Spring 18 Release – Dashboard Enhancements

It is new year time, so another Spring release of Salesforce.  The Sandbox Preview window for Spring ‘18 is scheduled to begin January 5, 2018.  I have gone through the huge release notes and providing you the highlights of the release categorizing them into Lightning Experience features, Report Builder and Dashboard Enhancements. Read Spring 18 - Lightning …

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A Tip A Day #16 – Report on Duplicate Records in Salesforce

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning!  Day #16 - Report on Duplicate Records in Salesforce Salesforce has configuration setup to identify duplicate records when users create new records.  While setting it up, you have an option to 1) alert the user about it and …

Reports and Dashboards Enhancements – Released in Summer’17

I found this post in my drafts, drafted long ago. I missed to publish - Better late than never, so posting now! #LatePost This post specifically highlights the features of Lightning Report Builder released in Summer'17! Add Dashboard Filters in Lightning Experience Add, edit, or remove filters from your Lightning Experience dashboard directly. Without dashboard filters, you’d …

Reports and Dashboards Enhancements – Released in Winter’18

Check out the the other "Lightning Experience features" released in Winter'18. Check out new "Lightning App Builder" features This post specifically highlights the features of Lightning Report Builder released in Winter'18! Introducing Lightning Report Builder Lightning Report Builder : Differences Between the Lightning and Classic Report Builders Feature Difference Report Formats In the Salesforce Classic report builder, you …

Spring 17 Reports & Dashboards Updates in Lightning Experience

In this post, I'm highlighting all the new features introduced into Reports & Dashboards specially for Lightning Experience with Spring 17 release. There are quite a few updates to Lightning though few are old and existing in Classic Salesforce. To set up Einstein & its Features, learn here (screenshots added). Read the highlights from All of the Spring 17 updates …