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  • Adam Curwin

Reporting: Adding Pre-filtered Reports to Record Pages

We’re excited to introduce you to the power of Salesforce “Report Charts,” which let you create pre-filtered reports that can be embedded onto individual record pages.


On each Account page do you want to see a pie chart of all of the Opportunities associated with that Account by Stage? Or see a visual breakdown of all the Contacts at that Company by Department?


If so, Report Charts are the way to go!As a heads up, some of these steps can only be completed by Admin users in your Salesforce org. We’re always happy to help as well!

 

Level of Difficulty: 4 (5 being the hardest)





 

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