If youre experiencing this issue, click on 'Manage All Orgs' and hit the refresh icon that appears. I had to switch back to Classic to find this setting in the Setup Menu. The Salesforce Technology team is aware of an issue affecting a subset of customers with the org picker on Help. Quirky update: If you don’t see this permission available in a permission set or profile, you need to enable another back-end Folder Setting based on this Known Issue – you need to Turn on Enhanced Folder Sharing for Reports & Dashboards first. Before you go to all this trouble though – see if you’re seeing the new interface after step #1 – you might not need to go through this hoop. You’ll have to assign yourself this permission using a Permission Set. The Report Builder is a visual, drag-and-drop tool which you use to create reports and edit existing ones. The data in these objects is being analyzed to understand business relevant metrics like user adoption, data quality, sales revenue, customer enquiries, you name them. Reports in Salesforce are well-designed reports that run fast.
For System Administrators this can be more complex than it seems, since you can’t edit any standard Salesforce profile. Salesforce Reports aggregate the data which is stored in any of your Salesforce Objects, such as Accounts, Contacts, Opportunities, Cases and so on. For your Organization’s custom profiles, click on the Profile Name, and search for the permission “Report Builder (Lightning Experience)”. If you enable #1 and it still doesn’t work, you may need to assign your users and yourself permission to be a user of the New Report Builder Lightning Experience. A beginner's guide to building apps on the Salesforce Platform and passing the Salesforce Platform App Builder exam Paul Goodey.
Search for Reports & Dashboards in the Setup Menu. Are you already using Lighting, but still seeing the same old way of doing things? Here’s what you need to do: Select fields to display in your report view by clicking on the gear icon in the upper left corner for more choices, including ‘Last Modified By’, ‘Last Modified Date’ and ‘Report Last Run Date’.Spring ’18 delivered an amazing new user experience for building and filtering on reports and dashboards in Salesforce. But, like everything else Lightning, once you use it a few times, you realize just how much easier it is to create and build reports.Ĭhoose report type interface is easy to search and navigate.Ĭhoose fields in Outline, filter, group, and remove fields on the left with the x button.īuilding reports in Lightning is easier and more intuitive with these functional and user interface improvements! Report column views Then, create the main folder, open that folder, and create your first subfolder by clicking the ‘New Folder’ button.įor those accustomed to the Classic report builder, this will take some getting used to.
Better report and dashboard folder organization with report subfolders!Īmong other fantastic new features, Salesforce’s Summer ’18 release offers improved folder organization.Īs a first step, spend some time thinking about what folder structure is most appropriate for your organization.
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