Analytics

#SalesforceSpring23 – Subscribe to More Reports and Dashboards

January 30, 2023 / ,

#1MinuteTip #SalesforceSpring23 Get more actionable reports and dashboards delivered to your inbox on schedule and with the latest data. Each user in an Unlimited Edition org can now subscribe to up to 15 reports and 15 dashboards. The previous limit was 7 reports and 7 dashboards.

Product Area: Analytics -> Reports and Dashboards

Subscribe to More Reports and Dashboards in Salesforce

References & Useful URLs

  • For Related Spring ’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.

#SalesforceSpring23 – Organize Reports & Dashboards in Collections

January 30, 2023 / ,

#1MinuteTip #SalesforceSpring23 With Spring ’23, you now have one more way to organize your reports and dashboards. Create a collection and add the reports & dashboards that you care about from multiple folders.

You can also “pin” important collections to your home page, hide irrelevant collections, and share collections with others.

Use this feature to create collection in your name, or group reports for “Operational” reports, “Management” reports etc.

Product Area: Analytics -> Reports and Dashboards

Organize Reports & Dashboards in Collections

References & Useful URLs

  • For Related Spring ’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.

#SalesforceSpring23 – Report on Report & Dashboard Subscriptions

January 30, 2023 / ,

#1MinuteTip #SalesforceSpring23 You’re no longer in the dark about which reports, dashboards, or other analytic assets your users are subscribed to.

Manage data access by determining what kind of attachments are sent, who receives them, and who the running user is. Stay on top of scheduling and limits with a quick report showing when subscriptions run and who set them up.

Create a custom report type on Analytic Notifications to view the source, owner, running user, and schedule of subscriptions.

Product Area: Analytics – Reports & Dashboards

Report on Report & Dashboard Subscriptions

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.

#SalesforceSpring23 – Create Personalized Report Filters in Reports

February 6, 2023 / ,

#1MinuteTip #SalesforceSpring23 Set up a single dynamic report filter that displays personalized results for each user. For example, create an opportunity report for your sales team with a single Opportunity Owner filter that personalizes the results for each member of the team.

Product Area: Analytics -> Reports & Dashboards

Personalized Report Filters in Reports in Salesforce

References & Useful URLs

  • For Related Spring ’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.

#SalesforceWinter23 – Get Optimized Mobile Reports with Enhanced Reports

November 8, 2022 / ,

#1MinuteTip #SalesforceWinter23 Enhanced Reports automatically optimizes reports for consumption on mobile devices without reconfiguring the report formats. In this improved mobile experience, you get a responsive user interface with mobile-friendly features such as faster load times, more consistent performance, and text wrapping within tables for minimized scrolling.

Salesforce Optimized Mobile Reports with Enhanced Reports
Image Source: Salesforce Release Note Article

References & Useful URLs