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)

Accessing offline

The Salesforce1 app supports offline access. You can read, create, and edit existing records that you recently accessed. When you get an internet connection again, the data added or modified will auto-sync back to Salesforce. Records pending sync will be marked with a green triangle and white arrow. However, offline access is not possible for Salesforce mobile web browsers.

To enable offline support for the Salesforce1 app, navigate to Setup | Apps | Mobile Apps | Salesforce1 Offline, tick Enable Caching in Salesforce1, and tick Enable offline create, edit, and delete in Salesforce1. This is only for the Salesforce1 app installed on your devices, not for the Salesforce1 mobile browser app.

When the offline setting is enabled, you will also be able to access the reports and dashboards recently opened in the offline mode, including a drill down to the record detail...