Tag: Analytics
#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.
#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.
#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.
#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.
#SalesforceWinter24 – View Report and Dashboard Details From the Analytics Tab
#1MinuteTip #SalesforceWinter24 Use Asset Details to view metadata for your reports and dashboards, such as create date and owner.
New Book – Mastering Salesforce Reports and Dashboards
#1MinuteTip Here is a new book on Mastering Salesforce Reports and Dashboards to help you drive business decisions with your CRM data.
#SalesforceSummer23 – Unified Analytics Home now in GA
#1MinuteTip #SalesforceSummer23 Switch to the new "Analytics" tab (now in GA) to provide a new & improved home experience to Reports and Dashboards users.
#SalesforceSummer23 – Unify All Your Analytics in the Analytics Home
#1MinuteTip #SalesforceSummer23 Rather than managing analytics scattered across different tools, find what you need in the updated Analytics home.
#SalesforceSpring23 – Subscribe to More Reports and Dashboards
#1MinuteTip #SalesforceSpring23 You can now subscribe to more reports and dashboards in Salesforce Unlimited Edition Org.
