Blog, Tip of the Week, Tips and Tricks

Tip of the Week – Increase visibility with Embedded Report Charts in Salesforce

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

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  1. Countdown to the New Year – Top 10 Salesforce tips and tricks of 2013 | CloudMyBiz -

    […] For years, users have been begging for a way to add charts directly to record detail pages. Previously, you’d have to work with a team of developers to create this kind of functionality, spend weeks or months in development and testing, and if you needed to make any changes, it was back to the drawing board. Well, Salesforce has heard your cries and has added Embedded Report Charts to the Winter ’14 release! Read more in our Tip of the Week – Increase visibility with Embedded Report Charts in Salesforce. […]

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