Salesforce Lightning Reporting and Dashboards

Learn how to build advanced reports and dashboards in Salesforce Lightning experience

Key Features

• Visualize and create advanced reports and dashboards using Lightning Experience
• Improve overall business efficiency with advanced and effective reports and dashboards
• Understand and create custom reports and dashboards

Book Description

What you will learn

• Navigate in Salesforce.com within the Lightning Experience user interface
• Secure and share your reports and dashboards with other users
• Create, manage, and maintain reports using Report Builder
• Learn how the report type can affect the report generated
• Explore the report and dashboard folder and the sharing model
• Create reports with multiple formats and custom report types
• Explore various dashboard features in Lightning Experience
• Use Salesforce1, including accessing reports and dashboards

Who this book is for

This book is targeted at Salesforce.com administrators, business analysts, and managers who use Salesforce.com for their daily job and want to learn in depth about Salesforce Reporting and Dashboard in Lightning Experience. Readers should have a basic knowledge of Salesforce, such as: Accounts, Contacts, Leads, Opportunities and custom objects.