Dashboards & Reports
- Dashboards can have up to three filters. Filters can have up to 50 options. Ten are enabled by default. Contact Salesforce to increase this limit – Source
- Great way to report at the ultimate parent level; create a formula field on the Account object which returns the top level (ultimate) parent. This can then be used as the filter criteria in reports to show activities, opportunities, etc across all account hierarchy levels for the given top parent name. Source 1 & Source 2 – Third formula
- Dashboard filters can be based on custom text fields. Sometimes a custom text field does not appear as a filter option. There is apparently an issue with using one in combination with other filters where the underlying data type is not the same (underlying reports refer to a common filter field where these fields are of different types). Source
- To create a joined report in Lightning select the Joined Report option from the top left corner:
- For Joined report cross block formula percentages use the Block designator for e.g. B0#RowCount/B1#RowCount
- In Lightning Reports, reports grouped by row and column (matrix reports) will not show details if there are more than 2000 records returned
- In Lightning Reports, you can’t reorder or add new columns while in summary mode with Show Details switched offÂ
Activity Management
- When creating a task and adding other users as a task assignees the task will be duplicated for each assigned user including you if you leave yourself as an assignee.