Discover Spring ’21 Release features! We’re sharing release highlights for admins and developers, curated and published by Salesforce product experts, as part of Learn MOAR. Follow and complete a Learn MOAR Spring ’21 for Admins or Developers trailmix by March 31 to earn a special community badge and enter for a chance to win one $200 USD Trailhead Cert voucher.
Export reports in the format you want. When exporting a report, you can now select .xlsx in addition to .xls and .csv formats. If you’re like me and want to pull information out for various reasons and do some analyzing in Excel, then this feature is for you and your users. Be sure to use Chatter and other communications to bring this to your users’ attention after Spring ’21 is rolled out.
Spend less time creating reports and more time translating results into next steps. Multi-field selection allows you to drag multiple fields to your reports with a single action. Plus, you can now add or remove fields and columns, and preview the results without delay. Let’s be honest — there’s no medal for dragging fields over one by one. With multi-field selection, you can build reports faster, which frees up more time to watch the Salesforce Admins YouTube channel.
There’s no need to set up the same filters each time you view your dashboard in Lightning Experience. Now, you can create a custom URL that includes the filter parameters. When you access the URL, your dashboard will open with the filters already set. For example, you can customize your Opportunity Stages dashboard with a different URL for each account, or create a custom URL for an account owner or lead source.
And let’s remember — building dashboards with filters is an admin best practice we learned from LeeAnne.
Learn more in the release notes, and join us for the Spring ’21 Admin Preview during Release Readiness Live on January 29 to see a demo and get your questions answered by experts.
No purchase necessary. Void where prohibited. Sweepstakes runs from January 25, 2021, 12:00 pm PT to March 31, 2021, 11:59 pm PT. Open to legal residents of the U.S. (incl. D.C.), Austria, Canada (excluding Quebec), Cyprus, France, Germany, Greece, Hungary, India, Ireland, Japan, Latvia, Luxembourg, Netherlands, New Zealand, Norway, Spain, Switzerland, Ukraine, and the U.K. Must be 18+ (20+ in Japan). See Official Rules.
Follow and complete a Learn MOAR Summer ’22 trailmix for admins or developers by July 31, 2022, 11:59 pm PT to earn a special community badge and be automatically entered for a chance to win one of five $200 USD Salesforce Certification vouchers. Restrictions apply. Learn how to participate and review the Official Rules by […]
The Summer ’23 release has a lot of great analytics enhancements specifically designed for admins, from the new Analytics tab to posting dashboards to Slack to sharing Tableau visualizations in Salesforce. Read this blog post for the highlights. Then complete the Learn MOAR Summer ’23 for Admins trailmix to earn a special community badge. Visit […]
Reports and dashboards are one of the go-to tools admins can use to make data actionable. I’ve heard countless stories from admins about how they built a dashboard, showed leadership, and got a “This is amazing!” response. Admins have shown me reports and dashboards to track all sorts of key performance indicators (KPIs) that have […]
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