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


We started this chapter with permissions related to dashboards, and then continued with dashboard folders and the permissions related to a dashboard folder. Next, we discussed the definition of a Salesforce dashboard and how it is created.

A dashboard component is an important area in building dashboards in Salesforce. Finally, we created a dashboard from scratch by modifying some attributes and using a few types of charts.

We concluded this chapter with how to relate dashboards to Chatter for collaboration with other users, using the Chatter feed, and posting snapshots to a feed, a Chatter group, or a user feed.

In the next chapter, we will continue with dashboards. We will discuss advanced configuration of dashboards, including how to manipulate the dashboard component results using dashboard filters and dynamic dashboards.