Question: What is a recommended approach when training users to create and manage reports in Salesforce? Allow only administrators to create all reports to ensure accuracy
What is a recommended approach when training users to create and manage reports in Salesforce?
Allow only administrators to create all reports to ensure accuracy and consistency.
Train business leaders to understand report capabilities and how reports roll up into dashboards.
Restrict users from accessing the Report tab to avoid data duplication.
Create separate reports for contacts and accounts to maintain data integrity.
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