How to use the Salesforce integration
- While creating (or editing) an Objective or Key Result, navigate to the Progress section and select Connect to a Data...
- From the list of integrations, select Salesforce.
- Search for the name of the report you would like to connect. If you have multiple Salesforce connections, select the...
- Select a field: Select the field you would...
- From the Reports tab, click New Report.
- Choose a report type and click Continue. ...
- The report opens in the report builder. ...
- To add another report type to the joined report, click Add Block. ...
- Customize the joined report with columns, groups, filters, and formulas.
- Click Save and name the report.
What is a Salesforce joined report?
Salesforce Joined Reports appear like one single report so that you can get a more holistic data view. In the Lightning Report Builder, you add report blocks, and then define the filters for each block.
How to combine two unrelated objects in Salesforce report?
Salesforce doesn't allow to combine two unrelated objects either from UI or through API for reporting purpose. Even if in Joined report works on the relations. A joined report can contain data from multiple standard or custom report types.
Can I see both opportunities and cases in a Salesforce account?
There’s no way you would be able to see both an Account’s related Opportunities and related Cases in one view – without Joined Reports. In this Salesforce Joined Reports tutorial, we will be creating a report that shows:
Can you have multiple report types in a joined report?
Even if in Joined report works on the relations. A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object or objects.
Can you combine multiple reports in Salesforce?
A Joined Report in Salesforce combines two reports that have different report types, within a single view. Salesforce Joined Reports appear like one single report so that you can get a more holistic data view.
How many reports can you join in Salesforce?
Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 7 subscribed reports is independent for Salesforce Classic and Lightning Experience.
How do I cross reference two reports in Salesforce?
Edit or create a report.From the Filters pane, click Add | Cross Filter.Select a parent object from the dropdown list. ... Choose with or without .Select a child object from the dropdown or search by its name. ... Optionally, to add filters on the secondary object, add subfilters: ... Click OK.Click Save.
How do I enable joined reports in Salesforce lightning?
Go to Username > Setup > App Setup > Customize > Reports & Dashboards > User Interface Settings. From there you simply click the Enable button to turn on the Report Builder Upgrade. With the new Report Builder enabled, you get the Joined format option in your reports.
How do I create a combined report in Salesforce?
Create a Joined ReportFrom the Reports tab, click New Report.Choose a report type and click Continue. ... The report opens in the report builder. ... To add another report type to the joined report, click Add Block. ... Customize the joined report with columns, groups, filters, and formulas.Click Save and name the report.More items...
How do I group reports in Salesforce?
Click Show | Drop Zones to make them visible. You can also click a column menu for a field in the report and choose Group by this Field. Tip If you group your report by a date field, you can click the group menu, select Group Dates By, and specify the grouping time frame: day, week, month, quarter, year, and so forth.
How do I use joined reports in Salesforce?
Create a Joined ReportFrom the Reports tab, click New Report.Choose a report type and click Continue. ... The report opens in the report builder. ... To add another report type to the joined report, click Add Block. ... Customize the joined report with columns, groups, filters, and formulas.Click Save and name the report.More items...
What is cross filter in Salesforce reports?
Salesforce Cross Filters allow you to create a report that identifies records with or without a related record, where you have no need for the related object's data (so you don't need those related object's fields displayed in the report).
How do I create a dynamic report in Salesforce?
Steps To Create Dynamic Report In SalesforceStep 1: Click on the Report tab inside the salesforce org.Step 2: Click on the Create Button to create a report.Step 3: Now add the Filter.
Can you add a joined report to a dashboard?
We can add Joined reports also to the dashboard as a source report. This feature is available with the winter'19 Salesforce release. To use the joined report as a dashboard source report, joined report must have a chart.
Can you put a joined report on a dashboard?
Winter '13 now allows Joined reports on Dashboards (Winter '13 release notes, pp. 88-89). Simply build a chart on your Joined report, add the same chart type to a Dashboard, select the Joined report as the source, and you're almost good to go.
