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)

Reports and dashboards collaboration with Chatter

Salesforce offers Chatter as a collaboration platform in the system, similar to Facebook, where you can post messages, photos, and so on. You will also be able to create a group and collaborate within the group. Furthermore, with a Chatter feed, you can collaborate with other users at the record level, such as Account, Opportunity, and other objects; this includes reports and dashboards.

Enabling collaboration in a report

You can utilize a Chatter feed in a report to collaborate with your teams, for example, to give attention to the Sales Pipeline report or others.

Let's look back on the items available when you open a report--there is an icon called Collaborate next to...