Analytics · in 66 of 68 releases
Reports and Dashboards
First in the release notes in Winter ’04, October 2003. 699 notes since, the most in Summer ’26.
- Notes
- 699
- First
- Winter ’04
- October 2003
- Most notes
- Summer ’26
- 38 notes
- Latest
- Winter ’27
A note counts here when its title or opening lines name Reports and Dashboards, by any of the names Salesforce has used for it.
The first notes, Winter ’04
Retirements and deprecations
- Sales Engagement Performance Dashboard Is Scheduled for Retirementp. 941
- Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 954
- Sales Engagement Performance Dashboard Is Scheduled for Retirementp. 1407
- Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 1428
- Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 1175
- Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 1066
- Prepare for Einstein Activity Capture Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 952
- The Chatbot Analytics v2 Dashboard Has Been Retiredp. 725
- Einstein Analytics Classic Designer Dashboards Are Retiringp. 458
- Community Case Deflection Dashboard Removed From Community Management Packagep. 367
- Mobile Dashboards for iPad App No Longer Supported as of Summer ’15p. 108
Every note, by release
Newest first. Each title links to its page in Salesforce’s release notes.
Winter ’2721
- Analyze Agentforce Vibes Usage with the Agentic Development Dashboard (Developer Preview)p. 192
- Customize the Org Health and Usage Metrics Dashboardp. 215
- Track Where Your Tableau Next Dashboards Are Embeddedp. 221
- Author Accessible Tableau Next Dashboards with Keyboard Navigationp. 225
- Show Embedded Dashboards on Tablets and Customized Header Controlsp. 226
- Embed Lightning Dashboards in Your Lightning Web Runtime Experience Cloud Sites (Beta)p. 238
- Expand Analytic Workflows with Increased Dashboard Page Limitsp. 251
- Measure Care Gap Campaign Impact with a Prebuilt Dashboardp. 482
- Track the Full Referral Lifecycle with Tableau Next Dashboardsp. 492
- Report on Insurance Attributes with Custom Report Typesp. 518
- Track Mobile Push Performance in Your Content Performance Dashboardp. 645
- Analyze B2B Marketing Impact with Ready-to-Use Dashboardsp. 644
- Identify Journey Issues on a Consolidated Dashboardp. 657
- Monitor the Security Posture of Your Account with the Security Dashboardp. 660
- Analyze Loyalty Programs with More Tableau Next Dashboardsp. 675
- Monitor Referral Promotion Performance by Using Tableau Next Dashboardsp. 686
- Sales Engagement Performance Dashboard Is Scheduled for Retirementp. 941
- Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 954
- Monitor Service Operations with Dynamic Dashboards for IT Servicep. 1042
- Gain Executive Visibility with IT Leader Dashboard Metricsp. 1042
- Get Prebuilt IT Compliance Dashboards, Widgets, and Metrics in Tableaup. 1053
Summer ’2638
- Continue Analyzing Dashboard Visualizations in Contextp. 384
- Take Action on Predictions in Visualizations and Dashboardsp. 383
- Format Tableau Next Visualizations and Dashboards with Greater Controlp. 383
- Bring Custom Fonts to Embedded Tableau Next Dashboards in Experience Cloudp. 392
- Ensure Consistent Branding Across Your Reports and Dashboards with Brand Color Palettesp. 432
- Embed Custom Lightning Web Components in Dashboards for Interactive Data Views (Generally Available)p. 433
- Extend an Existing Semantic Model with CRM Analytics Dashboards (Beta)p. 438
- Improve Dashboard Responsiveness with Result Reuse for Data 360 Live Queriesp. 441
- Track Agentforce Vibes Usage with the Agentic Development Dashboard (Developer Preview)p. 801
- Reports and Dashboards REST APIp. 932
- Deploy Tableau Next Dashboards with Salesforce Gop. 1070
- Gain Faster Insights with Tableau Next Dashboardsp. 1199
- Grow Your Subscriber Base with the Subscriptions Dashboardp. 1249
- Analyze B2B Marketing Impact with Ready-to-Use Dashboardsp. 1251
- Explore Customer Journeys and Performance with Smarter Dashboardsp. 1262
- Monitor Loyalty Program Performance Using Tableau Next Dashboardsp. 1274
- Track Loyalty Promotion Effectiveness with Interactive Tableau Next Dashboardsp. 1276
- View Tableau Next Dashboards Anywhere on Mobilep. 1298
- Sales Engagement Performance Dashboard Is Scheduled for Retirementp. 1407
- Analyze IT Asset Inventory and Operational Performance with CMDB Analytics Dashboardp. 1583
- View Survey Analytics with Tableau Next Dashboardsp. 1637
- Access the Customer Signals Intelligence Dashboard from the Service Insights Appp. 1635
- Accelerate Dashboard Insights with Enhanced Document Search and Automated Refreshes for Google Drivep. 365
- Optimize Tableau Next Dashboard Loading with Configurable Data Modesp. 401
- Restructure Tableau Next Dashboard Layouts with Multi-Widget Selectionp. 403
- Format Dashboards Faster with Bulk Widget Stylingp. 404
- Update Selected Dashboard Widgets with Targeted Parameter Updatesp. 407
- Enable Mobile Access with Embedded Tableau Next Dashboardsp. 407
- Get Intuitive Browsing Across All Dashboard Pages with the Navigation Widgetp. 410
- Identify Key Performance Drivers with Cross-Metric Dashboard Summariesp. 412
- Enhance Tableau Next Dashboards with Redesigned Filter and Parameter Widgetsp. 413
- Build and Customize Tableau Next Dashboards More Efficientlyp. 415
- Filter Dashboards with Multiple Text Values Simultaneouslyp. 442
- Publish Large Dashboard Layouts with Full-Width Printingp. 443
- Export CRM Analytics Dashboards as Documents with Custom Page Sizes (Beta)p. 446
