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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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Toc

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

Accessing offline

The Salesforce1 app supports offline access. You can read, create, and edit existing records that you recently accessed. When you get an internet connection again, the data added or modified will auto-sync back to Salesforce. Records pending sync will be marked with a green triangle and white arrow. However, offline access is not possible for Salesforce mobile web browsers.

To enable offline support for the Salesforce1 app, navigate to Setup | Apps | Mobile Apps | Salesforce1 Offline, tick Enable Caching in Salesforce1, and tick Enable offline create, edit, and delete in Salesforce1. This is only for the Salesforce1 app installed on your devices, not for the Salesforce1 mobile browser app.

When the offline setting is enabled, you will also be able to access the reports and dashboards recently opened in the offline mode, including a drill down to the record detail...

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