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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

The report and dashboard folder

Where are the reports and dashboards stored in Salesforce? They are stored in Folders. There is no limit on the number of reports and dashboards you can create and store. Folders created for reports can only be used to store reports, and the folders created for dashboards only to store dashboards. For simplicity in this book, let's call them the report folder and dashboard folder.

You can think of a folder here is similar to the folder in Windows Explorer, but without the drive and without a subfolder, and instead of storing files, it is used to store reports or dashboards depending on the folder type. As a folder manager, you can share the folder visibility to certain users, roles, roles and subordinates, ...

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Publisher Resources

ISBN: 9781788297387