Tag: Analytics
SalesforceSummer21 – Download Dashboard Image to a File
#1MinuteTip #SalesforceSummer21 You can now download the dashboard image as a file and embed it in presentations or anywhere else.
SalesforceSummer21 – Inline Editing in Reports (Beta)
#1MinuteTip #SalesforceSummer21 Inline Editing in Reports - With inline editing, you can update certain types of fields without leaving the Report Run page
Rename Columns in Report without Renaming Fields
#1MinuteTip Do you know that with Custom Report Types you can rename the columns in report without renaming the fields.
Export Report in XLSX Format
#1MinuteTip #SalesforceSpring21 Get report exports in the format you want. When exporting a report, you can select .xlsx, .xls, or .csv as the format.
Conditional Highlighting in Reports in Salesforce
#1MinuteTip With conditional highlighting you can draw your user's attention quickly to the important data points.
Select Multiple Fields When Creating Reports
#1MinuteTip #SalesforceSpring21 You can now drag and drop multiple fields to your reports.
Display Report Charts in Utility Bar
#1MinuteTip Do you know that you can add a link to the chart in Utility Bar also?
Auto Add New Custom Fields to Custom Report Types (Beta)
#1MinuteTip #SalesforceWinter21 Now you can turn on the option to auto add new custom fields to all the custom report types based on that object.
Get Report Results Delivered by Email as an Attachment
#1MinuteTip #SalesforceWinter21 Now you can get the latest report results delivered to your email inbox as .xlsx or .csv attachment.
