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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

Enabling collaboration in a report

You can utilize a Chatter feed in a report to collaborate with your teams, for example, to give attention to the Sales Pipeline report or others.

Let's look back on the items available when you open a report--there is an icon called Collaborate next to Filters, as shown in the following screenshot:

If you do not see this icon, your admin needs to enable the report for collaboration, following these steps:

  1. Navigate to Setup | Feature Settings | Chatter | Feed Tracking.
  2. Look for Report, and tick Enable Feed Tracking. You can select all fields here for tracking.
  3. Click on the Save button. This is shown in the ...
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Publisher Resources

ISBN: 9781788297387