Salesforce Lightning Cookbook by Syed Chand Shah

Author:Syed Chand Shah
Language: eng
Format: epub
Tags: COM051430 - COMPUTERS / Software Development and Engineering / Project Management, COM060170 - COMPUTERS / Web / Content Management Systems, COM091000 - COMPUTERS / Cloud Computing
Publisher: Packt Publishing
Published: 2018-08-31T12:51:52+00:00

We cannot customize the user's permission set because the profile of the user is System Admin. We have had a permission set for the Lightning Experience report builder, where we have enabled the system permission report builder Lightning Experience by System | System Permissions | Report Builder (Lightning Experience):

Report Builder (Lightning Experience)

Then, we are assigning it to the System Admin user:

So, we have created a permission set; this way, we are handling the System Admin. Let's start creating the Lightning report. Select Accounts in Choose Report Type, so now in Columns we don't want Activity, Last Activity, or Account Owner; we need Account Name, Type, Rating, Last Modified Date, so we generate a report. We will then group it by Industry, and then by selecting Add Chart; you can add a chart also. Again, you can select the style of the chart in the Display As option:

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