Hello everyone. I'm a newly minted Certified Admin and an 11 year end user of Salesforce. I need help with a user interface question...
My client is a small team that are new to Salesforce Sales Cloud (and even relatively new to some CRM concepts). Much our our implementation together has been "walk before we run" processes and page layouts - with a strong emphasis on Salesforce Mobile usage in the field.
I have created two sets of reports in shared folders for both the sales and leadership teams.
Now here are my questions... finally ;)
- How do we add direct links to the report folders from the (Lighting App) Home Page - or alternate location? (Currently, I've created a workaround by using a Rich Text Component with text title and embedded URL link.)
- How do we configure or customize the Menu / Reports screen for Salesforce Mobile? Currently there are Lists (Created by Me / Public Reports), All Lists, and Recent Reports.
I'm a humble learner and will not be too embarrassed if I'm missing an obvious Lightning App component or List feature.
Thank you very much in advance for your feedback. I'm grateful to this supportive community of professionals... and I will commit to helping others with their questions going forward.
Jim
Thank you for this, @Eric Padron. The report of reports is a cool solution - simple and straightforward. I like your style. Cheers!