In this chapter, we looked at data analytics, where it was shown how data can be reported and presented within Salesforce CRM. We looked at setting up reports, dashboards, and how to use the report builder. We covered the use of building reports from standard and custom report types and looked at the mechanisms to share, hide, and mass delete reports.

In the next chapter, we will look at the methods to automate business tasks and activities to align them with business rules. The mechanisms that are available to help manage business processes will also be covered in detail, where we will look at the way approvals can be configured.