💬 In plain words: Reports are questions you ask of your data; report types decide which objects a report is even allowed to ask about; dashboards show many answers on one screen. Key trap: who a dashboard "runs as" decides whose data everyone sees. 📌 Example: The VP's dashboard shows 40 deals; a rep opens the same dashboard and sees 12. Check "View Dashboard As": it runs as the viewer, and the rep's sharing only reaches 12 opportunities. Same report, different eyes. Concept Reporting starts with Report Types. A report type decides which objects and fields are reportable, and whether the join is inner or outer — that is the "with or without related records" choice. It is the most under-appreciated lever on the platform. Custom report types unlock cross-object paths and relationships that are otherwise hidden. Reporting Snapshots: Capture data at a point in time into a custom object to track tren...
Salesforce Platform & Administration