Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Salesforce Reporting and Dashboards
  • Table Of Contents Toc
Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

By : Johan Yu
4.1 (9)
close
close
Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

4.1 (9)
By: Johan Yu

Overview of this book

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.
Table of Contents (11 chapters)
close
close
10
Index

Working with a dashboard in the Salesforce1 app


To access a dashboard in Salesforce1, tap on the navigation menu and scroll down to the Dashboards menu under the APPS section. You will find the same dashboard as you see on the Salesforce website.

As a minimum, you need the Run Reports permission to open a dashboard stored in a dashboard folder. Permission needed to open a dashboard in Salesforce1 is exactly the same with permissions you need to open the dashboard using web browser.

The Dashboard menu's visibility in Salesforce1 does not depend on the Tab Settings in the user's profile. Once you tap on the Dashboards menu, it will open a list of the recent dashboards that you have opened.

To refresh the dashboard from the mobile app, tap on the refresh icon at the bottom of the screen. It will prompt you to confirm the refreshed dashboard.

Salesforce1 app version 6.0 and later versions support offline read-only access. You are able to open the most recent dashboards you worked on from the Salesforce1...

Visually different images
CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Salesforce Reporting and Dashboards
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon