Get Improved Dashboard Performance with Better Caching
Your dashboards are now more responsive and load faster with improved caching. Dashboard query results are now cached, increasing performance with fewer calls to the server.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
How: Improved dashboard caching in the default behavior. If necessary, you can turn it off. From Setup, in the Quick Find box, enter Analytics, and select Settings. Select Disable dashboard query caching.
Get Improved Dashboard Performance with Better Caching (salesforce.com)
Analytics Experience and Visualizations
Experience more responsive dashboards that load faster with improved caching. Download data to Excel files that include metadata about the export.
- Get Improved Dashboard Performance with Better Caching
Your dashboards are now more responsive and load faster with improved caching. Dashboard query results are now cached, increasing performance with fewer calls to the server. - Download Metadata from Lenses and Widgets
Extract detailed insights and user-specific metadata that supports collaboration and informed decision-making through organized export files. With the new export option in CRM Analytics, you can download data from a lens or widget to an Excel file that contains information about the export. The Excel format with metadata can include the name of the user, the date and time of the export, dashboard and widget titles, groups and filters in the query, and the number of records downloaded. - Embed CRM Analytics Dashboards in LWR Sites (Beta)
Let your customers view and interact with CRM Analytics dashboards in your Lightning Web Runtime (LWR) site by adding the CRM Analytics Dashboard component. For example, customers can view visualizations of account data alongside their account information. - Get More Functionality with the New Dashboard Lightning Web Component (Beta)
Embed your CRM Analytics dashboards in Lightning Experience pages with the new, native CRM Analytics Dashboard Lightning web component. The component works seamlessly in Lightning Experience pages and LWR sites. - Create More Efficient Queries with Semi-Joins and Anti-Joins (Generally Available)
Create cleaner queries with better performance and stop worrying about filter item limitations. Generate semi-join or anti-join results from different datasets in a single SAQL query using thejoinstatement with ajoin_typespecifier.
Analytics Experience and Visualizations (salesforce.com)
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.
- Analytics Experience and Visualizations
Experience more responsive dashboards that load faster with improved caching. Download data to Excel files that include metadata about the export. - Analytics Data Integration
Preview your hierarchical data before running your recipe. Allocate your concurrent data prep jobs to meet your orchestration needs. Get information on when each data prep job started and was canceled.
CRM Analytics (salesforce.com)
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.
Where: CRM Analytics for Slack is available for use where approved by a workspace admin and installed in Slack.
How: To access report subscriptions, enter /analytics-lx-rpt-subscriptions in the Slack message field.
To access dashboard subscriptions, enter /analytics-lx-db-subscriptions in the Slack message field.
Access Report and Dashboard Subscriptions with Slack Slash Commands (salesforce.com)
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.
Where: This change applies to Lightning Experience in Enterprise and Performance editions.
How: In the Create Report window, click Filter report types, and select either Salesforce objects or fields to search.
Filter Report Types by Objects or Fields in Enterprise and Performance Editions (salesforce.com)
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.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: In the Lightning report builder, select the columns in the report table or Columns list and drag them to the new location.
Rearrange Multiple Lightning Report Columns at Once (salesforce.com)
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.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: In the Filter By window, change the field, operator, or value.
Easily Update Fields in Lightning Report Filters (salesforce.com)
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.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, and Developer editions.
How: For example, previously, if you filtered on Stage, Opportunity Owner, and Type, you couldn’t add a Region filter to reuse the dashboard for all your teams. Now you can include the Region filter and even have room for a Created Date filter.
Focus Your View with More Dashboard Filters in All Salesforce Editions
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.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, and Developer editions.
How: When editing a dashboard, click +Widget and select the type of widget to add.
Combine charts, text, and images to inform, engage, and guide viewers.
Image widget settings, like tile, stretch, and fit to height, aren’t applied to dashboards delivered through email subscriptions. The image is shown at the original resolution within the widget.
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.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: To reassign a single dashboard, on the Dashboards or Analytics tabs select Change Owner from the dashboard’s actions.
When someone leaves your organization, you can reassign all their dashboards on the Analytics tab. Select the dashboards, and then in the Manage Items menu, select Change Owner.
To notify the new owner, select Send email notification in the Change Owner window.
Transfer Lightning Dashboard Ownership (Generally Available) (salesforce.com)