Salesforce Lightning Announces 3 New Reporting Features – Here’s Why You Should Care

Salesforce recently unveiled its Winter ’20 release notes, outlining some of the many new and enhanced system features users can expect in upcoming versions. The Release Date for Winter ‘20 will vary based on your specific Salesforce instance. However, most users can expect updates on October 5th, 11th, and 12th of this year. 

The upcoming release includes multiple updates and advancements designed to drive efficiencies and productivity across its mobile, AI, and industry solutions. A new Salesforce mobile app, Service updates, and file sharing improvements are just some of the many developments announced for launch next year.  

New Salesforce Reporting Features Offer Streamlined Use

As a leading Salesforce consulting firm in the Greater Boston area, the Sadhana team makes it our mission to not only stay on top of the latest Salesforce features and applications but also to help our clients recognize the value these upgrades will bring to their enterprises. There’s a lot of new and exciting functionality coming our way in 2020. However, three new powerful reporting capabilities in the Lightning framework really stood out to us as innovative resources our clients can leverage to better aggregate and analyze the data stored within their company’s CRM.

Row-Level Formulas

Current functionality sometimes requires individual calculations on every row in a report, or only at the summary level using Summary Formulas. Row-level formulas can be written directly in the Lightning report builder, eliminating the need to export report data for calculations or asking a systems admin to implement a customized formula field.

Count Unique Values (in Beta)

This capability displays individual values on report columns. For example, monthly statistics often list the total number of deals closed, several of which maybe with the same client. Adding a unique count to the Client column allows users to see the total number of distinct accounts listed in the report. Unique counts will display as both group subtotals as well as an overall grand total.

Filter Data Using Field Comparisons (in Beta)*

At Sadhana, this is one of the Salesforce reports features we’re most excited about. Rather than filtering only by exact value in a specific row, the Field-to-Field filter enables users to compare data between two fields. When used in combination with Row-level Formulas, this filter can prove incredibly useful to deliver better-qualified and more meaningful results.

*Note: Salesforce release notes states that, as a beta feature, “field-to-field filtering is a preview and isn’t part of the ‘Services’ under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production.”

Contact Sadhana Consulting Today 

Want to hear more about what Salesforce has in store for us in 2020? Contact the Sadhana today to speak with one of our onsite Salesforce consulting professionals. Or, connect with us online to tell us more about your CRM implementation or upgrade needs.