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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

Share a dashboard snapshot with the Chatter feed


If you remember in Chapter 6, Creating Your First Dashboard, we explained the ability to post dashboard snapshots to the dashboard feed or user/group feed from Salesforce in web browsers. This can be done in the Salesforce1 app as well, by performing these steps:

  1. Open the dashboard from the Salesforce1 app.

  2. Tap on the dashboard component.

  3. Look for the icon in the bottom-right corner of the screen.

  4. Tap on the icon and enter text as you need. You can also mention the users with the tap user icon. The users will get an e-mail if Chatter e-mail notification is enabled for Mentions me in a comment.

  5. When other users see your Chatter page, they will also see the dashboard snapshot in your Chatter feed.

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