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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

An overview and the benefits of Salesforce

Salesforce is an enterprise, web-based platform which can be accessed from anywhere, anytime, and on any device as long as your device is connected to the Internet. It is a cloud application, so you do not need to purchase any server/hardware, operating system, or database to use it. If you haven't already used the Salesforce platform, it is a web-based application like Gmail or Yahoo, but more than that, it allows you to configure and customize the application to suit your own business needs.

When you sign up for Salesforce, either the free developer edition or the paid version, you will be provided with an organization--a software environment. The hardware, operating system, and database are shared among all Salesforce customers within the same instance. All customers within the same instance will be in the same release. Salesforce has three feature releases every year.

You can imagine it as an apartment building block shared by many residences. In this multi-tenant environment, each organization's data, configuration, and users are completely isolated, and are not accessible by any other organization. So, when you configure your Salesforce organization, the metadata changes are only for your organization. The same is true for data; it is accessible only by your registered users.

If you've heard about cloud computing, Salesforce is a SaaS (Software as a service) model, which means that you only need to configure Salesforce to start using it. Salesforce provides everything you need to run your business--the object model, business rules, workflow and automation, page layout, report and dashboard, and so on. You just need to configure them as per your business needs. Salesforce also has its own Java-like programming language called Apex, and HTML-like visual markup language called Visualforce page for custom user interface design.

Since Salesforce's team takes care of the infrastructure, maintenance, software upgrades, backup, and performance, this benefits companies, as it brings down the IT and resources costs. As a Salesforce subscriber, you just need to support your users, and implement your business processes in the platform.

When Marc Benioff started Salesforce.com from his apartment in San Francisco back in 1999, Salesforce.com was intended to be a CRM application only, but as the platform grew and became more robust, it was extended as Force.com Platform, where you can build any kind of application beyond CRM, or get an app from AppExchange, the app marketplace for the Salesforce platform. AppExchange is similar to the App Store for iOS devices, or Google Play Store for Android devices. AppExchange is the app store (free and paid) for the Salesforce platform.

The following are a few cloud products offered by Salesforce right now:

  • Sales Cloud: Sales Cloud automates your sales process
  • Service Cloud: Service Cloud delivers an evolutionary customer service process
  • Marketing Cloud: Marketing Cloud gains from digital marketing automation
  • Community Cloud: Community Cloud connects with your customer and partner
  • Wave Analytic: Wave Analytic delivers analytics for business users and analysts
  • App Cloud: App Cloud allows you to build an app for your business needs
  • IoT Cloud: IoT Cloud is to store and process Internet of Things (IoT) data for connected devices
  • Commerce Cloud: The Commerce Cloud enables you to build a unified shopping experience

As Salesforce keeps acquiring and building new products, the preceding list may change anytime.

In short, these are the advantages of using Salesforce as compared to other on-premise applications:

  • Faster implementation schedule
  • Lower maintenance cost, since you don't have to buy or support in-house servers, and maintain resources for it
  • Scalability and robustness
  • Secure and high performance
  • Easy to expand the functionality using prebuilt solutions from AppExchange
  • Accessible from desktops, laptops, tablet, and mobile apps
  • Enterprise-level grade application for small and medium business
You have been reading a chapter from
Salesforce Lightning Reporting and Dashboards
Published in: Aug 2017
Publisher: Packt
ISBN-13: 9781788297387
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