- Subscribe to Dashboard Widgets in Experience Cloud Sites (Beta)p. 447
- Explore Buyer Search Data and Behavior with Smarter Dashboardsp. 646
- Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 1428
Spring ’2617
- Agent Optimization: Voice Session Playback and Dashboard Enhancementsp. 221
- Brand Your Tableau Next Dashboards with the New Image Widgetp. 303
- Use Existing Report Settings When Adding Tables to Dashboards (Generally Available)p. 318
- Embed Custom Lightning Web Components in Dashboards for Interactive Data Views (Beta)p. 320
- Share Reports and Dashboards Folders Using Usernamesp. 319
- Download CRM Analytics Dashboard Imagesp. 322
- Monitor AI-Generated Insights and Fulfillment Data in a Single Dashboardp. 459
- Unlock Retail Banking Performance with Analytics Dashboardsp. 815
- Analyze Disease Trends and Critical Cases with Analytics Dashboardsp. 827
- Concierge Supports Multiple Semantic Models in Dashboardsp. 267
- Extend Dashboard Capabilities with Custom Lightning Web Componentsp. 306
- Simplify Dashboard Designs with the Filter and Parameter Widgetp. 307
- Reuse Widgets Across Tableau Next Dashboards and Workspacesp. 304
- Get Customized and Interactive Dashboards with Parameter Actionsp. 306
- Install New Dashboard Templates to Prioritize Sales Opportunities or Optimize Your Service Agentp. 309
- Include Email Insights in Custom Report Typesp. 1168
- Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 1175
Winter ’2627
- Unlock Deep Insights and Forecast Trends with the Digital Wallet Consumption Analytics Dashboardp. 183
- Jumpstart Dashboard Building with Marketplace Templatesp. 230
- Seamlessly Share Dashboards from Tableau Next to Slackp. 244
- Enable Translations for Reports and Dashboards Metadata Labelsp. 250
- Use Existing Report Settings When Adding Tables to Dashboards (Beta)p. 251
- Interpret Data Easily with Reference Lines in Lightning Dashboard Chartsp. 249
- Reports and Dashboards REST APIp. 466
- Refine Email Strategies with New Deliverability Dashboard Filtersp. 865
- Download Complete Journey History Dashboard Resultsp. 881
- Clearly Organize and Share Dashboards with Collectionsp. 891
- Understand SDR Agent Effectiveness with the SDR Agent Analytics Dashboard (Beta)p. 1023
- Gain Visibility into Problem Trends with Predefined Dashboardsp. 1215
- Gain Real-Time Insights with Change Management Dashboardsp. 1218
- Get Incident Information and Trends from Prebuilt Dashboardsp. 1213
- Monitor Status and Health in the Release Dashboardp. 1220
- Analyze Configuration Data with Prebuilt Dashboardp. 1225
- Monitor Discovery Results with Prebuilt Dashboardp. 1232
- Get Better Insights into IT Operations with Analytics Dashboardsp. 1245
- Maximize Dashboard Visibility with Collapsible Navigationp. 1344
- Highlight Dashboard Insights with the Color Pickerp. 231
- Add Conditional Formatting to Visualize Dashboard Data Performancep. 233
- Add Tableau Next Visualizations to Dashboards Instantlyp. 232
- Customize Visualization Widget Colors From a Dashboardp. 236
- Organize Dashboards Faster with Widget Reflowp. 234
- Optimize Dashboard Layouts and Widget Placementp. 237
- Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 1066
- Spot Trends in Object Data with New Event Log Object Analytics Dashboards (Beta)p. 1193
Summer ’2513
- Designate One Email Address to Send Dashboard Subscription Notificationsp. 276
- Distribute Reports and Dashboards on Semantic Data Models with Managed Packagesp. 278
- Choose Which Dashboard Widgets to Refresh (Generally Available)p. 274
- Deploy Reports and Dashboards on Semantic Data Models Using Change Setsp. 278
- Monitor Email Performance with Deliverability Dashboardp. 807
- Track Channel-Specific Performance with New Connector Dashboardsp. 824
- Optimize Employee Enablement Program with Dashboard and Reportsp. 1131
- Simplify Your Service Cloud Reporting with Prebuilt Dashboards and Reportsp. 1152
- Unlock Data Insights With Tableau Next Dashboardsp. 263
- Launch Salesforce Flows and Actions from Tableau Next Visualizations and Dashboardsp. 271
- Get More Filter Control for Your Dashboard Queriesp. 284
- Understand SDR Agent Effectiveness with the SDR Agent Analytics Dashboard (Beta)p. 929
- Prepare for Einstein Activity Capture Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirementp. 952
Spring ’2510
- Run More CRM Analytics Dashboard Subscriptions Per Hour in Slackp. 251
- Do More with Custom Report Types (Generally Available)p. 252
- Choose Which Dashboard Widgets to Refresh (Beta)p. 254
- Monitor Field Service Operations with New Dashboards (Beta)p. 490
- Visualize the Customer Journey with the Attribution Dashboardp. 755
- Track Channel-Specific Performance with New Connector Dashboardsp. 759
- Optimize Data Analysis, Reporting, and Decision Making with the Case Milestones Report Typep. 1081
- Unify Your Data Across Dashboardsp. 263
- Enhance Your Dashboards with Customizable Tooltip Colorsp. 264
- Analyze Order Trends on the Commerce Orders Dashboardp. 294
Winter ’259
- Do More with Custom Report Types (Beta)p. 148
- Download Directly from Dashboard Widget Action Menusp. 157
- Launch a Flow with a Dashboard Interaction (Generally Available)p. 163
- Make Dashboard Metrics Stand Out with Number Widget Enhancementsp. 161
- See Analytics Dashboards and Set Goal Targets in the Insights Workspacep. 185
- Find Agent Analytics In the Dashboards Tabp. 356
- View Pertinent Data with an Enhanced Security Center Dashboard Pagep. 841
