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Salesforce Interview

The document discusses the four types of reports that can be created in Salesforce: tabular, summary, matrix, and joined reports. It provides examples and descriptions of each type of report.

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Hemanth Kumar
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64 views

Salesforce Interview

The document discusses the four types of reports that can be created in Salesforce: tabular, summary, matrix, and joined reports. It provides examples and descriptions of each type of report.

Uploaded by

Hemanth Kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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Reporting and Dashboards:

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1.How many types of reports does Salesforce support?
A.There are 4 types of reports you can create in salesforce.
1.Tabular
2.Summary
3.Matrix and
4.Joined Reports
1.Tabular:
->when user want to show data with no preference to seeing totals,Calculations or
groups of data and for export data.
2.Summary:
->When user want to show data with calculations from groups of data.
For Example:
if user want to see recent account oppurtunities they will be grouped by account
and you can see each opportunity under the account.
3.Matrix:
->Matrix reports are very similar to Summary report but they allow to you group
by rows as well as columns to see different totals.
->Matrix reports are not commonly used unless you have to display the lot of
complex data.
For Example:
If a company want his products sales of last 5 years.
4.Joined:
->It allow you to create two seperate reports so that you can compare data.

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