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)