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)

Dashboard folder permissions

Now that we've seen permissions related to the report folder in the preceding section, let's continue with permissions related to the dashboard folder. They are pretty similar--permissions in the dashboard folder determine the ability of a user to view, create, and edit dashboards in Salesforce.

The Create Dashboard Folders permission

The Create Dashboard Folders permission gives users the ability to create a new dashboard folder. The Create and Customize Dashboards permission is required to be enabled for this permission.

When this permission is enabled, once you are in the Dashboards tab, click on the New Folder button; you will just need to provide the folder name in the Create Folder...