更新时间：2021-07-15 17:14:20
cover
Title Page
Copyright
Salesforce Lightning Reporting and Dashboards
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Why subscribe?
Customer Feedback
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
Fundamentals of Salesforce Reports and Dashboards
An overview and the benefits of Salesforce
Salesforce Lightning Experience
Let's get the right term
What was before the Lightning Experience?
Let's turn the Lightning Experience on
Switch to Lightning Experience
The Salesforce object model
Standard objects
Custom objects
Object relationships
Field types
Navigating to the Setup menu
Navigating to reports and dashboards
Reports / Dashboards tab and menu
Adding to favorites
Summary
Concepts and Permissions in Reports and Dashboards
Data for reports and dashboards
Generating reports and dashboards
The report and dashboard folder
A private folder
Unfiled public folder
Public folder
Standard reports and report folders
Creating report and dashboard folders
Hands-on exercise to create a report folder
Report and dashboard folders sharing
Hands-on exercise for sharing report folders
Report permissions
Run reports
Create and customize reports
Export reports
Subscribe to reports
Dashboard permissions
Run reports permission
Creating and customizing dashboards permission
Manage dynamic dashboards permission
The View My Team's Dashboards permission
Schedule dashboards
Implementing Security in Reports and Dashboards
Securing private reports and dashboards
Using Unfiled Public Reports
Using public reports and dashboards
Sharing and securing public reports and dashboards
Report folder permissions
The Create Report Folders permission
The View Reports in Public Folders permission
The Edit My Reports permission
The Manage Reports in Public Folders permission
The Manage All Private Reports and Dashboards permission
Dashboard folder permissions
The Create Dashboard Folders permission
The Edit My Dashboards permission
The View Dashboards in Public Folders permission
The Manage Dashboards in Public Folders permission
Applying permission
Hands-on exercise for adding permission in a Profile
Hands-on exercise utilizing permission with Permission Sets
Creating and Managing Reports
Selecting the report format
Types of report format
The Tabular report format
Hands-on exercise for creating a Tabular report
The Summary report format
Hands-on exercise for creating a Summary report
The Matrix report format
Hands-on exercise for creating a Matrix report
Hands-on exercise for adding a Summary field to Matrix reports
The Joined report format
Hands-on exercise for creating a Joined report
Working with report filters
Field filter
The Filter Logic
Hands-on exercise for using the Filter Logic
The Cross Filter
