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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

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...

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