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

Chapter 9. Dashboards and Reports in Salesforce1

This chapter will show you how to access your dashboards and reports from your smart phone using the newest Salesforce mobile app, "Salesforce1". We will not go through the details of Salesforce1 app installation, permissions, configuration, notifications, actions, approvals, events, and navigations. But we will discuss accessing dashboards and reports with Salesforce1 in depth, including access from a mobile web browser.

We will also discuss another app in brief at the end of this chapter—Salesforce Mobile Dashboards. However, this is not the main app for access to your Salesforce data.

The discussion in this chapter is based on Salesforce1 version 7.1, and the following topics will be covered:

  • Introduction to the Salesforce1 app

  • Working with dashboards in Salesforce1

  • Sharing dashboard snapshots with the Chatter feed

  • Working with reports in Salesforce1

  • Limitations of Salesforce1

  • The Salesforce Mobile Dashboards app