- Check the Status of Your Connected Tenants From the Dashboard Pagep. 841
- Analyze and Enhance Customer Engagement Experience by Using CRM Analytics Dashboardsp. 913
Summer ’2416
- Embed CRM Analytics Dashboards in LWR Sites (Generally Available)p. 140
- Get More Functionality with the New Dashboard Lightning Web Component (Generally Available)p. 141
- Get Performance Insights with the Inventory Intelligence Analytics Dashboardp. 164
- Understand Shopper Behavior with the Shopper Intelligence Analytics Dashboardp. 167
- Review Product Behavior with the Product Intelligence Analytics Dashboardp. 166
- Measure the Effectiveness of Your Promotions with the Commerce Promotions Dashboardp. 178
- Track Your Store’s Financial Health with the Commerce Finance Dashboardp. 179
- Analyze Payment Performance with the Commerce Payments Dashboardp. 177
- Get Order Summary Entity Data in the Business Overview Dashboardp. 180
- Get More Trust Layer Audit Dashboards and Reportsp. 330
- Unlock Insights and Dashboards with Field Service Intelligencep. 368
- Improve Promotion Effectiveness with Analytics Dashboardsp. 408
- Access More Dashboard Improvementsp. 655
- Navigate Revenue Insights Dashboards More Easilyp. 660
- View Pertinent Data with an Enhanced Security Center Dashboard Pagep. 767
- View Contact Center Metrics on Enhanced Dashboardsp. 784
Spring ’2423
- Save Dashboard Views on Your iOS Devicesp. 120
- Control Your Report and Dashboard Sharing from the Analytics Tabp. 118
- Streamline Management of Your Dashboards With Bulk Selectionp. 119
- Save Dashboard Views on Your Android Devicesp. 121
- Transfer Lightning Dashboard Ownership (Generally Available)p. 123
- Supercharge Your Visualizations with Images, Rich Text, and Dashboard Widgets in All Salesforce Editionsp. 124
- Focus Your View with More Dashboard Filters in All Salesforce Editionsp. 125
- Filter Report Types by Objects or Fields in Enterprise and Performance Editionsp. 127
- Tailor Reports on Data Model Objects with Custom Report Typesp. 129
- Embed CRM Analytics Dashboards in LWR Sites (Beta)p. 135
- Get Improved Dashboard Performance with Better Cachingp. 134
- Get More Functionality with the New Dashboard Lightning Web Component (Beta)p. 136
- Access Report and Dashboard Subscriptions with Slack Slash Commandsp. 127
- Analyze Commerce Metrics with the Business Overview Dashboardp. 166
- Get More Insights About Your Customer’s Discovery Journey in the Updated AppExchange Marketplace Analytics Dashboardp. 261
- Create Custom Report Types for More Objectsp. 417
- Track Program Effectiveness by Using Analytics Dashboardsp. 441
- Access the Enhanced Climate Action and Audit Dashboards Quicklyp. 441
- Save Dashboard Views on Your Mobile Devicesp. 514
- See More Activities Dashboards in One Placep. 574
- Access Dashboard Improvementsp. 584
- Unlock More Details and Spot Trends with More Forecasting Custom Report Typesp. 603
- Create Reports for Agent Work with Pre-Configured Report Typesp. 763
Winter ’2417
- Explore Tableau Views in CRM Analytics Dashboards With Custom Filters (Generally Available)p. 110
- View Report and Dashboard Asset Details From the Analytics Tabp. 111
- Update CRM Analytics Dashboard Layouts Automaticallyp. 118
- Highlight and Share Key Data Cloud Metrics in Dashboardsp. 122
- Open Reports and Dashboards in Multiple Tabs from the Analytics Tabp. 124
- Transfer Ownership of Lightning Dashboards (Beta)p. 123
- Launch a Screen Flow with a Dashboard Interaction (Beta)p. 132
- Create Consistent Dashboards with Themesp. 130
- Reset Dashboard Navigation with the Clear Selections Interactionp. 127
- Streamline Business Operations by Using Analytics Dashboardp. 134
- Get Useful Information on Visual Remote Assistant with the Value Dashboardp. 336
- Update CRM Analytics Dashboards Automaticallyp. 484
- Monitor Your Service Operations with Case Dashboardsp. 661
- Let Agents See Their Caseloads with My Performance Dashboardsp. 664
- See Top Customer Requests with Einstein Conversation Mining Dashboardsp. 663
- Improve Agent Performance with Omni-Channel Dashboardsp. 662
- Set Up Amazon Real-Time Metrics Dashboard from Omni Supervisorp. 711
Summer ’2317
- Manage Your Reports and Dashboards on the Analytics Tab (Generally Available)p. 106
- Focus Your View with More Dashboard Filtersp. 105
- Post Lightning Dashboards with CRM Analytics for Slackp. 103
- Enhance Your Visualizations with Images, Rich Text, and Dashboard Widgetsp. 105
- Start a Dynamic Flow Directly from a Dashboard Widget (Beta)p. 113
- Post Lightning Dashboards in Slackp. 106
- Use Enhanced Single-Click Interactions in Dashboard Widgetsp. 112
- Better Performance for Embedded Analytics Dashboardsp. 117
- Troubleshoot Dashboard Performance Quickly with Dashboard Inspector 2.0p. 117
- Experience Faster Dashboard Explorationp. 120
- Get Improved Dashboard Performance with Better Cachingp. 119
- Build Dashboard Interactions with the Improved Developer Guidep. 123
- Show Important Information on a Dashboardp. 311
- View Interactive Dashboards in Promotionsp. 343
- Streamline Care Management by Using Analytics Dashboardsp. 384
- Manage Exported Data and Ensure Customer Privacy with Audit Trail Export Dashboardp. 473
- Understand Your Sales Pipeline with the Sales Stage Analysis Dashboardp. 541
Spring ’2311
- Stay Informed on Dashboard and Report Subscriptionsp. 92
- Stay Organized by Adding Reports and Dashboards to Collections (Beta)p. 93
- Subscribe to More Reports and Dashboardsp. 92
