Trailblazer Community Latest Ideas

Set Default Dashboard Filter Value

Tue, 21 Sep 2021 12:53:35 +0000

When creating dashboard filters, I'd like the ability to set a default value for the Dashboard to open with.

There was previously an open Idea for this, and it was merged with another idea for passing filter values in the url, but this does not accomplish the goal in a use case where the user sees the dashboard on their home page layout, or navigates directly to it from the Dashboards tab.

Having home dashboard customizable for each individual user.

Tue, 21 Sep 2021 10:41:13 +0000

I would like to have the Home Dashboard customizable for each individual user.

We had that functionality in Salesforce Classic Edition.

This will make all our users able to create relevant home dashboards, since it is impossible to create home dashboards that support all users needs.

ダッシュボードの一部（ヘッダーメニュー・ツールチップ等）をコミュニティ上で非表示にする

Tue, 21 Sep 2021 02:55:28 +0000

■問題点
　コミュニティ上に配置したダッシュボードにて、tabキーで項目移動していくと、
　（Lightningコンポーネントで隠している）ダッシュボードのヘッダーメニューが
　表示されてしまう。

　→コミュニティページにEAのグラフを埋め込む際、ダッシュボードのヘッダーメニュー
　　を表示させたくない為、 Lightningコンポーネントで隠している。
　　・tabキー押下により、隠れている部分のメニューが表示され、選択できてしまう。
　　・メニューのツールチップが見切れて表示されてしまう。

★アイデア（要望）
　ダッシュボードのヘッダーメニューやツールチップを非表示にする機能が欲しい。

■期待できる効果
　・ユーザ（お客様）のシステムに対する品質イメージの向上。
　・ユーザ（お客様）からの問い合わせの低減。

Improve Display/Hide Capabilities for Components

Sun, 19 Sep 2021 04:37:47 +0000

Improve Display/Hide Capabilities for Components

Showcase bar length values without too much resizing the component column width

Fri, 17 Sep 2021 06:09:06 +0000

If your x-axis (horizontal bar graph) values (grouping) are too many, the bar length values for two 2 x-axis/y-axis added on the chart properties will not showcase as the component column width would be crowded for the values and spacing in between the bar graphs. This requires us to widen/resize the column width of the component just to see the values showing.

Hoping that the font size of the bar length values and spacing of the graphs adjust to the dashboard component column/size to display values.

Allow renaming of report column headers

Thu, 16 Sep 2021 10:31:37 +0000

We have found that sometimes the report column gheaders as shown on Run screen are too large. For instance, we have a field on the opportunity called "Combined Opportunity Probability" (it take sinto account stage, and other custom fields).

On a sales report that also has CPQ Quote detiails on it, the column header shows "Opportunity: Combined Opportunity Probability", but just makes the column way too wide than is needed. Ideally, I would like to rename the column header on the report to "%", so it would not take up as much space.

This is just one example, there are others where a field name makes sense on the record detail, but not on the report, or we may want to rename headers based on the context of the report.

Something like a drop down in edit mode that says "Report Header Label", that defaults to the full name, but allows users to put a simpmle label in would be great, and would really increase user adoption :)

Mathematical Financial functions in Excel should be available in Salesforce

Thu, 16 Sep 2021 04:50:27 +0000

SFDC should allow all mathematical functions that are avaialable in Excel. XIRR, TWRR and other functions used in Finance is aboslutly necessary to create reprots and also use for development.

Also when we use mathematical models the reports should also allow three dimensional reporting with more functions values and drop down and increase the grouping from 2 to unlimited or min 5-6 and also have more drop down based on the fields selected. If this is addressed many of the reporting layers could be strengthened and made useful.

Remove Linked Filters when Editing Reports

Wed, 15 Sep 2021 14:24:44 +0000

If you click on a Dashboard component, it applies "Linked Filters".
If a user then goes to edit that report, those Linked Filters are added to the report filters.

These extra filters can then accidentally be saved in the report. Linked filters should instead be removed when editing reports.

Reports:User search isn't working in Edit Recipients UI from Report Subscription

Mon, 13 Sep 2021 17:31:53 +0000

When I am trying to subscribe report, if I type any part name of user in Edit Recipients screen from Edit subscription from reports, it prompted with suggestable user names to select. but here I may see more than one user when there are multiple users with same name and I am forced to select a name from the list and can't find the correct name to select due to same name for multiple users. If we can show the user search list along with their email address then it would be easier to select the required user. Another issue is, when I click on search icon (i.e. magnifying glass ) to see the matched users then the user search does not working. If this works then it should show the user names with their email address then we can distinguish the users when they have same names with different email address. Steps to reproduce this Reports->Subscription->Edit Subscription->Edit Recipients->Entity Type->User, then enter the name & click on Search icon

Filter on Summary Formula Column

Fri, 10 Sep 2021 05:20:27 +0000

There are many cases which we need to filter on summary formula column. For example, we want to count Account with at least two contacts or we want to count Opportunity with at least five log calls to close deal...But we cant do it directly in Salesforce report builder.

I'm a SQL user and I know that systax Group By + Having are realiy popular and they are supported on many analytic tools. Salesforce service are really premium but report builder like a joke.

Please help me to upvote this idea to make report builder more powerful.