Sales Cloud Analytics constitutes 9% of total score in Salesforce Sales Cloud Consultant exam. This section covers topics in reports and dashboards. A relatively shorter section, so let's get started!

Guideline for Sales Cloud Analytics

  • Given a set of desired metrics, determine the appropriate report, dashboard, or reporting snapshot solution.
  • Describe the implementation considerations of multi-currency on reports and dashboards.
  • Given a scenario, determine permissions and access to Reports and Dashboards.

Reports and Dashboards

Related Permissions

  • Related Report Permissions:

    • Run Reports - Run reports and dashboards.
    • Schedule Reports - Schedule report refreshes in Salesforce Classic, and send email notifications that include refreshed reports in HTML format. Your organization's data may be saved and/or processed by third-party services, and Salesforce is not responsible for data users choose to send outside of Salesforce.
    • Subscribe to Reports - Subscribe to reports in Lightning Experience to schedule report refreshes and send notifications by email. Your organization's data may be saved and/or processed by third-party services, and Salesforce is not responsible for data users choose to send outside of Salesforce.
    • Subscribe to Reports: Add Recipients - Specify recipients of email notifications from report subscriptions in Lightning Experience. All recipient email addresses appear in the subscription email's "to:" field, so subscription email recipients will be able to see other's email addresses regardless of User Sharing settings.
    • Subscribe to Reports: Send to Groups and Roles - Set public groups and roles as recipients of report subscriptions in Lightning Experience.
    • Subscribe to Reports: Set Running User - Specify who report subscription recipients see report data as. The specified person's data access determines what data the report displays.
    • Report Builder - Create, edit, and delete reports using the classic report builder interface.
    • Report Builder (Lightning Experience) - Create, edit, and delete reports using the enhanced report builder interface. Only available in Lightning Experience.
    • Edit My Reports - Edit, move, save, and delete user's own reports in shared folders.
    • Export Reports - Use Export Details and Printable View to export reports.
    • Create and Customize Reports - Create, edit, and delete reports in personal folders.
    • Create Report Folders - Create report folders and manage these folders if sharing rights allow.
    • View Reports in Public Folders - View and access reports in public folders, which does not include others’ personal folders.
    • Manage Reports in Public Folders - Create, edit, delete reports, and manage their sharing in all public folders.
    • Manage All Private Reports and Dashboards - Allows full access to reports and dashboards in all other users' private folders (API only).
    • Manage Custom Report Types - Create, edit, and delete custom report types.
    • Manage Reporting Snapshots - Create, edit, and delete reporting snapshots.

  • Related Dashboard Permission:

    • Run Reports - Run reports and dashboards.
    • Subscribe to Dashboards - Subscribe to dashboards in Lightning Experience to schedule dashboard refreshes and send notifications by email. Your organization's data may be saved and/or processed by third-party services, and Salesforce is not responsible for data users choose to send outside of Salesforce.
    • Subscribe to Dashboards: Add Recipients - Specify recipients of email notifications from dashboard subscriptions in Lightning Experience. All recipient email addresses appear in the subscription email's "to:" field, so subscription email recipients will be able to see each other's email addresses regardless of User Sharing settings.
    • Subscribe to Dashboards: Send to Groups and Roles - Set public groups and roles as recipients of dashboard subscriptions in Lightning Experience.
    • Drag-and-Drop Dashboard Builder - Create, edit, and delete dashboards through the drag-and-drop dashboard builder interface.
    • Edit My Dashboards - Edit, move, save, and delete user's own dashboards in shared folders.
    • Create and Customize Dashboards - Create, edit, and delete dashboards in personal folders.
    • Create Dashboard Folders - Create dashboard folders and manage these folders if sharing rights allow.
    • View My Team's Dashboards - View dashboards owned by people under them in the role hierarchy.
    • View Dashboards in Public Folders - View and access dashboards in public folders, which does not include others’ personal folders.
    • Manage Dashboards in Public Folders - View and access dashboards in public folders, which does not include others’ personal folders.
    • Manage All Private Reports and Dashboards - Allows full access to reports and dashboards in all other users' private folders (API only).
    • Change Dashboard Colors - Choose dashboard color theme and palette.
    • Manage Dynamic Dashboards - Create, edit, and delete dynamic dashboards.