- Enhance Lightning Dashboards with Text and Graphics (Beta)p. 96
- Filter Report Types by Objects or Fields (Generally Available)p. 95
- Move Through Dashboards with a Single Click (Generally Available)p. 103
- Customize Dashboards and Manage Revenue Betterp. 101
- Improve Dashboard Accessibility with High-Contrast Colorsp. 108
- Better Performance for Embedded Analytics Dashboardsp. 106
- Include Lightning Reports and Dashboards in Collections (Beta)p. 131
- Get the Impact of In-Day Optimization With the Optimization Hub Dashboardsp. 315
Winter ’2318
- Review a Custom Report Type’s Structure During Report Creationp. 94
- Collaborate Around Data with Lightning Reports and Dashboards in Slackp. 93
- Filter Custom Report Types by Salesforce Fields (Beta)p. 96
- Find Your Reports and Dashboards Faster in Analytics Homep. 95
- Subscribe to Lightning Reports and Dashboards Directly in Slackp. 94
- Get Started Fast with the Service Performance Dashboardp. 108
- Dive into Your Metrics with the Case Embedded Dashboardp. 108
- View Analytics from Anywhere with Mobile Sales and Service Performance Dashboardsp. 109
- Build Rich Custom Dashboards with the FSC Wealth Component Libraryp. 110
- Move Through Dashboards with a Single Click (Beta)p. 114
- Add Lightning Reports to Your Dashboards with Direct Report Queriesp. 119
- Experience Improved Responsiveness While Editing Dashboards with Multiple Pagesp. 121
- New and Changed Report Type REST API Resourcesp. 270
- Use a Dashboard to Stay on Top of Collectionsp. 560
- Get Value Insights with the Einstein Reply Recommendations Value Dashboardp. 720
- Get Value Insights with the Einstein Article Recommendations Value Dashboardp. 718
- The Chatbot Analytics v2 Dashboard Has Been Retiredp. 725
- More Custom Report Typesp. 676
Summer ’2213
- Find the Best Report Type for New Reports (Generally Available)p. 100
- Manage Your Reports and Dashboards in Analytics Home (Beta)p. 103
- Get Your Opportunity Details in a Snap with the New Customer Insights Opportunity Embedded Dashboardp. 137
- Customize the New Customer Insights Sales Performance Dashboard with Easep. 138
- Improve Readability by Shortening Numbers in Your Dashboardsp. 146
- Do More with Reusable Dashboard Componentsp. 145
- Add Filters to External Data Sources in Embedded Dashboardsp. 151
- Optimize Dashboard Performance with Global Filters on Salesforce Objects and CDP Datap. 149
- Other Enhancements to CRM Analytics Explorer and Dashboardsp. 153
- Accessibility Improvements in CRM Analytics Dashboardsp. 153
- Add Segments to Promotions Directly from Your Dashboardp. 410
- Get More Custom Report Typesp. 626
- View Savings at a Glance with the Einstein Bots Value Dashboardp. 661
Spring ’2214
- Easily Find the Right Report Type for New Reports (Beta)p. 103
- Automatically Tune Your Dashboards to Your Business Goals with Dynamic Gauge Charts (Generally Available)p. 106
- Include Custom Functionality in Tableau CRM Dashboards with Lightning Web Components (Generally Available)p. 130
- Optimize Dashboard Performance with Global Filters on Live Datasetsp. 139
- Configure Filters for Live Datasets in Embedded Dashboards Using JSONp. 141
- Improved Experience When Navigating Between Tableau CRM Dashboardsp. 139
- Set a Higher Query Limit in Explorer and Dashboard Widgetsp. 144
- Share Dashboard Views Through Collectionsp. 175
- View Tableau CRM Dashboards with Analytics Cardsp. 435
- Understand Your Revenue Performance in a Snap with the Overview Dashboardp. 495
- See Your Bottom Line with the Sales Performance Dashboardp. 497
- Improve Team Productivity with the Team Performance Dashboardp. 496
- Launch Amazon Real-Time Metrics Dashboard from Omni Supervisorp. 598
- View Savings at a Glance with the Einstein Case Classification Value Dashboardp. 616
Winter ’2210
- Automatically Tune Your Dashboards to Your Business Goals with Dynamic Gauge Charts (Beta)p. 94
- Manage Dashboard Layouts with Easep. 120
- Give Your Users Custom Functionality in Tableau CRM Dashboards with Lightning Web Components (Beta)p. 127
- Jump-Start Templated App Development with Dashboard Componentsp. 125
- Analyze Tableau CRM Lens and Dashboard Usage with AppExchange App Analyticsp. 239
- Monitor Your AMP Promotion Performance in the AppExchange Marketplace Analytics Dashboardp. 240
- Changed Resources: Dashboard Resultsp. 263
- Choose Whether the Activities Dashboard Is Availablep. 504
- Analyze Service Calls in a Dedicated Conversation Insights Dashboardp. 518
- Analyze Service Calls in the Einstein Conversation Insights Dashboardp. 593
Summer ’2111
- Auto Add Fields to Custom Report Types (Generally Available)p. 100
- Download a Dashboard Image to a Filep. 100
- Improve Your Win Rates from Anywhere with the Revenue Operations Sales Manager Embedded Dashboardp. 131
- Supercharge Productivity When You Copy and Paste Widgets Across Dashboardsp. 133
- Add Richness to Your Dashboard Insights with Enhanced Text Formattingp. 133
- Find Dashboards and Datasets by Field Using Semantic Searchp. 141
- Use Dashboards with Improved Accessibilityp. 150
- Make Dashboards Instantly Interactivep. 184
- Discover Relevant Dashboards with Smart Recommendationsp. 183
- Move Between Dashboards and Actions Quickly with Enhanced Mobile Navigationp. 186
- See Lead Event Drivers and More in the Updated AppExchange Marketplace Analytics Dashboardp. 262
Spring ’214
Winter ’2113
- Do More with Call Coaching Dashboardsp. 171
- Enjoy Enhancements to the Activities Dashboardp. 219
- Auto Add Fields to Custom Report Types (Beta)p. 310
