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)

Summary

This chapter shared many tips starting with setting up collaboration in reports and dashboards using Chatter feeds and groups. We continue with tips for using parameters in a report, which is done by adding parameters to the web browser URL. This parameter overwrites the existing value defined in the report, and with this, we can change the report filter value temporarily without the need to keep editing the report. We continued by introducing Field History Tracking, as how to take advantage by simply enabling a field for history tracking. We do not need developers for this, and it can be done within minutes. We ended the chapter by looking at a hands-on exercise to use Reporting Snapshot to store daily or weekly data in a custom object.

In the next chapter, we will discuss accessing reports and dashboards from the Salesforce1 mobile app, which supports both iOS and Android...