Preface

This book is for Salesforce administrators, business users, and managers who use Salesforce Lightning Experience in their daily work or to analyze data in Salesforce. It covers all items related to reporting and dashboards in Salesforce Lightning Experience. This book will benefit business users, who will gain knowledge ranging from creating basic reports to advanced report and dashboard configuration. Administrators will learn the entire concept of reporting and dashboards, object models, permissions related to reports and dashboards, report storage, and reporting on historical data.

Reports and dashboards are among the most powerful and easy to use features in the Salesforce platform, including Sales Cloud, Service Cloud, and Force.com, where business users are able to create and customize reports and dashboards as needed in minutes.

Business users should have basic knowledge, or should be using Salesforce in their daily work, such as logging in to the system, navigating through the Salesforce Lightning environment, creating and editing data, and running reports in Salesforce. Admin users should have basic knowledge of customizing Salesforce, such as the Setup menu, tabs, user profiles, permission sets, and standard and custom objects.