Friday, July 25, 2014

SalesForce1 Dashboard Drill Downs

In the Summer '14 release, a useful feature has made its appearance - mobile dashboard drill downs. 

For those of you familiar with Dashboards in SalesForce, you can click on any element in a dashboard to see the drill down report.  This drill down then shows you the core report details that make up said dashboard chart/numbers.  

Until now, on SalesForce1, you couldn't access those drill downs.  Instead, you had to go back to a computer to access the drill downs.  This is no longer the case.  With SalesForce1 now you can see the drill down the reports.  Unfortunately, you can only see the drill downs if the report in question is a Summary or Tabular report.  If it a Matrix report, unfortunately, you still can't access them in SalesForce1.  


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  1. For those of you familiar with Dashboards in Salesforce Certification, you can click on any element in a dashboard to see the drill down report. This drill down then shows you the core report details that make up said dashboard chart/numbers.

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