- Emphasize Key Metrics in Dashboard Text with Conditional Formattingp. 338
- Protect Data in Embedded Dashboards with Locked or Hidden Filtersp. 339
- Save Time Creating and Managing Dashboards with Reusable Dashboard Components (Pilot)p. 341
- Add Faceting to More Data in Dashboardsp. 342
- Control Who Shares Dashboard and Lens Imagesp. 372
- Access Dashboards from a Record Page with Custom Linksp. 373
- Subscribe to Lenses and Dashboard Widgets for Timely Email Updates (Generally Available)p. 370
- Connect Faster with the B2B Commerce Integration Dashboardp. 393
- Streamline How Your Mobile Users Access Dashboards from a Record Pagep. 428
- Get Clearer B2BMA Dashboard Metricsp. 639
Summer ’208
- Streamline Pricing Management with Product and Pricing Custom Report Typesp. 145
- Monitor Business Performance with a Single Dashboard (Beta)p. 301
- Add Dynamic Values to Dashboard Text Without Codep. 333
- Choose Where Users Open Embedded Dashboardsp. 335
- Sort Data in Dashboards with a Single Clickp. 334
- Create a Learning Journey in the Dashboard Learning Resources Panelp. 351
- Track Your Carbon Footprint with Einstein Analytics Dashboardsp. 408
- Add Live Einstein Analytics Dashboards to Quip Documents (Generally Available)p. 640
Spring ’2011
- Access Reports and Dashboards in the Recycle Binp. 82
- Train Your Bot Faster with the Upgraded Model Management Dashboardp. 203
- Work with Reports and Dashboards in a Right-to-Left Language (Generally Available)p. 257
- Visualize Where Dataset, Lens, Dashboard, and Story Data Originatesp. 261
- Manage How Records Open from an Embedded Dashboardp. 284
- Customize Number Formatting in Lenses and Dashboardsp. 287
- Collaborate on a New Version of a Dashboard Behind the Scenes with Publisher Feature (Generally Available)p. 293
- Get Familiar with JSON Changes for Dashboard Designerp. 296
- Report Builder for Lightning Communities (Generally Available)p. 314
- Monitor Distributor Performance with the Distributor Performance Dashboard and Metricsp. 370
- Monitor Revenue Realization and Account Performance with Dashboards (Beta)p. 400
Winter ’2020
- Interact with Embedded Einstein Analytics Dashboards in the Salesforce Mobile Appp. 118
- Access Einstein Analytics Dashboards from Links in Salesforce for iOSp. 118
- Search for Einstein Analytics Dashboards in Salesforce for iOSp. 119
- Your Favorite Dashboards Are Just One Tap Away in Salesforce for iOSp. 119
- Easily Find Reports and Dashboards with Familiar Listsp. 128
- Add Model Factors to Opportunity Custom Report Typesp. 149
- Activities Dashboard No Longer Shows Accounts and Opportunities by Usersp. 174
- Dig into Account Records with Engagement History Dashboardsp. 208
- Right-to-Left Language Support for Reports and Dashboards (Beta)p. 263
- Account Team Support Was Added to Reports and Dashboardsp. 266
- Preview Your Custom Onboarding Videos in the Dashboard Designerp. 296
- Steps in Dashboards Are Now Called Queriesp. 294
- Back Up and Restore Your Analytics Dashboards, Lenses, and Dataflows with Asset Version Historyp. 299
- Get and Set Dashboard States with the Analytics Web SDKp. 301
- Collaborate on a New Version of a Dashboard Behind the Scenes with Publisher Feature (Pilot)p. 297
- Preview Dashboards Before You Print or Save Them as PDFsp. 328
- Publish Dashboards and Lenses to Quip Slidesp. 327
- Open Records from Einstein Analytics Dashboards in Lightning Page Tabsp. 329
- Read Right to Left in Reports and Dashboards (Beta)p. 455
- Publish Einstein Analytics Dashboards and Lenses to Quip Slidesp. 596
Summer ’1910
- Sort Dashboard Components by Groups and Measuresp. 250
- Get Better Dashboard Charts and Tables in Subscription Emailsp. 254
- Other Enhancements: Predictive Analytics in Templates, Easy Dashboard Embeddingp. 273
- Style Dashboard Controls with Enhancements to Global Filters and List, Date, and Range Widgetsp. 278
- Debug Steps with the Dashboard Inspectorp. 281
- Revert to Previously Saved Versions of Dashboards, Lenses, and Dataflows Using Asset History (Pilot)p. 284
- Quickly Build Contextual Filters for Dashboards Embedded in Record Pagesp. 295
- Drive Adoption and Engagement with In-Dashboard Video Onboardingp. 299
- Quickly Build Contextual Filters for Einstein Analytics Dashboardsp. 316
- Changed Resources: reports/, dashboards/, notifications/p. 524
Spring ’1912
- Grant Access to Records, Report and Dashboard Folders, and List Views by Territoryp. 112
- Get More Out of the Activities Dashboardp. 124
- Check Out the Improved Bots Performance Dashboardp. 181
- Show More Data with 12-Column Dashboardsp. 240
- Other Enhancements to Dashboards in Lightning Experiencep. 243
- Subscribe to Reports and Dashboards by Group or Rolep. 247
- People with SalesforcePlatform User Licenses Can Subscribe to Reports and Dashboardsp. 248
- Search App and Dashboard Template Pickers to Find the One You Wantp. 266
- Build Visualizations Quickly with Smart Dashboard Templatesp. 264
- Link to Pages in Different Dashboardsp. 266
- Take Action in Salesforce from Analytics Dashboardsp. 327
- Embed Dashboards in Lightning Experience Pages to Get Contextual Insightsp. 350
Winter ’1913
- B2B Marketing Analytics Dashboards Changedp. 184
- Edit Joined Reports with Lightning Report Builder (Beta)p. 266
- Add Up to 50 Values to Each Dashboard Filterp. 272
- Use Joined Reports as Source Reports for Dashboard Componentsp. 275
- Quick Search: Find Reports, Dashboards, and Folders Fastp. 277
