Salesforce Lightning Reporting and Dashboards by Johan Yu PDF

By Johan Yu

Key Features

  • Visualize and create complex reviews and dashboards utilizing Lightning Experience
  • Improve total company potency with complicated and potent stories and dashboards
  • Understand and create customized stories and dashboards

Book Description

Built at the Salesforce App Cloud, the recent Lightning adventure combines the hot Lightning layout method, Lightning App Builder, and Lightning parts to let someone to speedy and simply create smooth firm apps.

The ebook will commence with a gradual advent to the fundamentals of Salesforce studies and dashboards. it is going to additionally clarify the best way to entry stories extensive. you then will how one can create and deal with stories, to exploit time table file, and create complicated record configurations. the subsequent part talks approximately dashboards and should provide help to comprehend and evaluate numerous varieties of dashboard part and the way you could profit the main from every one of them. Then we stream directly to complicated subject matters and clarify suggestions and tips on the topic of stories and dashboards, together with reporting snapshots, document parameters, and collaboration.

Finally, we'll speak about find out how to entry dashboards and stories from the Salesforce1 cellular app.

What you are going to learn

  • Navigate in Salesforce.com in the Lightning adventure person interface
  • Secure and proportion your reviews and dashboards with different users
  • Create, deal with, and preserve experiences utilizing record Builder
  • Learn how the file variety can impact the document generated
  • Explore the document and dashboard folder and the sharing model
  • Create studies with a number of codecs and customized document types
  • Explore numerous dashboard good points in Lightning Experience
  • Use Salesforce1, together with gaining access to reviews and dashboards

About the Author

Johan Yu has greater than 19 years of expertise operating within the IT quarter throughout MNCs and at a number one Salesforce consulting corporation within the Asia-Pacific zone. He has spent greater than 12 years operating with Salesforce expertise, beginning his occupation as a developer, crew chief, and technical supervisor, between many different hard roles.

Based in Singapore, Johan holds 12X energetic Salesforce certifications, starting from Administrator to Architect/Designer certifications. In his spare time, he enjoys writing blogs and answering questions within the Salesforce good fortune Community.

In could 2014, Johan turned the 1st Salesforce MVP, not just from Singapore, but in addition from Southeast Asia. he's additionally the chief of the Salesforce Singapore person team and is eager to aid contributors resolve matters concerning configuration, implementation, and adoption, till extra technical matters arrive.

Table of Contents

  1. Fundamental of Salesforce document and Dashboard
  2. Concept and Permissions in file and Dashboard
  3. Implementing safeguard in document and Dashboard
  4. Create and deal with file with record Builder
  5. Understanding record Type
  6. Advance file Configuration
  7. Adding Chart in document and Page
  8. Working with Reports
  9. Building Dashboards in Lightning Experience
  10. Learning complex Dashboard Configuration
  11. Advanced guidance and methods for stories and Dashboards
  12. Dashboards and studies within the Salesforce1 cellular App

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Salesforce Lightning Reporting and Dashboards by Johan Yu


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