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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

History reports

Another option to get a history tracking value is using a report. The user just needs to have the Run Report permission, and the permission to access the object to run the report created.

To create the report, start by selecting a custom report type such as Account History report, as shown in the following screenshot:

By default, it will show My accounts, but you can modify it like a normal report. Add a filter, add groupings, change the report format, and add/remove fields of the report. If you look at the left panel for field availability, only fields from the History Data group will contain historical data, while other fields ...

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Publisher Resources

ISBN: 9781788297387