O'Reilly logo

Salesforce Reporting and Dashboards by Johan Yu

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 7. Learning Advanced Dashboard Configuration

In Chapter 6, Creating Your First Dashboard, we discussed basic dashboard creation, starting with various permissions related to the dashboard and dashboard folder. You learned the basic structure of a dashboard, how it is related to the report, and where it is defined and stored in the Salesforce platform. We continued with the dashboard component, which is the heart and soul of dashboards in Salesforce. Finally, we created a dashboard from scratch, enhanced it, and utilized Chatter to share the dashboard with your team.

In this chapter, you will continue to learn and create advanced dashboards using out-of-the-box functions offered by Salesforce. We will start with the dashboard filter, how ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required