Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Salesforce Lightning Reporting and Dashboards
  • Toc
  • feedback
Salesforce Lightning Reporting and Dashboards

Salesforce Lightning Reporting and Dashboards

By : Johan Yu
2.7 (3)
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

Summary

This chapter concludes the dashboard section in general in this book. We started with implementing a dashboard filter so that a dashboard could be used for multiple scenarios instead of creating a dashboard for each criterion.

We continued with a deep dive into dynamic dashboards, looked at how they are different from normal dashboards, covered how to create a dynamic dashboard, and finally discussed the limitations of using dynamic dashboards.

We covered drill down options in dashboards related to the dashboard filter and report filters and we explained how to get prebuilt dashboards from AppExchange, whether free or paid for. In the last topic of this chapter, we built a sample complete dashboard from scratch, using reports, dashboard components, dashboard filters, and enabling dynamic dashboards.

In the next chapter, we will discuss advanced tips and tricks related...

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech
bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete