reporting for developers

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Post on 01-Nov-2014




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The report and dashboard builders are now generally available, so you can build reporting into your apps faster than ever before. Join us for a look at the myriad reports you can build with the new tools, and find out how your users will be using them. You can even get started creating the analytics your apps need, see how can fine-tune them, and hear about a few of the reports and dashboard features planned for future releases.


  • 1. Reporting for Developers
  • 2. Safe Harbor
    Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
    The risks and uncertainties referred to above include but are not limited to risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site.
    Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Agenda
    What you can and cant do, and how to do it if you have to
    Reporting vision in Salesforce
    What do you want to model and how to report
    New Reporting tools in Salesforce
    how should you develop, what to expect users will see
    Whats on AppExchange
    We cant do what you want. What now?
  • 4. Who are you?
    ISV/Package developers
    You mostly like reporting
    It gives you real reporting without worrying about Crystal
    End users seem to get it and be able to modify reports
    It fits with the rest of the schema automatically
    Internal IT developers
    Salesforce reporting isnt as good as
    Your end users seem to get it, but they dont have to make complex reports
    But its inside the product, and mostly works well
  • 5. Salesforcereporting vision
    Drag & drop simplicity
    Up to the second always
    Your analytics tweets
  • 6. The details
  • 7. Whats out of the box in Salesforce analytics?
    A reporting tool to make single-table reports
    Single-SQL, no sub-queries
    A dashboard tool to build the big picture
    Take a set of reports, and show some data from them
    A report type builder
    Take a set of joined objects and expose them for reporting
    A snapshot tool
    Run a report on a schedule and save the result into a custom object, along with the execution date.
    Metadata API
    Export/import/version/edit in eclipse - definitions for all these
  • 8. Report types the 3 kinds
    Standard report types
    E.g. Opportunities with Products
    with means inner join, apart from Opportunities with Products
    Auto-generated Report Types
    Make a new object, make it reportable, we make a report type
    You make a master-detail relationship, we make a report type
    E.g. make a new object Sample and make it a child of Account
    You will see Accounts with Samples in the Accounts report type category
    Also auto-generates for join objects
    Master-detail relationship works up to 4 levels down
  • 9. And the 3rd Custom Report Types
    You choose the objects related any way
    You name it
    You put it in a report type category
    Stop auto-generated report types by removing the Allow Reporting checkbox on the object
    You can still use it in CRT
  • 10. Why you would use CRTs
    They dont disappear if you change the relationship
    If you change a relationship from master-detail to lookup, the auto-generated report type will disappear
    You can include other lookup fields your users want
    Like owner name/id or other lookup data
    You want to control the scopes
    You want to outer-join details
    Up to 20 objects in total
    Distance of 4 for any lookups
    You can place it in any category
  • 11. Schema patterns and reports
    Object 1 has 0 or more Object 2 (m-d)
    Auto-generated report type covers inner join andlists of Objects 1 (master-detail)
    Wont list Object 1 records whether or not they haveObject 2 (need CRT)
    Same, but Object 2 has a lookup to Object 3
    Auto-generated report type covers inner join, and outer join to object 3, and lists of object 1 or object 3
    Wont list Object 1 records whether or not they have Object 2 (need CRT)
  • 12. And many-many relationships?
    • Auto-generates 2 report types
    • 13. Object 1 with object 2 and O3
    • 14. Object 3 with object 2 and O1
    • 15. If you dont want both, un-check allow reporting checkbox
    • 16. If you want outer joins on the first two objects, use CRT