Tag: Analytics

1 Minute Tips

#SalesforceSpring24 – Images, Rich Text, and Dashboard Widgets in All Salesforce Editions

#1MinuteTip #SalesforceSpring24 Salesforce users in all editions can now use rich text and image widgets in Lightning dashboards.
1 Minute Tips

#SalesforceSpring24 – Rearrange Multiple Lightning Report Columns Together

#1MinuteTip #SalesforceSpring24 Now you can move multiple columns in the Lightning report builder at the same time. Previously, this feature was available only in Salesforce ...
1 Minute Tips

#SalesforceSpring24 – Change Owner of Dashboards

#1MinuteTip #SalesforceSpring24 You can now transfer the ownership of dashboards when the current owner leaves the organization or moves to a different role.
1 Minute Tips

#SalesforceSpring24 – Bulk Manage Analytics Items

#1MinuteTip #SalesforceSpring24 No more tedious one-by-one selections – now you can handle your analytics in batches with bulk selection.
1 Minute Tips

#SalesforceSpring24 – Share Report Dashboard Folders from Analytics Tab

#1MinuteTip #SalesforceSpring24 The folder sharing features on the Reports and Dashboard tabs are now available on the Analytics tab.
1 Minute Tips

#SalesforceWinter24 – Visualize Summary Formulas When Creating Lightning Reports

#1MinuteTip #SalesforceWinter24 Visualize how a summary formula that includes the PARENTGROUPVAL / PREVGROUPVAL will be used in your Lightning report.
1 Minute Tips

#SalesforceWinter24 – Transfer Ownership of Lightning Dashboards (Beta)

#1MinuteTip #SalesforceWinter24 You can now allow users to transfer the ownership of the dashboards when responsibilities change or the dashboard creator leaves your organization.
1 Minute Tips

#SalesforceWinter24 – Report on Public Group Members in Salesforce

#1MinuteTip #SalesforceWinter24 You can now report on "Public Group Members" to see which users, roles, & other groups have been added to the group.
1 Minute Tips

#SalesforceWinter24 – Open Reports and Dashboards in Multiple Tabs

#1MinuteTip #SalesforceWinter24 You can now open multiple reports & dashboards in individual tabs. Previously, you could open only one report at a time.
Scroll to Top