Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases now! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
Arrow right icon
View More author details
Toc

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

Summary

This chapter shared many tips starting with setting up collaboration in reports and dashboards using Chatter feeds and groups. We continue with tips for using parameters in a report, which is done by adding parameters to the web browser URL. This parameter overwrites the existing value defined in the report, and with this, we can change the report filter value temporarily without the need to keep editing the report. We continued by introducing Field History Tracking, as how to take advantage by simply enabling a field for history tracking. We do not need developers for this, and it can be done within minutes. We ended the chapter by looking at a hands-on exercise to use Reporting Snapshot to store daily or weekly data in a custom object.

In the next chapter, we will discuss accessing reports and dashboards from the Salesforce1 mobile app, which supports both iOS and Android...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime