Graphs are great for getting an idea of what’s going on with an Account or any other object in Salesforce, and they’re even better when you don’t have to go any further than the Account page to see them. But adding a chart component to a detail page involves some heavy development. That tiny little bar graph could cost you dearly. Well, not anymore!
Winter ’14 is out, and with it comes Embedded Report Charts in Salesforce. Cut the code and take your SOW from 30 hours to 30 minutes! All you need is a report and you’re ready to add visual elements directly to any detail page. And when you need to make changes, all you have to do is update the report and the new view is ready. It’s so simple, even your CEO could do it! Have fun with Embedded Charts and keep an eye out for our next Tip of the Week!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.