Can you schedule joined reports in Salesforce?
You can't create schedules for joined reports. Your organization is limited to no more than 200 scheduled reports. Daily limits differ by edition. Additional scheduled reports are sometimes available for purchase.
When Should You Use a Joined Report?
Remember that a Joined Report is designed to show two unrelated reports in one view. If you think about the Salesforce data model, there are many objects that don’t naturally “gel” together (not even custom report types can solve it).
Step 1: Create a Joined Report
Let’s first create a Salesforce report, then we’ll transform it into a Joined Report format type.
Step 3: Add a Grouping
Groups in Salesforce reports group rows together – which can make Joined Reports much easier for users to understand.
Step 4: Add a Report Chart
What helps users to understand reports even more, are report charts. These visualizations can speak a thousand words! There are some limitations, which I will circle back to shortly.
Salesforce Joined Reports: What to keep in mind
Report performance: the more blocks your report contains, the longer it will take to load. If you have more than 2 blocks, use report filters to keep the report view only to the data required (or have users frustrated with report load times!)
Take Joined Reports Further
Now you see how you can view different types of information, side-by-side.
How many data blocks can be in a joined report?
Joined reports allow data blocks to enable multiple views of different data. A single joined report can have up to five data blocks. Users can add fields, filters, formulas and do column sorting within these blocks. Charts can also be added accordingly.
What is a joined report?
A joined report may contain one or more data from different report types. If various report types have a linked relationship with a single object, they can be combined in a joined report. The first report type added to a joined report becomes the principal report type.
How many blocks can you join in a report?
It’s easy to get started with joined reports, and there’s no limit to what you can do. Mix standard and custom report objects in up to five blocks, set up meaningful row groupings, name and apply filters to each block, and even apply summary formulas across all the blocks.
Can you add report types to a joined report?
You can add report types to a joined report if they have relationships with the same objects. For example, Opportunities and Cases both have fields in common with Accounts, so you can create a joined report with them.
Learning Objectives
Expand Your Perspective
- Critical business questions don’t always fit neatly into single categories. If you’re looking for a broad view across different Salesforce objects or a side-by-side comparison of data under different conditions, joined reports are the answer. Say your sales team identifies all the hot accounts where some extra attention could have a big payoff. But first, they want to know whic…
Want to Get Hands-On with Joined Reports?
- In this module, we show you the steps to create a joined report in Salesforce. We don’t have any hands-on challenges in this module, but if you want to follow along and try out the steps, here’s how to launch your Trailhead Playground. First, make sure you are logged in to Trailhead. Then click your user avatar in the upper-right corner of this page and select Hands-on Orgs from the d…
Give Joined Reports A Try
- On the Reports tab, click New Report.
- Select the principal report type for the report. The principal report type controls how common fields are named, since some common fields have different names or are handled differently in differen...
- When the report opens in the report builder, turn it into a joined report by selecting Report| Joi…
- On the Reports tab, click New Report.
- Select the principal report type for the report. The principal report type controls how common fields are named, since some common fields have different names or are handled differently in differen...
- When the report opens in the report builder, turn it into a joined report by selecting Report| Joined Report | Apply.
- Now that you have a joined report, add one or more blocks to it. Click Add Block, choose the report type, and click Add Block. The columns for the new block are added to the right of the first bloc...
Some Examples
- This Hot Accounts with Open Cases report combines the Account report type with the Cases report type. It’s grouped by Account Name. Accounts are filtered to show only the hot accounts, and cases are filtered to show only the open ones. You see at a glance which accounts are hot and also have open cases. This Compare Case Priority and Status uses three blocks, each base…
Summary
- It’s easy to get started with joined reports, and there’s no limit to what you can do. Mix standard and custom report objects in up to five blocks, set up meaningful row groupings, name and apply filters to each block, and even apply summary formulas across all the blocks.