In this recipe, we will configure an opportunity report containing a chart that shows the number of opportunities grouped by sales stage. Using the created report, we will embed the chart within an account record page, which filters the list of opportunities and shows only for the account in which the chart is being viewed.
Configuring a report chart and embedding it within an account record using Lightning App Builder
by Paul Goodey
Salesforce CRM Admin Cookbook - Second Edition
- Preface
- Salesforce CRM's Home Page is Where the Heart is...
- Introduction
- Building a custom Admin Home page in Lightning Experience
- Cloning the standard Home page for a customized Lightning Experience
- Composing a system notification message on the Lightning Experience Home page
- Providing a system support email link on a customized Home page
- Creating a personal setup link on a customized Home page
- Generating a filtered report link on a customized Home page
- Developing a Lightning component to display a custom logo on a customized Home page
- Making a Picture Paint a Thousand Words...
- Introduction
- Showing overdue Opportunity close dates with a Salesforce image and formula field
- Displaying Case Priority flags with Salesforce images and a formula field
- Presenting Account Revenue indicators using custom images and formula field
- Measuring account credit scores graphically using a Google image chart
- Building an account credit score graphically with code
- Automating Work with Salesforce CRM
- Introduction
- Deriving year and month values from an Opportunity close date using a formula
- Calculating the week number for the Opportunity close date using a formula
- Creating an Opportunity close date reminder email using a workflow
- Setting a default Opportunity name using a field update workflow
- Generating a default Opportunity close date using a field update workflow
- Improving Data Quality in Salesforce CRM
- Introduction
- Preventing non-system administrators from changing account names with a validation rule
- Enforcing the use of two-letter account country codes using a validation rule
- Validating if US zip codes are well-formed using a validation rule with REGEX
- Validating if UK postcodes are well-formed using a validation rule with REGEX
- Creating a mandatory Reason Lost field for lost opportunities using a validation rule
- Blocking excluded countries with a custom country object and VLOOKUP validation rule
- Implementing Approval Processes
- Productivity Tools for Superusers and Advanced Administration
- Extending Lightning Experience Record Pages
- Introduction
- Configuring a report chart and embedding it within an account record using Lightning App Builder
- Creating a pre-populated opportunity from an account record page using a Lightning Action
- Generating a filtered opportunity report link on an account record detail page
- Developing a Lightning Component to highlight any prospective companies on an account page
- Building a Search-First-Before-You-Create Lightning Component
- Introduction
- Developing an Apex Controller to search for accounts
- Creating a Lightning Component for searching and creating accounts
- Scripting a Lightning JavaScript Controller
- Adding a Lightning JavaScript Helper for account searching Composing an Apex Test Class
- Composing an Apex Test Class
- Putting it all together and overriding the standard New Account button
Configuring a report chart and embedding it within an account record using Lightning App Builder
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