5 Awesome new features in Spring ’14 that you may have missed
- AUTHOR Luke Duncan
- March 14, 2014
- 2 Comments
The Salesforce1 platform changes with every release, and the release notes are consistently several hundred pages. Here are 5 new features you may have missed in the release notes that may make your life in Salesforce a bit easier.
1. Flexible sorting in reports
If you’re a veteran Salesforce Report builder than you have probably experienced the frustration of trying to sort data based on a summarized field only to realize that you are sorting the data within a grouping rather than the groupings themselves. This is especially frustrating when you are trying to hide details, which makes the sort function useless. With the upcoming Spring release you will be able specify sorting for each of your groupings independently.
2. Hide deprecated/unused report types
Built-in report types are powerful tools, but some of them you will never use. Especially after you have built a few custom report types to add fields via lookup relationships, having the original report types available can be confusing and lead to reporting mistakes. I’ve seen many admins resort to labeling their custom report types along the lines of “Accounts and Contacts (USE THIS ONE!)”, once the spring release is live you will be able to hide unused standard report types from the new report interface.
3. Export reports without footers
In general the friendly footer at the bottom of reports is nice to have if your intention is to send the data off to someone to look at outside of Salesforce, or if you are storing it for archival purposes. However, if your doing administrative work chances are you are exporting data to manipulate in excel and import back into Salesforce. The footer in this cases either needs to be removed or when you go to import your data you will get 7 errors and you will need to check them to make sure they are intact the harmless failures caused by the footer or if you remembered to clear the footer and have 7 actual errors.
The feature currently can only be toggled on a global level, so its not perfect—but I think many organizations will be happy to turn this on immediately.
4. Named dashboard filter values
Sometimes complex strings of report filters are not the must user friendly way to describe a report. Having the option to create a friendly value to appear in the filter list rather than comma separated list of values that may not even all fit on the screen is a welcome addition to the already powerful filtered dashboard functionality.
5. Floating headers in summary and matrix reports
Some of the most useful reports end up being large tables of data, and after scrolling down the page to the point where you lose your headers you may forget what it is you are actually looking at. The subsequent scrolling back and forth trying to figure out which column is which can be a huge waste of time. In Spring ’14 when this happens you’ll notice a new tab that pops up on the top of the browser screen. Clicking on this will bring up a handy overlap of the columns and labels that will scroll along with the report.