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)

Implementing Security in Reports and Dashboards

This chapter will explain how you can secure reports and dashboards in Salesforce. As we discussed in the Chapter 2, Concepts and Permissions in Reports and Dashboards, each report and dashboard are stored in a folder, and the report and dashboard accessibilities are controlled by the folder that stores the report and dashboard--not by the report or dashboard itself.

We also discussed permissions related to reports and dashboards in the previous chapter. In this chapter, we will continue with permissions related to the reports and dashboards folder. There are many permissions available related to folders, for example, a user with certain permissions will be able to see all public folders, even if the username is not added in the folder. We'll go through all these scenarios.

By the end of this chapter, you will have gained a...