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)

Getting more from AppExchange

If you are not familiar with AppExchange, it is a business app store hosted by Salesforce.com for Salesforce users. You can find thousands of apps to be installed into your Salesforce instance to meet or enhance your business needs. Some of the apps are free, while many have a license fee. They are built by Salesforce partners. In addition, there are some sample apps that have been provided by Salesforce Labs. Salesforce Labs does not support the apps they post on the AppExchange, but it offers many examples of Salesforce features that help admins learn how to use these features.

The app installed from AppExchange is considered a third-party app, which means it is not supported by the Salesforce Support team. For paid apps, usually, the developer will provide their support for their app.

To reach Salesforce AppExchange, navigate to https://appexchange...