Salesforce Lightning Report Builder

The Lightning Report Builder Feature in Salesforce Summer ’18 is a stellar new feature for Admins in the update.

You can do many things with the Lightning Report Builder you couldn’t before. Some immediate benefits of the new Lightning Report Builder include the ability to:

  • Run without Saving
  • Change Column Order
  • Column and Order Grouping in a Side Bar
  • Picklist Filtering

All of this is now available in a cleaner layout as well, making the update extra user-friendly.

Joined Reports are currently only available in Beta, however, so you must turn them on to use them.

Salesforce Summer '18

The Lightning Report Builder used to be in Beta, as many of you know but is now available for General Release, but must also be enabled per profile to be used.

This is just the start of the benefits that Salesforce #AwesomeAdmins see, but are some of our favorites to get you started!

When you navigate to Reports in your Salesforce Organization, you can start to play around with the new feature.

To get started, just follow these simple tips …

  • Click Reports
  • Create a New Report
  • Choose your Report Type (Opportunities, Accounts, Contact History, Accounts with Partners, etc.)
  • Start to Use the New Lightning Report Builder!

You’ll love the ease of using the new interface offers. Its organization is bound to increase your individual and team efficiencies.

Are you interested in learning more about the exciting updates with Salesforce Summer ’18?

Get demos and take advantage of what’s new in Salesforce’s Summer ’18 release!

Watch “What’s New in the Salesforce Summer ’18 Release” by Ledgeview Partners to see how to use all of Salesforce’s new features here.

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