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)

Applying permission

Now you've understood that the ability to run a report, create a report, export a report, create a dashboard, and so on is controlled by permissions--only users granted with these permissions are able to perform such activities, as we discussed in the previous sections.

Securing a report or dashboard means to make sure the report or dashboard is accessible only to users that should have access; some users may just need to be able to run a report, but not to modify it. This is controlled in the folder that stores the report or dashboard instead of the report or dashboard itself. Managers of the folder are able to configure and share the folder with other users, and determine their access level.

Earlier in this chapter, we also mentioned that there are many types of permissions related to report and dashboard folders. With additional permission, a user will...