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)

Advanced Tips and Tricks for Reports and Dashboards

We discussed reports in detail from Chapter 4, Creating and Managing Reports to Chapter 8, Working with Reports then dashboards in Chapter 9, Building Dashboards in Lightning Experience and Chapter 10, Learning Advanced Dashboard Configuration, thus covering almost everything about reports and dashboards in Salesforce Lightning. In this chapter, we are going to share more advanced topics on reports and dashboards, and some tips and tricks related to reporting and dashboards.

We will start with a topic on how to implement collaboration using Chatter in reports and dashboards, including feed tracking, and posting dashboard component to Chatter feeds and groups. We will continue to learn tips on using URL parameters in the report to change filter values dynamically, without the need to edit the dashboard.

Field history tracking...