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Salesforce Lightning Reporting and Dashboards

You're reading from   Salesforce Lightning Reporting and Dashboards Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Table of Contents (13) Chapters Close

Preface 1. Fundamentals of Salesforce Reports and Dashboards FREE CHAPTER 2. Concepts and Permissions in Reports and Dashboards 3. Implementing Security in Reports and Dashboards 4. Creating and Managing Reports 5. Understanding Report Types 6. Advanced Report Configuration 7. Adding Charts in Reports and Pages 8. Working with Reports 9. Building Dashboards in Lightning Experience 10. Learning Advanced Dashboard Configuration 11. Advanced Tips and Tricks for Reports and Dashboards 12. Dashboards and Reports in the Salesforce1 Mobile App

Preface

This book is for Salesforce administrators, business users, and managers who use Salesforce Lightning Experience in their daily work or to analyze data in Salesforce. It covers all items related to reporting and dashboards in Salesforce Lightning Experience. This book will benefit business users, who will gain knowledge ranging from creating basic reports to advanced report and dashboard configuration. Administrators will learn the entire concept of reporting and dashboards, object models, permissions related to reports and dashboards, report storage, and reporting on historical data.

Reports and dashboards are among the most powerful and easy to use features in the Salesforce platform, including Sales Cloud, Service Cloud, and Force.com, where business users are able to create and customize reports and dashboards as needed in minutes.

Business users should have basic knowledge, or should be using Salesforce in their daily work, such as logging in to the system, navigating through the Salesforce Lightning environment, creating and editing data, and running reports in Salesforce. Admin users should have basic knowledge of customizing Salesforce, such as the Setup menu, tabs, user profiles, permission sets, and standard and custom objects.

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