Lightning Reports and Dashboards
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.
Lightning Reports and Dashboards (salesforce.com)
Save Dashboard Views on Your Android Devices
The new Save View functionality enables you to save dashboard views on your Android devices, such as a daily performance snapshot. Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily switch between other saved views associated with the dashboard.
Where: This change applies to CRM Analytics for Android. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
When: Save View is available the week of February 12, 2024.
How: CRM Analytics is available for devices running Android 5 or later. For the latest enhancements, download CRM Analytics from Google Play™.
Open a CRM Analytics dashboard on your mobile device. Create a dashboard view, such as applying filters or selecting a chart metric.
Tap Save then tap the Save View tab. Tap Use as default view for the view to automatically open with a dashboard. Type in a name for the view and tap Save View.
Save Dashboard Views on Your Android Devices (salesforce.com)
Save Dashboard Views on Your iOS Devices
The new Save View functionality enables you to save dashboard views on your iOS devices, such as a daily performance snapshot. Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily switch between other saved views associated with the dashboard.
Where: This change applies to CRM Analytics for iOS. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
When: Save View is available the week of February 12, 2024.
How: CRM Analytics is available for devices running iOS 12.2 and later. For the latest enhancements, download CRM Analytics from the App Store.
Open a CRM Analytics dashboard on your mobile device. Create a dashboard view, such as applying filters or selecting a chart metric.
Tap Save then tap the Save View tab. Tap Use as default view for the view to automatically open with a dashboard. Type in a name for the view and tap Save View.
Save Dashboard Views on Your iOS Devices (salesforce.com)
Analytics Mobile Apps
Saving personal views of dashboards, previously available only on desktops, is now available to mobile users.
- Save Dashboard Views on Your iOS Devices
The new Save View functionality enables you to save dashboard views on your iOS devices, such as a daily performance snapshot. Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily switch between other saved views associated with the dashboard. - Save Dashboard Views on Your Android Devices
The new Save View functionality enables you to save dashboard views on your Android devices, such as a daily performance snapshot. Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily switch between other saved views associated with the dashboard.
Analytics Mobile Apps (salesforce.com)
Streamline Management of Your Dashboards With Bulk Selection
No more tedious one-by-one selections – now you can handle your dashboards in batches for improved efficiency with bulk selections. For example, you can now simultaneously change ownership for multiple dashboards to align with organizational changes, and maintain data accuracy and security.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Access to CRM Analytics assets is available for an extra cost.
How: From the App Launcher, find and select Analytics, then browse or search for your dashboards on the Analytics tab. Click the checkbox next to the items you want to manage. To change ownership, click Manage Items.
Streamline Management of Your Dashboards With Bulk Selection (salesforce.com)
Control Your Report and Dashboard Sharing from the Analytics Tab
The folder sharing features on the Reports and Dashboard tabs are now available on the Analytics tab. For example, when sharing a report folder, you get the same controls and granular permission settings, ensuring that your collaboration remains secure and tailored to your needs. Instead of navigating through separate tabs to share folders with customized settings, you can now manage shared content from one centralized location.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Access to CRM Analytics assets is available for an extra cost.
How: From the App Launcher, find and select Analytics, then browse or search for a report or dashboard folder. Click the row-level action menu button for the folder, and click Share.
Control Your Report and Dashboard Sharing from the Analytics Tab (salesforce.com)
Unified Analytics Experiences
Manage folder sharing for reports and dashboards centrally in the Analytics tab. Handle your analytics in batches and apply changes simultaneously with bulk selections. Create multiple dashboard views and easily switch between them on your mobile device.
- Control Your Report and Dashboard Sharing from the Analytics Tab
The folder sharing features on the Reports and Dashboard tabs are now available on the Analytics tab. For example, when sharing a report folder, you get the same controls and granular permission settings, ensuring that your collaboration remains secure and tailored to your needs. Instead of navigating through separate tabs to share folders with customized settings, you can now manage shared content from one centralized location. - Streamline Management of Your Dashboards With Bulk Selection
No more tedious one-by-one selections – now you can handle your dashboards in batches for improved efficiency with bulk selections. For example, you can now simultaneously change ownership for multiple dashboards to align with organizational changes, and maintain data accuracy and security. - Analytics Mobile Apps
Saving personal views of dashboards, previously available only on desktops, is now available to mobile users.
Unified Analytics Experiences (salesforce.com)
Analytics
Analytics enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau.
- Unified Analytics Experiences
Manage folder sharing for reports and dashboards centrally in the Analytics tab. Handle your analytics in batches and apply changes simultaneously with bulk selections. Create multiple dashboard views and easily switch between them on your mobile device. - Lightning Reports and Dashboards
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.
- CRM Analytics
Explore dashboards faster with improved caching, and use your data offline more confidently with exported metadata in Excel. Orchestrate your data jobs more effectively with run details and shared concurrency.
Allow the New Setup Domain to Ensure Access to Salesforce Setup Pages
If your company controls users’ or servers’ access to the internet through firewalls or allowlists, your IT department must add *.salesforce-setup.com to the company’s list of allowed domains. Salesforce Setup pages are now hosted on that domain.
Where: This change applies to Lightning Experience in all editions.
When: This change is applied on a rolling basis starting in Spring ’24. The change is first enabled in sandbox and non-production orgs, then in production orgs.
Allow the New Setup Domain to Ensure Access to Salesforce Setup Pages
MFA Is Turned On by Default Starting April 2024
To prevent unauthorized access to Salesforce accounts, multi-factor authentication (MFA) is required when users log in. To help customers with this contractual requirement, Salesforce is making MFA a default part of the direct login process for production orgs. This change applies to production orgs created on or after April 8, 2024. It also applies to any existing production org that wasn’t included in one of the MFA auto-enablement phases that occurred between Spring ’23 and Spring ’24. Sandbox orgs aren’t affected. Orgs that are in a trial period aren’t affected until they’re converted to a subscription.
Where: This change applies to Lightning Experience, Salesforce Classic, and all Salesforce mobile apps in all editions.
When: This change goes into effect on April 8, 2024.
Why: On their own, usernames and passwords no longer provide sufficient protection against cyberattacks. MFA is one of the simplest, most effective ways to prevent unauthorized account access and safeguard your data and your customers’ data. Salesforce requires MFA to help protect against threats like phishing attacks, credential stuffing, and unauthorized account access. To learn more about the value of MFA and how it works, watch this short video.
How: When MFA is turned on for an org, users must verify their identity with a username and password, followed by a separate verification method. Verification method options include authenticator apps, security keys, and built-in authenticators. The first time each user logs in to their org, they’re guided through the steps to register a method.
There’s a 30-day grace period for the org during which users can log in without MFA if they’re not ready to set up a verification method. If needed, a Salesforce admin can temporarily turn off MFA by deselecting the Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org setting on the Identity Verification page in Setup. But keep in mind that MFA is contractually required, so re-enable it as soon as possible.
MFA Is Turned On by Default Starting April 2024 (salesforce.com)