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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

Navigating to the Setup menu

Once you log into Salesforce, click on the gear icon in the top-right corner of the window, then click on the Setup link. This will open the Setup page in a new tab of the web browser.

In the left panel, there are many links for you to configure Salesforce. These links can be categorized into three main categories: ADMINISTRATION, PLATFORM TOOLS, and SETTINGS. Each category has many menus. For each menu, start with arrow >, click on the menu to open the submenu.

If you are not a system admin, you may see fewer menu options in the Setup page, or you may not even see the Setup page at all--it depends on the permission given to you.

If you know a setup name, but do not remember where it is located, or whether it is a part of a menu, you can type the setup name into the Quick Find textbox at the top of the panel; this will filter all setup menus quickly, as shown in the following screenshot:

The center panel shows the last ten items most recently used in the Setup page (not records). Click on any link in that panel to open the related setup item. The top-right panel will give an admin shortcut to quickly create single or multiple users, custom object, custom tab, email template, and workflow process.

You have been reading a chapter from
Salesforce Lightning Reporting and Dashboards
Published in: Aug 2017
Publisher: Packt
ISBN-13: 9781788297387
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