How to do it...

Carry out the following steps to embed an opportunity report containing a chart onto an Account Record Page, using the Lightning App Builder:

  1. Navigate to an Account Record Page.
  2. Click on the setup gear icon in the top right-hand of the Account Record Page, as shown in the following screenshot:
  1. Click the Edit Page option, as shown in the following screenshot:

We will be presented with the Lightning App Builder - Account Record Page screen.

  1. Drag the Report Chart icon from the left-hand panel to the canvas, as shown in the following screenshot:
  1. In the resulting Report Chart properties page, select the Opportunity Stage report that was created in the Getting Ready... section for this recipe.
  2. Set the Report selection to Opportunity Stage.
  3. Set the Filter By selection to Account ID.
  4. Click on Save, as shown in the following screenshot:
..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset