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Salesforce Lightning Reporting and Dashboards
book

Salesforce Lightning Reporting and Dashboards

by Johan Yu
August 2017
Beginner to intermediate
402 pages
8h 32m
English
Packt Publishing
Content preview from Salesforce Lightning Reporting and Dashboards

Embedding a report chart in an object page

Wouldn't it be nice if you could present in the chart all opportunities for an account, directly on the Account page and group by Opportunity Stage? The same is having a chart showing tickets raised by the account related to Customer Support on the Account page, or for other custom objects. This is a great feature out-of-the-box from Salesforce for embedding report charts into standard or custom object pages.

Instead of showing all records based on the standard report result, embedded charts allow us to filter only records related to the record or record the parent record in the page layout, for example, on the Account page, only opportunities related to the account. By looking at the chart here, ...

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Publisher Resources

ISBN: 9781788297387