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)

Dashboards and Reports in the Salesforce1 Mobile App

This chapter will discuss how to access your reports and dashboards using the default Salesforce mobile app called Salesforce1. Salesforce1 is an app to experience Salesforce from any mobile and tablet device, and brings all your Chatter, CRM, custom apps, and business processes together in a unified, modern experience for any Salesforce user. With the power of the Salesforce1 platform, you can now customize and build any app, and instantly deploy that functionality through the Salesforce1 app. And the best part for customers is that this app is available for free--you just need to enter your Salesforce username and password.

We will not go through the Salesforce1 app in detail: installation, permissions, configuration, notification, action, approval, event, and navigation. But we will discuss, in depth, topics such as accessing...