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Create Your Own Salesforce Reports

Before diving into IOS data, it's crucial to have a basic understanding of the Salesforce Reporting interface. You can then refine your knowledge by reviewing the information below and practicing your report-building using the templates linked below. 

Reporting Templates

Salesforce has a native learning tool where you can take a deep dive into learning the mechanics of reporting.

Field Editing Enabled

To enable live editing of fields within a report- Click the Field Editing Enabled button and then edit cells in the Report by selecting the pencil icon. Please note that not all fields are available to be edited via a report.

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