Salesforce Embedded Charts/Analytics

One of the great features for Winter ’14 is embedded charts/analytics.  This is a great feature to add some visualization to your records and objects in Salesforce.  Here is a quick example on adding a Case chart to your Account to monitor their distributed activity.

1.) Create your case report, in this example I did a generic report on summarizing by case types and pulled that into a pie chart.

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2.) Edit your page layout, in this example I added a section called Client Support to the Account page and dropped my chart into the section.

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3.) I did change the filtering from Contact Account Id to Account Id, since I wanted to monitor the Account assigned to the case, regardless of whether a contact was assigned or not.

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4.) Navigate out to your Account and the chart is there, very powerful visualization!!

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3 thoughts on “Salesforce Embedded Charts/Analytics

  1. How to enable it?

  2. Nothing needed to turn on, you just have to wait for Winter ’14 for your org.

  3. I’m really impressed with your writing skills as well as with the layout on your blog. Is this a paid theme or did you customize it yourself? Either way keep up the nice quality writing, it is rare to see a nice blog like this one nowadays..

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