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, custom reports, and how to use the report builder.

In the next chapter, we will look at the methods for automating 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.