This book is written for business analysts, reporting analysts, sales representatives, sales operations, and Salesforce administrators. This book is also for users who want to learn about Salesforce reporting and dashboards in depth using Lightning Experience. You will gain knowledge of items related to reports and dashboards in Salesforce, starting from creating basic reports and customizing them, and moving up to the most advanced reports and dashboards in Salesforce Lightning Experience.
Salesforce Lightning Reporting and Dashboards
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Salesforce Lightning Reporting and Dashboards
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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.
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Current Title:
Salesforce Lightning Reporting and Dashboards
Table of Contents (13 chapters)
Preface
Free Chapter
Fundamentals of Salesforce Reports and Dashboards
Concepts and Permissions in Reports and Dashboards
Implementing Security in Reports and Dashboards
Creating and Managing Reports
Understanding Report Types
Advanced Report Configuration
Adding Charts in Reports and Pages
Working with Reports
Building Dashboards in Lightning Experience
Learning Advanced Dashboard Configuration
Advanced Tips and Tricks for Reports and Dashboards
Dashboards and Reports in the Salesforce1 Mobile App
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