  • Access to Reports and Dashboards Folder Permissions:

    • Viewer - view reports or dashboards in the folder
    • Editor - everything in viewer, plus edit, save, delete, rename reports or dashboards in the folder
    • Manager - everything in editor, plus share folder, delete folder, rename folder name, change folder's sharing settings

Default Reports

  • Account & Contacts:

    • Accounts
    • Contacts & Accounts
    • Accounts with Partners
    • Account with Account Teams
    • Accounts with Contact Roles
    • Accounts with Assets
    • Contact with Assets
    • Account History
    • Contact history
    • D&B Company with and without Accounts

  • Opportunities:

    • Opportunities
    • Opportunities with Products
    • Opportunities with Contact Roles
    • Opportunities with Partners
    • Opportunities with Competitors
    • Opportunity History
    • Opportunity Field History
    • Opportunity Trends
    • Opportunities with Contact Roles and Products

  • Leads:

    • Leads
    • Leads with converted lead information
    • Lead History

  • Campaigns:

    • Campaigns with Contacts
    • Campaigns with Leads
    • Campaigns with Opportunities
    • Campaigns with Campaign Members
    • Campaigns with Leads and Converted Lead Information
    • Campaigns with Influenced Opportunities

  • Activities:

    • Tasks and Events
    • Events with Invitees
    • HTML Email Status
    • Activities with Accounts
    • Activities with Contacts
    • Activities with Opportunities
    • and etc.

  • Contracts and Orders:

    • Contracts
    • Contract History
    • Contracts with Orders
    • Contracts with Orders and Products
    • Contracts with Contact Toles
    • Orders
    • Orders with Products
    • Order History

  • Pricebook, Products and Assets:

    • Products
    • Products with Opportunities
    • Price Books with Products
    • Products with Assets
    • Assets
    • Assets with Cases

  • Administrative Reports:

    • Users
    • Reports
    • Documents
    • New Login Locations
    • Identity Verification Methods
    • Collaboration Group Reports
    • Collaboration Group Feed Post Report

  • File and Content Reports:

    • Content Report
    • Library and User Report
    • File and Content Report

  • Individuals:

    • Individuals
    • Individual History

Report Filters:

  • Opportunity Report Filters (sales team = opportunity team):

    • My opportunities - opportunities owned by you
    • My team-selling opportunities - opportunities where you are on sales team
    • My team-selling and my opportunities - opportunities owned by you and opportunities where you are on sales team
    • My team's opportunities - opportunities owned by you and user who reports to you in role hierarchy
    • My team's team-selling and their opportunities - opportunities owned by you and use who reports to you in role hierarchy, as well as opportunities where you or the users who report to you in the role hierarchy are on sales team
    • My territories' opportunities - opportunities that belong to the territories to which you are assigned
    • My territory team's opportunities - opportunities that belong to the territories to which you are assigned and their child territories
    • All opportunities

  • Account Report Filters:

    • My accounts - accounts owned by you
    • My account team's accounts - accounts where you are on account team
    • My account team and my accounts - accounts owned by you and accounts where you are on account team
    • My team's accounts - accounts owned by you and user who reports to you in role hierarchy
    • My team's account team and their accounts - accounts owned by subordinates and accounts for which they are on the account team
    • My territories' accounts - accounts that belong to the territories to which you are assigned
    • My territory team's accounts - accounts that belong to the territories to which you are assigned and their child territories
    • All accounts

  • Lead Report Filters:

    • My leads - leads owned by you
    • My team's leads - leads owned by you and user who reports to you in in role hierarchy
    • User owned leads - leads owned by you (not owned by queue)
    • Queue owned leads - leads owned by queue that you are in
    • All leads

List View Filters:

  • Account List Views:

    • All accounts
    • My accounts
    • My territories' accounts
    • My territory team's accounts
    • My account teams

  • Lead List Views (Send List Email and Add to Campaign available):

    • All leads
    • My leads
    • Queue owned leads
    • Filter by Campaign Name (optional)

  • Contact List Views (Send List Email and Add to Campaign available):

    • All contacts
    • My contacts
    • Filter by Campaign Name (optional)

  • Opportunity List Views:

    • All opportunities
    • My opportunities
    • My territories' opportunities
    • My territory team's opportunities
    • My opportunity teams
    • My team's opportunities

  • Campaign List Views:

    • All campaigns
    • My campaigns

  • Task List Views:

    • All tasks
    • My tasks
    • My delegated tasks
    • My team's tasks
    • Queue owned tasks

That's all! See you in next post!

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