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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

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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

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Aug 03, 2017
Length: 402 pages
Edition : 1st
Language : English
ISBN-13 : 9781788296731
Vendor :
Salesforce
Category :
Concepts :
Tools :

What do you get with eBook?

Product feature icon Instant access to your Digital eBook purchase
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want

Product Details

Publication date : Aug 03, 2017
Length: 402 pages
Edition : 1st
Language : English
ISBN-13 : 9781788296731
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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