August 2017
Beginner to intermediate
402 pages
8h 32m
English
Content preview from Salesforce Lightning Reporting and Dashboards
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Hands-on exercise for sharing report folders
Now, let us explain, step-by-step, how to share a report folder.
Use case: You would like to share the My First Report Folder folder with a user with the role as CEO with the level of access as Viewer, and to a Finance Manager, let's named it Jack Fin as folder Manager (you can use other usernames for this exercise). Assume the role CEO exists, and a user with the name Jack Fin has been created.
- Navigate to the Reports tab.
- Click on the report folder My First Report Folder created earlier, hover your mouse over the report folder name, and click on the pin icon, then on Share:
- It will open a popup ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.