Please enter your search criteria to begin searching

Salesforce Reports and Dashboards: A beta blog

PLEASE NOTE: These features are a Beta Service. As a customer you can opt in to try these out.

Inline Editing

Salesforce recently released inline editing for reports, which you can read more about here. For you lucky souls who have been able to reap the benefits of updating your records directly from your reports, you may have noticed that you could only edit numeric and text fields.

How frustrating! But fear not, Salesforce have waved their magic wands and have now expanded inline editing. You can now edit picklist, lookup and date fields. Just picture it, you can now update the close date of an opportunity or the status of your leads. So many possibilities for productivity! 

As it currently stands inline editing isn’t supported for these fields and field types.

  • Task and event object fields
  • Owner fields
  • System fields, such as Record ID and Created Date
  • Compound fields, including name and address fields
  • Encrypted text fields
  • Formula fields
  • Standard fields of type auto number, rollup summary, record type, master-detail, long text area, rich text, and hierarchy
  • Other fields where editing isn’t permitted due to restrictions in the page layout or record type

But watch this space! You never know what the magical team at Salesforce will pull out of their hats.

Dynamic Gauge Charts

I’m not sure about you, but I do like to see how a gauge chart can so easily communicate how close we are to reaching our business goals. However, the world is a crazy place and things are always changing meaning that our goals and how we like to assess our progress is prone to change as well.

So having static metrics within our gauge components in our dashboards does not line up to the ever-changing landscape of our business, so this is where dynamic gauge charts come in. After enabling Dashboard Dynamic Gauge Charts in Setup you want to make sure that your source report(s) contains metrics and field values that the gauge can respond dynamically to e.g. how the newest division to your sales team are performing.

For a standard gauge, you can create a gauge chart with fixed values. For a dynamic gauge, you have dynamic control over the chart measure, indicated by the pointer, and the chart target, or maximum value in the chart.

Your gauge could for example show the revenue for the new sales division which was taken from the source report and with a dynamic gauge you can compare with your organisations total revenue. Similar to a standard gauge chart, you can specify your ranges, but it needs to be a percentage e.g. red is 25% of total revenue, amber is above 50% of total revenue and green is above 75% of total revenue. Because the chart is dynamic, any improvements or declines in performances will be reflected automatically

NOTE: These features are a Beta Service. As a customer you can opt in to try these out.

Contact us for further help or information!

FIND THE RIGHT COURSE FOR YOU...

© Copyright Stimulus Consulting 2015