Book Image

Salesforce Lightning Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Lightning Reporting and Dashboards

By: Johan Yu

Overview of this book

Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app.
Table of Contents (13 chapters)

An overview and the benefits of Salesforce

Salesforce is an enterprise, web-based platform which can be accessed from anywhere, anytime, and on any device as long as your device is connected to the Internet. It is a cloud application, so you do not need to purchase any server/hardware, operating system, or database to use it. If you haven't already used the Salesforce platform, it is a web-based application like Gmail or Yahoo, but more than that, it allows you to configure and customize the application to suit your own business needs.

When you sign up for Salesforce, either the free developer edition or the paid version, you will be provided with an organization--a software environment. The hardware, operating system, and database are shared among all Salesforce customers within the same instance. All customers within the same instance will be in the same release. Salesforce has three feature releases every year.

You can imagine it as an apartment building block shared by many residences. In this multi-tenant environment, each organization's data, configuration, and users are completely isolated, and are not accessible by any other organization. So, when you configure your Salesforce organization, the metadata changes are only for your organization. The same is true for data; it is accessible only by your registered users.

If you've heard about cloud computing, Salesforce is a SaaS (Software as a service) model, which means that you only need to configure Salesforce to start using it. Salesforce provides everything you need to run your business--the object model, business rules, workflow and automation, page layout, report and dashboard, and so on. You just need to configure them as per your business needs. Salesforce also has its own Java-like programming language called Apex, and HTML-like visual markup language called Visualforce page for custom user interface design.

Since Salesforce's team takes care of the infrastructure, maintenance, software upgrades, backup, and performance, this benefits companies, as it brings down the IT and resources costs. As a Salesforce subscriber, you just need to support your users, and implement your business processes in the platform.

When Marc Benioff started Salesforce.com from his apartment in San Francisco back in 1999, Salesforce.com was intended to be a CRM application only, but as the platform grew and became more robust, it was extended as Force.com Platform, where you can build any kind of application beyond CRM, or get an app from AppExchange, the app marketplace for the Salesforce platform. AppExchange is similar to the App Store for iOS devices, or Google Play Store for Android devices. AppExchange is the app store (free and paid) for the Salesforce platform.

The following are a few cloud products offered by Salesforce right now:

  • Sales Cloud: Sales Cloud automates your sales process
  • Service Cloud: Service Cloud delivers an evolutionary customer service process
  • Marketing Cloud: Marketing Cloud gains from digital marketing automation
  • Community Cloud: Community Cloud connects with your customer and partner
  • Wave Analytic: Wave Analytic delivers analytics for business users and analysts
  • App Cloud: App Cloud allows you to build an app for your business needs
  • IoT Cloud: IoT Cloud is to store and process Internet of Things (IoT) data for connected devices
  • Commerce Cloud: The Commerce Cloud enables you to build a unified shopping experience

As Salesforce keeps acquiring and building new products, the preceding list may change anytime.

In short, these are the advantages of using Salesforce as compared to other on-premise applications:

  • Faster implementation schedule
  • Lower maintenance cost, since you don't have to buy or support in-house servers, and maintain resources for it
  • Scalability and robustness
  • Secure and high performance
  • Easy to expand the functionality using prebuilt solutions from AppExchange
  • Accessible from desktops, laptops, tablet, and mobile apps
  • Enterprise-level grade application for small and medium business