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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 folder permissions

Now that we've seen permissions related to the report folder in the preceding section, let's continue with permissions related to the dashboard folder. They are pretty similar--permissions in the dashboard folder determine the ability of a user to view, create, and edit dashboards in Salesforce.

The Create Dashboard Folders permission

The Create Dashboard Folders permission gives users the ability to create a new dashboard folder. The Create and Customize Dashboards permission is required to be enabled for this permission.

When this permission is enabled, once you are in the Dashboards tab, click on the New Folder button; you will just need to provide the folder name in the Create Folder window. Consider the following screenshot:

The Edit My Dashboards permission

We mentioned the Edit My Reports permission in an earlier section. Edit My Dashboards is a similar kind of permission, but for dashboards. It allows users to edit, move, save, and delete dashboards created...