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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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Toc

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

Integrating dashboards with Chatter


In a report, you can track the report name and description changes in the Chatter feed. The same applies to a dashboard; you can track a dashboard in the Chatter feed for:

  • Dashboard Running user

  • Dashboard unique name

  • Description

  • Title

Additionally, in a dashboard, you can post a dashboard component as a snapshot to:

  • The Chatter dashboard feed

  • The Chatter group or user feed

Feed tracking

You can utilize the Chatter feed in a dashboard to collaborate with your team, for example, to draw attention to the sales pipeline and so on.

Let's open My Dashboard, which we created earlier. Below the dashboard name, there is a panel and a link called Show Feed. Clicking on this link will display Post, File, Link, and More, as shown in the following screenshot. The feed here is the same as the Chatter feed in other objects, such as Account, Opportunity, and so on. You can get other users' attention by using @ followed by the username. Ensure that the user has access to the dashboard...

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