Analytics

#SalesforceSummer22 – Create Reports Based on Selected Salesforce Objects (Beta)

#1MinuteTip #SalesforceSummer22 It can be time-consuming and distracting to search through report types that you don’t need. Now you can filter the report types list in the Create Report window to show only those report types that are based on your selected Salesforce objects.

How: To enable this feature, contact Salesforce Support.

Salesforce Reports Based on Selected Salesforce Objects

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#SalesforceSummer22 – Find the Best Report Type for New Reports

#1MinuteTip #SalesforceSummer22 Take the guesswork out of report type selection when creating a report. With the enhanced report type selector, quickly access recently used report types and view the fields and objects that are included.

See at a glance which report types are standard or custom, and keep the number of available report types manageable by hiding those you don’t need. This feature is now generally available.

Einstein Activity Capture & Sensitive Information

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#SalesforceSummer22 – Edit Multiple Fields on the Report Run Page

#1MinuteTip #SalesforceSummer22 Now you can update statuses and clean up data without rerunning your reports. Save time while staying up to date by editing multiple records inline on the report run page. Make inline changes in multiple rows or columns, and then save all the changes with a single click. This feature is now generally available.

Edit Fields in Report

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#SalesforceSummer22 – New Home for Reports & Dashboards – Analytics

#1MinuteTip #SalesforceSummer22 “Analytics” is now the new home base for Lightning reports and dashboards. This is where all your Salesforce analytics content is organized in a cohesive and seamless experience. You get the benefit of a powerful search experience, better organization, and more.

This is how to enable Unified Analytics Home:

New Home for Reports & Dashboards - Analytics

And this is how the Analytics home looks like. Just select “Analytics” from App Launcher.

Report Summary Functions Now Include Median

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