官术网_书友最值得收藏!

Concepts and Permissions in Reports and Dashboards

This chapter will explain the concept of reports and dashboards in Salesforce, and discuss the data source to generate reports and dashboards. We will continue with the mechanism on reports and dashboards stored in Salesforce with an explanation of the types of report and dashboard folders.

We will continue with permissions, which is a basic setting that controls what a user can do in Salesforce. The same is true for reports and dashboards; many permissions surface around reports and dashboards, such as the ability to create and modify reports, export reports, schedule reports, and so on.

By end of this chapter, you will have gained a strong understanding of data use for reports and dashboards, permissions around users, and granting permissions to a user with Profile and Permission Set.

Throughout the chapter, we will provide notes and tips to help you to understand important items. The topics covered in this chapter are as follows:

  • Data for reports and dashboards
  • Generating reports and dashboards
  • Report and dashboard folder
  • Report permissions
  • Dashboard permissions
主站蜘蛛池模板: 镇原县| 肥东县| 仪陇县| 漾濞| 沾化县| 辽阳市| 玛沁县| 泰宁县| 绥德县| 兰坪| 云林县| 兰溪市| 清新县| 增城市| 万宁市| 兴宁市| 永城市| 洪湖市| 班玛县| 依兰县| 龙口市| 山阴县| 栾城县| 巴马| 札达县| 雷波县| 汝阳县| 兰溪市| 香港| 怀宁县| 宁武县| 临夏市| 保靖县| 乌海市| 博客| 岗巴县| 壶关县| 会同县| 清苑县| 蕉岭县| 大姚县|