Analytics

#SalesforceWinter24 – Transfer Ownership of Lightning Dashboards (Beta)

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#1MinuteTip #SalesforceWinter24 You can now allow users to transfer the ownership of the dashboards when responsibilities change or the dashboard creator leaves your organization. The new owner has full control over the dashboard contents.

Previously you had to clone or recreate the dashboard when the creator moved on to other responsibilities.

Product Area: Analytics

1. On the Reports and Dashboards Settings page, enable the option to ‘Allow users to change dashboard owner (Lightning Experience Only)’

Enable the option to allow users to change dashboard owner

Then from the Dashboards tab or the open dashboard, select Change Owner.

Then from the Dashboards tab or the open dashboard, select Change Owner.

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

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#SalesforceWinter24 – Report on Public Group Members in Salesforce

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#1MinuteTip #SalesforceWinter24 You can now report on “Public Group Members” in Salesforce. See which users, roles, and other groups have been added to public groups by creating a custom report type.

This will help you manage public group membership more easily. Previously, you clicked in each public group or ran queries to see its members.

Product Area: Security, Analytics

1. In Setup create a Custom Report Type and select “Group Member” as the primary object.

create a Custom Report Type and select "Group Member" as the primary object.

2. Create a report on the custom report type, created above.

Create a report on the custom report type

References & Useful URLs

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceWinter24 – Open Reports and Dashboards in Multiple Tabs

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#1MinuteTip #SalesforceWinter24 You can now open multiple reports and dashboards in individual tabs. Previously, you could open only one report at a time in the Analytics tab. You get better organization of your work and the ability to work on different analytics at the same time.

Product Area: Analytics

Open Reports and Dashboards in Multiple Tabs

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceWinter24 – View Report and Dashboard Details From the Analytics Tab

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#1MinuteTip #SalesforceWinter24 Use Asset Details to view metadata for your reports and dashboards, such as create date and owner. Asset Details also include data sources to help you differentiate between reports created with Salesforce and Data Cloud.

Product Area: Analytics

Report and Dashboard Details From the Analytics Tab

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceSummer23 – Unified Analytics Home now in GA

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#1MinuteTip #SalesforceSummer23 Switch to the new “Analytics” tab (now in GA) that provides a new and improved home experience to Reports and Dashboards users.

Within your new home for analytics, you get a centralized environment that can be tailored to your data needs. In addition, you get an intuitive search functionality that makes it easy to find the data you need. You also get Collections that enable you to curate and categorize your most important data and insights, and collaborate with your colleagues more efficiently.

Product Area: Analytics

Unified Analytics Home

References & Useful URLs

  • For Related Summer ’23 Release Note Article – Click Here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

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