Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Salesforce Lightning Reporting and Dashboards
  • Table Of Contents Toc
Salesforce Lightning Reporting and Dashboards

Salesforce Lightning Reporting and Dashboards

By : Johan Yu
2.7 (3)
close
close
Salesforce Lightning Reporting and Dashboards

Salesforce Lightning Reporting and Dashboards

2.7 (3)
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)
close
close

Summary

In this chapter, we went through the types of chart available in Salesforce Lightning. Anyone able to run the report will be able to add or modify the chart on-the-fly when running the report. This includes users without the permission to create and customize the report. We also discussed report formats that support the addition of a chart.

If a chart is added to the report and the report is stored in public folders, we can embed the chart into the record page layout. We can have up to two charts in a page record. Only the system admin or a user with a customizing application permission is able to add a chart to the page layout. You have the option to set the chart to auto-refresh in 24 hours or get it refreshed manually by the user.

In the next chapter, we will discuss how to work with reports. Reports in Lightning offer many features for us the explore; we can then analyze...

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Salesforce Lightning Reporting and Dashboards
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon