August 2017
Beginner to intermediate
402 pages
8h 32m
English
Content preview from Salesforce Lightning Reporting and Dashboards
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Creating a Summary report
We will not go through each step to create a report, as it has been covered in detail in earlier chapters. This report needs to be in a Summary format--group by Stage, add the Amount column, and summarize it with Sum. See the next screenshot, and make sure you get a similar one.
You can store the report in any folder as long as the running user is able to access the report. But, as a good practice, create a new report folder purposely only for Reporting Snapshot.
Let us name this report as Opportunity by Stage (for Snapshot):
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.