Custom Field?
- Customize, integrate and create enterprise applications as a service and without software.- Customize standard applications provided by or build their own on-demand applications- Group standard and custom tabs into new custom applications Solutions: A solution is a detailed description of a customer issue and the resolution of that issue.
– Use Field-Level Security (rather than creating multiple page layouts) to enforce data security– Users view data relevant to their job function Troubleshooting Tools– Field accessibility views– Setup | Administration Setup | Security Controls | Field Accessibility Notes:• Field Level Security is not available in PE• Field-level security cannot be used to make a field required.
This is done from the Page Layout• Field access settings can be defined using both field-level security and page layouts.
A joined report can even contain data from different report types.
Email alerts are workflow and approval actions that are generated using an email template by a workflow rule or approval process and sent to designated recipients, either Salesforce users or others.