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


This chapter concluded the topic of dashboards. We started with implementing a dashboard filter so that a dashboard can be used for multiple scenarios, instead of creating a dashboard for each criterion.

We continued with a deep dive into dynamic dashboards. You learned how they are different from normal dashboards, how to create dynamic dashboards, and the limitations of using dynamic dashboards.

We concluded with drill-down options in the dashboard component into reports used as source data, including drill down to filtered source report. Furthermore, we discussed report drilldowns by fields and by selected groups. Finally, we explored how to get prebuilt dashboards from AppExchange, whether they are free or paid.

In the next chapter, we will discuss how to access historical data and the setup required for that. We will cover a few options on how to access historical data and the limitations for each option.