In this chapter, we started with a discussion on source data, and that a Salesforce report is generated based on the live data in Salesforce. It shows only the data and fields that the user has access to and visibility of. Reports are needed to build dashboards, because each dashboard component needs to have a report to serve as the data source. A dashboard in Salesforce is not auto-refreshed when the user opens it; the user needs to refresh it, or schedule it for a refresh.
We continued with how and where reports and dashboards are stored in Salesforce, that is, folders. We discussed multiple types of folders: private, public, and standard. We also discussed the types of user access levels to the folders.
Next, we learned about permissions, where permission is the basic that controls what a user can do and see in Salesforce, including reports and dashboards. We walked...