Book Image

Salesforce Lightning Cookbook

By : Syed Chand Shah
Book Image

Salesforce Lightning Cookbook

By: Syed Chand Shah

Overview of this book

<p><span id="description" class="sugar_field">The new Lightning Experience combines three major components—Lightning Design System, Lightning App Builder, and Lightning Components—to enable anyone to quickly and easily create beautiful, modern enterprise apps. If you wish to meet the challenges that Lightning throws at you head-on, then look no further because this practical book will be your faithful companion and ensure that you make best use of the Lightning platform.</span></p> <p><span class="sugar_field"><span id="description" class="sugar_field"> The book starts by walking you through the three major Lightning Components and helps you enable and configure a Lightning solution. You will explore the art of working with standard components and build a basic layout for the application. Then, you will add more advanced components using the Lightning Framework. Finally, you will also build and migrate reports and dashboards to make your app look more professional. Towards the end of the book, you’ll make use of Design System to work with Salesforce data and lay out the entire page with the components that you’ve built, before integrating Visualforce in your application.</span> </span></p>
Table of Contents (11 chapters)

Reports and dashboards


In this recipe, we are going to take a look at how classic reports are used in Lightning, and the considerations for using classic reports and dashboards in Lightning Experience.

Getting ready

First of all, we need to enable Lightning Report Builder for the organization. It is very simple to handle the system administrators, we will use permission sets for that purpose. We use a permission set, and we will assign it to the user. Once we assign the permission set to the user, we create a Lightning report, and we use report filters—a very beautiful feature rich function in Lightning Report Builder to create a Lightning dashboard and for using classic reports and dashboards in Lightning Experience.

How to do it…

  1. Start the App Launcher. In All Items, you can find Reports. You will get the New Report button. This is the Lightning Experience report:
  1. Once you click on the Lightning Experience report, you will get a feature-rich Lightning Report Builder:

How it works…

There are two...