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
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Dashboard permissions


Before we start to create the dashboard, let's discuss permissions related to the ability of a user to view, create, and edit dashboards in Salesforce.

Run Reports

We discussed the Run Reports permission in Chapter 3, Creating Your First Report. We are not going to repeat that, but here, we would like to emphasize that a dashboard in Salesforce is based on reports. Each dashboard component in Salesforce is supported by a report as the backend data source.

To allow other users to view the dashboard, the user needs the permission to run reports and be able to access the report used as a data source for a dashboard component.

Without the Run Reports permission, the user will get the Insufficient Privileges error after clicking on the Dashboard tab. The same happens in the Home tab; the dashboard section will be blank when the user does not have this permission.

Run Reports is a basic permission for the user to work with reports and dashboards, including just as a viewer.

Create...