tool

Salesforce Reporting

Salesforce Reporting is a built-in business intelligence tool within the Salesforce platform that allows users to create, customize, and analyze reports based on data stored in Salesforce objects. It provides drag-and-drop functionality to build tabular, summary, matrix, and joined reports with filters, groupings, and formulas for real-time insights. Reports can be scheduled, exported, or embedded in dashboards to support data-driven decision-making across sales, marketing, service, and other business functions.

Also known as: SFDC Reporting, Salesforce Reports, Salesforce BI, Salesforce Analytics, SF Reports
🧊Why learn Salesforce Reporting?

Developers should learn Salesforce Reporting to enhance their ability to deliver custom analytics and reporting solutions for clients using Salesforce, as it is essential for creating data visualizations and insights without external tools. It is particularly valuable for roles involving Salesforce administration, CRM development, or business analysis, where generating ad-hoc reports, tracking KPIs, or integrating reports into applications (e.g., via APIs) is required. Mastery of this tool helps in optimizing data workflows and supporting end-users in accessing critical business metrics efficiently.

Compare Salesforce Reporting

Learning Resources

Related Tools

Alternatives to Salesforce Reporting