Packt+ | Advance your knowledge in tech

You're reading from Salesforce Lightning Reporting and Dashboards Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

Product type Paperback

Published in Aug 2017

Publisher Packt

ISBN-13 9781788297387

Length 402 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Johan Yu

View More author details

Table of Contents (20) Chapters

Title Page

Credits

Foreword

About the Author

About the Reviewers

www.PacktPub.com

Customer Feedback

Preface

1. Fundamentals of Salesforce Reports and Dashboards FREE CHAPTER

2. Concepts and Permissions in Reports and Dashboards

3. Implementing Security in Reports and Dashboards

4. Creating and Managing Reports

5. Understanding Report Types

6. Advanced Report Configuration

7. Adding Charts in Reports and Pages

8. Working with Reports

9. Building Dashboards in Lightning Experience

10. Learning Advanced Dashboard Configuration

11. Advanced Tips and Tricks for Reports and Dashboards

12. Dashboards and Reports in the Salesforce1 Mobile App

Dashboard permissions

After looking at report permissions in the last section, let's now look at dashboard permissions available in Salesforce. Permissions in dashboards determine the ability of a user to open, create, and edit dashboards in Salesforce.

Run reports permission

We have discussed the Run Reports permission in the Report permissions section, and we are not going to repeat that here, but we would like to emphasize that dashboards in Salesforce are based on reports. Each dashboard component in Salesforce is supported by a report as the backend data source.

To allow a user to open or view a dashboard in Salesforce, the user needs to have the permission to run reports, and the dashboard viewing user must have access to the reports used as the data source for the dashboard components. Without the Run Reports permission, the user will get an error message saying You don't have permission to run reports. Check that you have the Run Reports user permission. when opening a dashboard.

Run...