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Salesforce Lightning Reporting and Dashboards
Salesforce Lightning Reporting and Dashboards

Salesforce Lightning Reporting and Dashboards: Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

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Salesforce Lightning Reporting and Dashboards

Concepts and Permissions in Reports and Dashboards

This chapter will explain the concept of reports and dashboards in Salesforce, and discuss the data source to generate reports and dashboards. We will continue with the mechanism on reports and dashboards stored in Salesforce with an explanation of the types of report and dashboard folders.

We will continue with permissions, which is a basic setting that controls what a user can do in Salesforce. The same is true for reports and dashboards; many permissions surface around reports and dashboards, such as the ability to create and modify reports, export reports, schedule reports, and so on.

By end of this chapter, you will have gained a strong understanding of data use for reports and dashboards, permissions around users, and granting permissions to a user with Profile and Permission Set.

Throughout the chapter, we will provide...

Data for reports and dashboards

First things first. You can only generate a report for data that exists in your Salesforce organization, unless you purchase Salesforce Connect to connect to an external database, which maps data stored outside into your Salesforce organization; the external data source could also be another Salesforce organization. Your report quality depends on the data quality, cleanness, and completeness. Therefore, system adoption is one of the most important keys to have great data and reports in Salesforce.

Once a report is created, you can store it privately, share with other users, subscribe to notifications when data in the report is changed and meets the conditions set, or schedule it for delivery to yourself and to other users.

In Salesforce, a report is the basic requirement to build a dashboard. Each component in a dashboard needs to have a report...

Generating reports and dashboards

When you click on a report, Salesforce generates the report on the fly within seconds, and the data shown in the report is live data from your Salesforce organization. But what if I would like to see a report from yesterday's data or last week's data? No, you can generate report only for current data. If you would like to see historical data, you can set up Reporting Snapshot or Field History, but that's not the whole data snapshot on a certain date.

In the report, you can only see objects and fields that you have access to, assuming that the report is created by someone else. This means that for the same report, you may see fewer fields or columns than other users, because you do not have permission to those fields.

Similarly, for a data set, if the record is not visible to you in Salesforce, you will not see it in the report either...

The report and dashboard folder

Where are the reports and dashboards stored in Salesforce? They are stored in Folders. There is no limit on the number of reports and dashboards you can create and store. Folders created for reports can only be used to store reports, and the folders created for dashboards only to store dashboards. For simplicity in this book, let's call them the report folder and dashboard folder.

You can think of a folder here is similar to the folder in Windows Explorer, but without the drive and without a subfolder, and instead of storing files, it is used to store reports or dashboards depending on the folder type. As a folder manager, you can share the folder visibility to certain users, roles, roles and subordinates, or public groups.

Types of folders in Salesforce for reports and dashboards:

  • A private folder
  • Unfiled Public Folder (only for report)
  • Public...

Report permissions

When we discussed the report and dashboard folders in the chapter earlier, you may have noticed that we talked about permissions to create report, to create report folder, and so on. Permission is the basic setting that controls the ability of a user to do things in Salesforce including reports and dashboards.

Before we start to create a report, we'll discuss a few permissions, which determine the ability of a user to run, create, edit, export, schedule, and subscribe reports in Salesforce.

Run reports

This is the basic permission needed to run a report. Without the Run Reports permission, you will not be able to run any report in Salesforce. When you try to click on the report, you will get an error...

Dashboard permissions

After looking at report permissions in the last section, let's now look at dashboard permissions available in Salesforce. Permissions in dashboards determine the ability of a user to open, create, and edit dashboards in Salesforce.

Run reports permission

We have discussed the Run Reports permission in the Report permissions section, and we are not going to repeat that here, but we would like to emphasize that dashboards in Salesforce are based on reports. Each dashboard component in Salesforce is supported by a report as the backend data source.

To allow a user to open or view a dashboard in Salesforce, the user needs to have the permission to run reports, and the dashboard viewing user must have...

Summary

In this chapter, we started with a discussion on source data, and that a Salesforce report is generated based on the live data in Salesforce. It shows only the data and fields that the user has access to and visibility of. Reports are needed to build dashboards, because each dashboard component needs to have a report to serve as the data source. A dashboard in Salesforce is not auto-refreshed when the user opens it; the user needs to refresh it, or schedule it for a refresh.

We continued with how and where reports and dashboards are stored in Salesforce, that is, folders. We discussed multiple types of folders: private, public, and standard. We also discussed the types of user access levels to the folders.

Next, we learned about permissions, where permission is the basic that controls what a user can do and see in Salesforce, including reports and dashboards. We walked...

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Key benefits

  • Visualize and create advanced reports and dashboards using Lightning Experience
  • Improve overall business efficiency with advanced and effective reports and dashboards
  • Understand and create custom reports and dashboards

Description

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.

Who is this book for?

This book is targeted at Salesforce.com administrators, business analysts, and managers who use Salesforce.com for their daily job and want to learn in depth about Salesforce Reporting and Dashboard in Lightning Experience. Readers should have a basic knowledge of Salesforce, such as: Accounts, Contacts, Leads, Opportunities and custom objects.

What you will learn

  • • Navigate in Salesforce.com within the Lightning Experience user interface
  • • Secure and share your reports and dashboards with other users
  • • Create, manage, and maintain reports using Report Builder
  • • Learn how the report type can affect the report generated
  • • Explore the report and dashboard folder and the sharing model
  • • Create reports with multiple formats and custom report types
  • • Explore various dashboard features in Lightning Experience
  • • Use Salesforce1, including accessing reports and dashboards
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Aug 03, 2017
Length: 402 pages
Edition : 1st
Language : English
ISBN-13 : 9781788297387
Vendor :
Salesforce
Category :
Concepts :
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Product Details

Publication date : Aug 03, 2017
Length: 402 pages
Edition : 1st
Language : English
ISBN-13 : 9781788297387
Vendor :
Salesforce
Category :
Concepts :
Tools :

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Table of Contents

12 Chapters
Fundamentals of Salesforce Reports and Dashboards Chevron down icon Chevron up icon
Concepts and Permissions in Reports and Dashboards Chevron down icon Chevron up icon
Implementing Security in Reports and Dashboards Chevron down icon Chevron up icon
Creating and Managing Reports Chevron down icon Chevron up icon
Understanding Report Types Chevron down icon Chevron up icon
Advanced Report Configuration Chevron down icon Chevron up icon
Adding Charts in Reports and Pages Chevron down icon Chevron up icon
Working with Reports Chevron down icon Chevron up icon
Building Dashboards in Lightning Experience Chevron down icon Chevron up icon
Learning Advanced Dashboard Configuration Chevron down icon Chevron up icon
Advanced Tips and Tricks for Reports and Dashboards Chevron down icon Chevron up icon
Dashboards and Reports in the Salesforce1 Mobile App Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Half star icon Empty star icon Empty star icon 2.7
(3 Ratings)
5 star 33.3%
4 star 0%
3 star 0%
2 star 33.3%
1 star 33.3%
Mora Sep 17, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
thank you
Amazon Verified review Amazon
Desertrat May 24, 2023
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
The pics in the book are super outdated. If you're using Salesforce Lightning, forget it.
Amazon Verified review Amazon
Reiner H. Mar 29, 2019
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
Kaum zu gebrauchen, viel allgemeiner Text und Informationen. Insbesondere werden die meisten Praxisbeispiele basierend auf SFDC Classic erklärt und beschrieben, obwohl der Titel des Buches SFDC Lightening suggeriert.
Amazon Verified review Amazon
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Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

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Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

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Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

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Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela