Day 9 | Salesforce Bootcamp 2023 | Report Type | Custom Object Report | Joined Report | Bucket Field

Introduction

This tutorial guides you through the essential concepts covered in Day 9 of the Salesforce Bootcamp hosted by Sanjay Gupta. You will learn about creating reports in Salesforce, focusing on report types, custom object reports, joined reports, and using bucket fields. Understanding these concepts is crucial for anyone looking to build a career in the Salesforce ecosystem.

Step 1: Understanding Report Types

Salesforce offers various report types to analyze and present data effectively.

• Standard Reports: Pre-defined report types that come with Salesforce.
• Custom Reports: Tailored reports created to meet specific business needs.
• Joined Reports: Allows you to combine multiple report types into one report for comprehensive analysis.

Practical Tip: Familiarize yourself with the standard report types first, as this will make it easier to understand custom reports.

Step 2: Creating a Custom Object Report

Follow these steps to create a custom object report:

1. Navigate to the Reports Tab:

   • Click on the "Reports" tab in Salesforce.

2. Create a New Report:

   • Click on "New Report".

3. Select Custom Object:

   • Choose the custom object you want to report on from the list of report types.

4. Customize Your Report:

   • Drag and drop fields from the left panel into the report layout.
   • Apply filters to refine the data displayed.

5. Save and Run the Report:

   • Name your report and click "Save".
   • Click "Run" to view the report.

Common Pitfall: Ensure you have the necessary permissions to access the custom object data before creating the report.

Step 3: Creating a Joined Report

Joined reports enable you to create a consolidated view of data from multiple reports.

1. Create a Joined Report:

   • Go to the "Reports" tab and select "New Report".

2. Select Joined Report Type:

   • Choose "Joined Report" from the options.

3. Add Report Blocks:

   • Add different report blocks for each report type you want to include.

4. Configure Each Block:

   • Customize each block by selecting the fields and filters relevant to the data.

5. Adjust Column Widths:

   • Resize columns as needed for clarity.

6. Save and Run the Joined Report:

   • Name your report and save it, then run to view the combined data.

Practical Tip: Use joined reports to compare related data from different sources—this is helpful for comprehensive analysis.

Step 4: Using Bucket Fields

Bucket fields allow you to categorize report data without creating a new field in Salesforce.

1. Edit Report:

   • Open an existing report or create a new one.

2. Add a Bucket Field:

   • In the report builder, find the "Bucket Fields" option and click "Add".

3. Define Bucket Field Criteria:

   • Set the criteria for how data should be categorized into buckets.

4. Name Your Buckets:

   • Assign names to each bucket for easy identification.

5. Save Changes:

   • Save your report to apply the bucket field.

Common Pitfall: Make sure to test your bucket field settings to ensure data is categorized correctly before finalizing your report.

Conclusion

In this tutorial, you learned how to work with different report types in Salesforce, including custom object reports, joined reports, and bucket fields. These skills are vital for analyzing data effectively within the Salesforce platform. As you continue your Salesforce journey, practice these techniques to enhance your reporting capabilities. Remember to explore additional resources and tutorials to deepen your understanding of Salesforce features.