Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
About the Author
About the Reviewers


In this chapter, we thoroughly discussed the components related to report creation. We started with the types of permissions related to reports. Users without appropriate report permissions will not be able to perform some activities; for example, not everyone is allowed to export reports. The same applies to other permissions. They are assigned via profiles or using permission sets to assign permissions for specific users.

We continued with the report folder, where each report is stored in a report folder. With folder sharing, we can determine which users are able to access which report folder. Just allow Run Reports or even modify existing reports.

We discussed multiple components in Report Builder, continuing with report types, which determine records and fields available in the report generated. When the standard report type is not able to generate reports as required, we can create custom report types with specific fields and data sources.

At the end of the chapter, we created...