Analytics

#1MinuteTip #SalesforceWinter23 Analytics Home that you use for the full desktop site is now on Salesforce Mobile. All of your Salesforce analytics assets are organized in a cohesive experience rather than being scattered across different tools. Plus, you get a more powerful search experience, better organization, and personalization in an intuitive and easy interface.

References & Useful URLs

• Related Winter ’23 Release Note Article – https://sforce.co/3ec9gRz

#1MinuteTip #SalesforceWinter23 You can filter report types by up to 20 fields to ensure that the report contains the fields you need. For example, find the right report type to show which accounts bought which products by filtering on Account Name, Opportunity Name, and Product Model Number.

To enable this feature, contact Salesforce Support.

References & Useful URLs

• Related Winter ’23 Release Note Article – https://sforce.co/3wIDceo

#1MinuteTip #SalesforceWinter23 Use new filtering and browsing capabilities in Analytics App to find and manage your Lightning reports and dashboards. Users now get an upgraded browsing experience with a series of filters to narrow search results and make it easier to manage analytics.

1. Navigate to Reports and Dashboard Settings in Setup
2. Enable the Unified Experience for Analytics Home

Switch to ‘Analytics’ app from App Launcher to find and manage Lightning reports and dashboards

References & Useful URLs

• Related Winter ’23 Release Note Article – https://sforce.co/3R5SuSu

#1MinuteTip #SalesforceWinter23 You can now view the structure of available custom report types and choose the best one for your needs. The details panel shows the relationships between the joined objects, and tooltips explain the outcome of the joins.

References & Useful URLs

• Related Winter ’23 Release Note Article – https://sforce.co/3KzgafI