Transfer Lightning dashboards to a new owner when responsibilities change by changing ownership individually or in bulk and notifying the new owner. Enhance your Lightning dashboards with images and rich text and up to five dashboard filters in all Salesforce editions. Evolve your Lightning reports more easily by updating fields in report filters, and quickly find the right report type when creating reports.
- Transfer Lightning Dashboard Ownership (Generally Available)
Transfer Lightning dashboard ownership when responsibilities change or the current owner leaves your organization. You can change the ownership of multiple dashboards at one time and can send an email notification to the new owner. Previously, you had to clone or re-create the dashboard to provide access to a new owner. - Supercharge Your Visualizations with Images, Rich Text, and Dashboard Widgets in All Salesforce Editions
Salesforce users in all editions can now use rich text and image widgets in Lightning dashboards. Explain charts, describe metrics and KPIs, and clarify tables with rich text right where users need it. Add company logos and branding, flow diagrams, and embedded images. Guide users through their data with section titles, narrative text, and even animated GIFs. Lightning dashboard components are now called widgets in all editions. Dashboards now support up to 25 widgets, including a maximum of 20 charts and tables, 3 images, and 25 rich text widgets. The former limit was 20 in total. Previously, this feature was available only in Unlimited Edition and Performance editions. - Focus Your View with More Dashboard Filters in All Salesforce Editions
Users in all Salesforce editions can now refine and target dashboard data with up to five filters on Lightning dashboards. With more filters, you can reuse the same dashboard for different teams while preserving the filters that are already set up. Save time and effort and reduce dashboard redundancy by eliminating the need to clone dashboards for different teams and business units. - Easily Update Fields in Lightning Report Filters
Save time when updating filters in response to changing reporting needs. You can now change the field in a Lightning report filter without deleting the filter and adding a new one. For example, you can change a filter on Industry to a filter on Type in a report on accounts without having to remove and recreate the filter and filter logic. In earlier releases, you could change the operator and value but not the field. Previously, this feature was available only in Salesforce Classic. - Rearrange Multiple Lightning Report Columns at Once
Now you can move multiple columns in the Lightning report builder at the same time. Previously, this feature was available only in Salesforce Classic. - Filter Report Types by Objects or Fields in Enterprise and Performance Editions
Ensure the Lightning reports that you create contain the data you need without trial and error. Enterprise and Performance Edition users can now quickly find all the report types that include specific Salesforce objects or fields. For example, if you’re building a report that needs to include the Age field on the Case object and the SLA field on the Account object, add those fields to the report type filter to see report types that include those fields. You can filter report types by up to 20 objects or fields. You can’t filter by fields included in a lookup or part of a composite field, such as geolocation or address. Previously, this feature was available only in Unlimited Edition. - Access Report and Dashboard Subscriptions with Slack Slash Commands
Reduce context switching and increase workflow efficiency and collaboration with the new way to view and configure Lightning reports and dashboards subscriptions. Wherever you are in Slack, you can enter a slash command that opens a window for managing subscriptions, including adding and removing recipients. Previously, you could manage these items only within the CRM Analytics for Slack app.