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Adding Report Charts to Console Sidebar in Salesforce


Adding Report Charts to Console Sidebar in Salesforce

In Summer 15, Salesforce introduced a new concept that allows us to add the Chart Report to the Console sidebar in Salesforce. The main use of this feature is to support users to see the relevant record’s status in the Report Chart.

An Administrator can add the charts from Summary or Matrix reports to the Console sidebar in Salesforce.  We can add any chart to the Console side bar and also the chart must be added to the corresponding object’s page layouts.

To add the Report Chart to the Console, follow the steps listed below:

Go to Corresponding object page layout editor.

For Standard object – Setup – > Customize -> Choose the object -> Page Layout.

For Custom Object – Setup -> Create -> Choose the custom object.

Now, add the console component in the corresponding page layout.

pageLayoutConsole.png

Customize the sidebar styles for console components:

The following sidebar styles are available on the console components for page layouts.

Choose the type as Report Chart and then add the components to the console components.

Also, you can specify your width and height of the console.

LayoutComponent.png

Please refer the steps to create a Console in Salesforce: Creating a Salesforce Console Application

Before summer 15, the users were not able to view the reports in their Service Console component, but from Summer 15 release, it is possible to view the reports in the Service Console.

So the users can easily view their open and closed tasks that are managed. The users now can also use reports to view number of open and closed cases in Service Console itself.  Once the users refresh the report in console, the updated records will be available on the console. We can place the report in service console right or left sidebar.

Note:

Console Chart sidebar components are not available for migration between sandbox and production instances.  So, we need to manually add the report charts changes in the service console.

Console with Report screenshot:

ConsoleView.png

In the above screenshot/scenario, the Salesforce Console contains one record with Competitor Stage, two records with Customer and Prospect stage. If the users change the record stage from Customer to Prospect, then this changes will be reflected in record level and also in Console Report.

So with the help of Console Chart, the Salesforce Users can easily find how many records are changed from one stage to another.

 

Reference:

http://docs.releasenotes.salesforce.com/en-us/summer15/release-notes/rn_console_report_charts.htm