- Set Decimal Precision in Dashboard Charts and Tablesp. 273
- Customize Axis Ranges on Dashboard Chartsp. 274
- Report and Dashboard Folder Enhancementsp. 278
- Other Reports and Dashboards Enhancementsp. 279
- Smart Dashboard Templates Create Ready-Made Dashboards from Existing Datasetsp. 296
- Hide Widget Actions from Dashboard Viewersp. 296
- Track Analytics Dashboard Requests in Your Event Log Filesp. 456
- Einstein Analytics Classic Designer Dashboards Are Retiringp. 458
Summer ’1817
- Give All Inbox Users Access to the Activities Dashboardp. 164
- Reimagine Reporting with Lightning Report Builder (Generally Available)p. 253
- Add a Report to a Dashboard from the Reportp. 262
- Use Source Report Charts in Dashboard Componentsp. 263
- Link from Dashboard Components to Websites or Salesforce Recordsp. 261
- Chart Enhancements for Dashboards in Lightning Experiencep. 265
- Other Enhancements to Dashboards in Lightning Experiencep. 268
- Enhance your Report and Dashboard View in Lightning Experiencep. 269
- Add Dashboard Subscriptions for Others in Lightning Experiencep. 272
- Organizing your Report and Dashboard Folders in Lightning Experiencep. 270
- Go Directly from Notification to Dashboard Viewp. 276
- Share Dashboard Views Using Annotationsp. 277
- Break Up Monolithic Dashboards to Improve Performance (Generally Available)p. 286
- Other Enhancements to Analytics Charts and Dashboardsp. 298
- Get Familiar with JSON Changes for Dashboard Designerp. 296
- Community Case Deflection Dashboard Removed From Community Management Packagep. 367
- Changed Resources: /analytics/reports, /analytics/dashboards, and foldersp. 539
Spring ’1817
- Reports and Dashboards: Lightning Experience Considerationsp. 91
- Update the Einstein Automated Contacts Dashboardp. 107
- Update the Einstein Lead Scoring Dashboardp. 107
- Lightning Experience Report Builder Feature Differences and Gapsp. 233
- Color Your Dashboard Data with Themes and Palettesp. 236
- Subscribe to Dashboards to Schedule Refreshes and Get Email Updatesp. 235
- Add Tables with Up to 10 Columns to Dashboards (Generally Available)p. 234
- Other Enhancements to Dashboards in Lightning Experiencep. 237
- Improved Experience for Sharing Dashboard Components on Chatterp. 236
- Chart Enhancements for Reports and Dashboards in Lightning Experiencep. 238
- Save Your View of a Dashboardp. 252
- Share Dashboards Filtered Your Wayp. 258
- Create PDF Files and Print Your Einstein Analytics Dashboardsp. 259
- Other Enhancements to Analytics Charts and Dashboardsp. 260
- Get Familiar with JSON Changes for Dashboard Designerp. 265
- Include the Views Menu with Embedded Analytics Dashboardsp. 263
- Feel Your Community’s Vibe with the Sentiment Analysis Dashboard (Pilot)p. 318
Winter ’1825
- Reports and Dashboards: Lightning Experience Considerationsp. 92
- Create Tomorrow’s Reports Today with the Lightning Report Builder (Beta)p. 227
- View Filtered Reports by Clicking Chart Segments from Dashboardsp. 233
- Add Tables with Up to 10 Columns to Dashboards (Beta)p. 230
- Embed Dashboards on the Home Tab and in Lightning Appsp. 231
- Chart Enhancements for Reports and Dashboards in Lightning Experiencep. 234
- Other Enhancements to Reports and Dashboards in Lightning Experiencep. 236
- Locate Lenses and Dashboards Lightning Fast with Lightning Experience Global Searchp. 256
- Break Up Monolithic Dashboards to Improve Performance (Beta)p. 275
- Control Dashboard Filters with New Faceting Behaviorp. 280
- Round Out Your Dashboard with Related Web Contentp. 281
- Tune Your Dashboard Based on Inspector Recommendationsp. 273
- Get Familiar with Dashboard JSON Changes for Wave Designerp. 284
- Create Dashboard Controls Using Global Filtersp. 282
- Other Enhancements to Wave Dashboard Designerp. 291
- Explore the Latest Dashboards and Lenses on Android Devicesp. 326
- Discover Dashboards with New SDK Functionality.p. 330
- Control the Display and Functionality of Embedded Dashboardsp. 333
- Collaborate on Dashboards with Annotations in Communitiesp. 332
- Bring Apex Capabilities into Analytics Dashboards (Beta)p. 335
- Create a Custom Report Type to See Your Top-Ranked Groupsp. 382
- Collaborate on Analytics Dashboards with Annotationsp. 396
- SEO-Friendly URLs for Case, Dashboard, Group, and Report Detail Pagesp. 400
- Create a Custom Report Type to See Your Top Ranked Groupsp. 406
- Changed Resources: Dashboard Describe and Dashboard Resultsp. 607
Summer ’1722
- Find Unused Reports and Dashboards with Optimizerp. 62
- Reports and Dashboards: Lightning Experience Considerationsp. 105
- Add Dashboard Filters in Lightning Experiencep. 250
- Find Reports More Easily While Adding or Editing Dashboard Componentsp. 250
- Add Combination Charts to Dashboards in Lightning Experiencep. 251
- Reports and Dashboardsp. 249
- Create Report and Dashboard Folders in Lightning Experiencep. 253
- Other Enhancements to Reports and Dashboards in Lightning Experiencep. 254
- Get Notified About Changes to Any Dashboard Widgetp. 267
- Delete a Dashboard from Its Tile or List Viewp. 269
- Tailor the Results to the User Viewing the Dashboardp. 287
- Run Your Dashboards Faster with the Dashboard Inspectorp. 284
- Get Familiar with Dashboard JSON Changes for Wave Designerp. 289
- Embed Wave Dashboards in Communities the Easy Way with Community Builderp. 328
- Embed Trending Dashboards into Lightning Reportsp. 330
- Delete Inactive Trending Dashboardsp. 330
- Optimize Sales Processes With the Latest Sales Wave Dashboardp. 338
