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)

Navigating to the Setup menu

Once you log into Salesforce, click on the gear icon in the top-right corner of the window, then click on the Setup link. This will open the Setup page in a new tab of the web browser.

In the left panel, there are many links for you to configure Salesforce. These links can be categorized into three main categories: ADMINISTRATION, PLATFORM TOOLS, and SETTINGS. Each category has many menus. For each menu, start with arrow >, click on the menu to open the submenu.

If you are not a system admin, you may see fewer menu options in the Setup page, or you may not even see the Setup page at all--it depends on the permission given to you.

If you know a setup name, but do not remember where it is located, or whether it is a part of a menu, you can type the setup name into the Quick Find textbox at the top of the panel; this will filter all setup menus quickly, as shown in the following screenshot:

The center panel shows the last ten items most recently used in the Setup page (not records). Click on any link in that panel to open the related setup item. The top-right panel will give an admin shortcut to quickly create single or multiple users, custom object, custom tab, email template, and workflow process.