August 2017
Beginner to intermediate
402 pages
8h 32m
English
Let's start with opening a report in Salesforce Lightning; remember that reports are stored in the report folder, either in a private or public folder. Private reports are only accessible by the user who saves the report into the My Personal Custom Reports folder. We have discussed this in depth in Chapter 2, Concepts and Permissions in Reports and Dashboards, please refer to that chapter for a refresher on permissions.
There are multiple ways to open a report in Salesforce Lightning. First, click on the Reports tab.
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