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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

Using public reports and dashboards

We discussed Public Folder in Chapter 2, Concepts and Permissions in Reports and Dashboards, all reports and dashboards stored in public folder is known as public report and public dashboard. Public report is one of the easiest ways to make sure that your team sees its data as defined, for example, the report My Team's Pipeline Next Quarter will show all the opportunities under your team (yourself and your subordinates, including the subordinates of your subordinates--imagine this as multilevel hierarchy) that need to be closed by the next quarter. Your organization may have its own pipeline stages, and maybe, a different quarter period. With a shared team report, all sales managers will see the correct pipeline for their team, while a sales representative (individual contributor) will see the pipeline for himself, with defined stages and...

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