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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

Navigating to the Setup menu

Once you log into Salesforce, click on the gear icon in the top-right corner of the window, then click on the Setup link. This will open the Setup page in a new tab of the web browser.

In the left panel, there are many links for you to configure Salesforce. These links can be categorized into three main categories: ADMINISTRATION, PLATFORM TOOLS, and SETTINGS. Each category has many menus. For each menu, start with arrow >, click on the menu to open the submenu.

If you are not a system admin, you may see fewer menu options in the Setup page, or you may not even see the Setup page at all--it depends on the permission ...

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Publisher Resources

ISBN: 9781788297387