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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 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 (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Dashboard folders and permissions


Similar to reports, every dashboard is stored in a folder, which is called the dashboard folder. You cannot store reports in a dashboard folder, nor can you store dashboards in a report folder. We will look into permissions related to the dashboard folder later in this chapter.

In Chapter 3, Creating Your First Report, we discussed reports and the report folder. The same applies to dashboards. A few notes on dashboard folders and permissions are as follows:

  • Each dashboard is stored in a dashboard folder, not in a report folder. It can be a public dashboard folder or your private folder, called My Personal Dashboards.

  • You can easily differentiate between a report folder and a dashboard folder by looking at the folder icon, as shown in the following screenshot:

  • Depending on the user permission and folder permission, Salesforce will determine the folder's visibility and accessibility to a user, and determine the user having read-only or read-write accessibility...

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