- Keep Your Team Productive and Customers Happy with New Service Wave Dashboardp. 339
- Communicate with Wave Dashboards Using the Web SDKp. 346
- Create a Custom Report Type to See Click-Through Rates for Related Articlesp. 391
- Embed Wave Analytics with the Wave Dashboard Componentp. 392
- Changed Resources: Analytics Notifications and Dashboard Describep. 599
Spring ’1717
- Reports and Dashboards: Lightning Experience Considerationsp. 95
- Reports and Dashboardsp. 221
- View Dashboards as Other People in Lightning Experiencep. 225
- Follow Dashboards in Lightning Experiencep. 228
- Add Funnel and Scatter Charts to Lightning Experience Dashboardsp. 229
- Other Enhancements to Reports and Dashboards in Lightning Experiencep. 230
- Move Dashboards Between Folders in the Lightning Experience Dashboard Builderp. 228
- Share Dashboard Charts by Posting Them to Chatter in Lightning Experiencep. 226
- Expand Dashboard Components to Get the Big Picture in Lightning Experiencep. 227
- Build Dashboards Faster with Widget Cloning and Step Replacementp. 259
- Take Advantage of Other Enhancements to Wave Dashboard Designerp. 269
- Group Columns with Boolean Values in Trending Dashboardsp. 271
- New Service Wave Analytics Dashboard and Datasets Bring Live Agent and Omni-Channel Data Into Focusp. 272
- Create Report and Dashboard List Views and Detail Pagesp. 310
- Create a Custom Report Type to See Click-Through Rates for Related Questionsp. 323
- New Resource and Parameters: Report Types, lightningSubscribep. 490
- Changed Resources: Dashboard DescribedashboardMetadata and Dashboard Resultsp. 491
Winter ’1717
- Reports and Dashboards: Lightning Experience Considerationsp. 84
- Name Fields in Rows Visible in Custom Report Typesp. 135
- Reports and Dashboardsp. 139
- Design Your Dashboard with Keyboard Shortcuts, Use a Screen Readerp. 140
- Preserve Filters When Drilling in to a Report from a Dashboard in Lightning Experiencep. 142
- Track Your Business Over Time with Trending Wave Dashboardsp. 148
- Quickly Create Dashboards with Templates and Widget Wizardsp. 159
- Get Familiar with Dashboard JSON Changes for Wave Designerp. 175
- Gain More Control of the Dashboard Using the New Propertiesp. 174
- Get More Support with Enhanced Dashboard User Assistance and Documentationp. 176
- Annotate and Collaborate on Wave Dashboards More Easilyp. 179
- Download Dashboard Widget Data in the Wave Dashboard Designerp. 180
- Add Reports and Dashboards to Community Pagesp. 264
- Create Your Own Community Dashboards and Use Labels of Your Choicep. 288
- Improve Your Community’s Search Quality with Search Dashboardsp. 291
- Read More Dashboard Metrics at Once in Salesforce1p. 340
- Changed Resources: reportMetadata and Dashboard Resultsp. 485
Summer ’1622
- Reports and Dashboards: Lightning Experience Considerationsp. 70
- Reports and Dashboardsp. 132
- Undo and Redo Actions in the Lightning Experience Dashboard Designerp. 135
- Collaborate with Others on Report and Dashboard Feeds in Lightning Experiencep. 134
- Use SOQL to Identify Reports Used by Dashboard Componentsp. 136
- Sort Records in Reports and Dashboards by Encrypted Fieldsp. 136
- Collaborate on Flex Dashboards with Annotationsp. 142
- Embed Wave Dashboards in Lightning Pages (Generally Available)p. 146
- Include Sharing Options in Embedded Dashboardsp. 145
- No More Slides: Present Live Dashboards and Lensesp. 144
- Fit Widgets Better in Dashboardsp. 151
- Create Clean Dashboards with a Background and Widget Spacingp. 152
- Instantly Update Widgets in a Dashboardp. 156
- Other Enhancements in Wave Exploration and Dashboardsp. 157
- Improve Your Dashboards with New XMD Elementsp. 169
- Salesforce1: Keep Filters When Drilling into Reports from Dashboardsp. 225
- Salesforce1: Easily Read Data-Dense Charts in Dashboard Componentsp. 224
- Community Management Dashboards Now Refresh Automaticallyp. 280
- Edit Your Community Management Dashboards More Easilyp. 280
- New Custom Report Types for Community Moderationp. 280
- Changed Resource: Dashboard Resultsp. 422
- New Resources: Dashboard Describe and Report Queryp. 421
Spring ’1620
- Reports and Dashboards: What’s Not in Lightning Experiencep. 93
- Know Where You Stand with Dashboardsp. 103
- View Tables on Dashboards in Lightning Experiencep. 159
- Filter Dashboards in Lightning Experiencep. 158
- View Dynamic Dashboards as Other Users in Lightning Experiencep. 158
- Improvements to the Reports and Dashboards Home Pages in Lightning Experiencep. 160
- Manage Everyone’s Reports and Dashboardsp. 162
- Pipe Activity and Account Summary Dashboards Added to Sales Wave Appp. 170
- App Setup Dashboard Tracks Your Configuration Wizard Selectionsp. 171
- Quickly Build Responsive Grid-Based Dashboards with Flex Dashboard Designer (Beta)p. 172
- Customize Lenses and Dashboards More Easily with Integrated Toolsp. 175
- Make Your Dashboards More Interactive with Auto-Faceted SAQL Query Lensesp. 179
- Take Out the Guesswork When Designing a Dashboard Layoutp. 181
- Manipulate Wave Dashboards with a New API Resourcep. 197
- Enhance Dashboard Data with New Extended Metadata Representations in the REST APIp. 197
- Lightning Dashboards in Community Managementp. 291
- Increased Dashboard Refresh Limit for Role-Based External Usersp. 290
- New Custom Report Types and Fields for Moderation, Recommendations, and User Profilep. 290
- New and Improved Insights and Dashboard for Community Managementp. 293
- Changed Reports and Dashboards REST API Request and Response Bodiesp. 456
Winter ’1615
- Reports and Dashboards: Lightning Experience Limitationsp. 101
- Sales Wave Enhanced With Two New Dashboardsp. 168
- Download and Share Screenshots of Wave Dashboards and Lensesp. 178
- Embed Wave Dashboards in Lightning Pages (Pilot)p. 173
- Redesigned Reports and Dashboards Home Pages (Lightning Experience)p. 189
- Create Beautiful Dashboards Using a New, Feature-Rich Editor (Lightning Experience)p. 190
- Present and Share Information in Interactive Dashboards (Lightning Experience)p. 191
- Reports and Dashboards: Compatibility Between Lightning Experience and Salesforce Classicp. 195
- View Lightning Experience Reports and Dashboardsp. 249
- See More Details on the Dashboard Home Page (Tablets Only)p. 249
- See In-App Alerts When Dashboards Finish Refreshingp. 250
- Your Community Management Home Page Now Maps to a Dashboardp. 279
- Add a Wave Dashboard Component in Lightning App Builder (Pilot)p. 438
- New Reports and Dashboards REST API Methodsp. 469
- Changed Reports and Dashboards REST API Request and Response Bodiesp. 469
Summer ’1510
- Post Images of Lenses and Dashboards to Chatterp. 58
- Add Custom Menus to Create Salesforce Actions and Link to Records from Dashboards and Lensesp. 58
- Add a Dashboard to a Visualforce Pagep. 57
- Create and Edit Dashboards (v1.3)p. 74
- Link from Lens and Dashboard Tables and Chartsp. 82
- Add Dashboards to Page Layouts (Generally Available)p. 82
- Mobile Dashboards for iPad App No Longer Supported as of Summer ’15p. 108
- Enhanced Dashboards, Reports, and Metrics Added to the Communities Dashboards Packagep. 123
- Use Dashboards and Reports to Monitor Campaignsp. 132
- Add an Analytics Cloud Dashboard to a Visualforce Pagep. 253
Spring ’1516
- Show Preview Thumbnails for All Lenses and Dashboardsp. 67
- Restore a Dashboard to Its Initial Statep. 68
- Add Dashboards to Page Layouts (Pilot)p. 69
- See Details About a Dashboard Widget’s Lensp. 71
- Preserve Selections on One Dashboard When Linking to Othersp. 71
- Manage Lenses Clipped to Dashboards More Easily Using an Enhanced Lens Menup. 70
- Create Dashboards Fast with the Dashboard Builderp. 79
- Represent Dashboard Data in JSONp. 79
- Use Filters in Dashboardsp. 113
- Specify the Running User on Dynamic Dashboardsp. 114
- Refresh Dashboards More Easilyp. 114
- View All Columns of Your Dashboard at the Same Time (Tablets Only)p. 115
- Dashboard Updates for External Users with Super User Accessp. 147
- Create Custom Report Types for Duplicate Record Reportsp. 154
- Report on Chatter Usage with the Salesforce Chatter Dashboards Packagep. 202
- Dashboard Wizard and API Create Correct Relative URLsp. 215
Winter ’1511
- Represent Dashboard Data in JSONp. 53
- Create Dashboards Fast with the Dashboard Builderp. 53
- Filter Dashboard Componentsp. 90
- Upgrade to the New Salesforce Communities Dashboards Packagep. 116
- Dashboard Enhancementsp. 116
- New Dashboards, Reports, and Metrics Added to the Communities Dashboards Packagep. 115
- Map Unique Dashboards per Communityp. 117
- Create Custom Report Types for Duplicate Record Reportsp. 138
- Share a Dashboard in Chatterp. 186
- Filter a Report From a Dashboard Componentp. 187
- Drill Down from a Dashboard to a Matrix Reportp. 89
Summer ’148
- Drill Down from a Dashboard to a Reportp. 70
- Differences Using Dashboards and Reports in Salesforce1p. 81
- View Visualforce Dashboard Componentsp. 72
- Create Dashboards for the Community Engagement Consolep. 109
- Map Dashboards to Pages in the Community Engagement Consolep. 110
- Resources for the Dashboards APIp. 192
- Dashboards API Limitsp. 192
- Analytics Dashboards APIp. 336
Spring ’144
Winter ’144
Summer ’139
- Create a Forecasting Quotas and Forecasting Items Custom Report Typep. 87
- Why Switch to the New Way of Sharing Reports and Dashboards?p. 137
- Turn On Enhanced Sharing for Reports and Dashboardsp. 138
- User Permissions for Sharing Reports and Dashboardsp. 140
- Scatter Charts Default Dashboards Behaviorp. 147
- View Dashboards in Salesforce Touch on iPhone Devicesp. 142
- Sticky Dashboard Filtersp. 146
- External Users Can View Reports and Dashboards in Communitiesp. 148
- Dashboards in Chatter 4.0 for iPhone and iPad Devicesp. 146
Spring ’133
Winter ’133
Summer ’122
Spring ’125
Winter ’122
Winter ’117
Summer ’104
Spring ’107
- Custom Report Types for Article Datap. 112
- See a Dashboard's Running Userp. 133
- Custom Dashboard Tablesp. 131
- New Visibility Option for Report and Dashboard Foldersp. 134
- Updated Labels for Metric and Table Dashboard Componentsp. 135
- The New Report Builder—Developer Previewp. 129
- Dashboard Finder Improvementsp. 133
Winter ’103
Summer ’092
Spring ’092
Winter ’094
Summer ’082
Spring ’083
Winter ’085
Summer ’0714
- 60 lookup objects per custom report typep. 7
- Translating custom report typesp. 7
- Four objects per custom report typep. 7
- Managing custom report typesp. 7
- Renaming and pre-selecting report type fieldsp. 7
- Choosing object relationships for a report typep. 7
- Select Columns layout for a report typep. 7
- Custom report types in AppExchange appsp. 7
- 1000 fields per custom report typep. 7
- Custom Report Typesp. 7
- Custom report type deployment statusp. 7
- Read-only dashboards in Group Editionp. 27
- AdWords dashboard and reportsp. 27
- Packaging custom report typesp. 76
Spring ’072
Winter ’073
Summer ’061
Winter ’061
Summer ’053
Winter ’054
Summer ’043
Spring ’041
- Cloning dashboardsp. 57
Winter ’043
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