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Hi all! 

I want to create a report that is a list of Person Accounts and pull in a field from a related record - Donor Giving Summary.  

So, I choose 'Accounts with Donor Giving Summary' 

I then want to filter this list with a cross filter of only people associated to a Campaign. Once I do this, I lose all results. 

My research says this is bc the Person Account's

Contact

is associated to the Campaign, not the Account. 

SO....what to do?  

I tried to create a new report type of Account & Contact & Donor Gift Summary but DGS is not directly associated to Contact.   

What is the advice here? (YAY Person Accounts.... :/)  

#Nonprofit Cloud #Reports & Dashboards

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Good day all,

 

I am trying to create a report to see how many opportunities have been created from converted leads and how many of them have closed. I have been advised to use a Joint Report with a cross-block formula. I have started working on it, but I can't figure out how to do it.

 

My instincts tell me that I should create a formula that will add a "1" to the Opportunity object report formula field when the contact's name matches a converted lead's name. Then, I will use that "1", the number of converted leads I have and the number of won opportunities to make other formula fields (%) to determine my closing ratio and the % of converted leads linked to opportunities.

 

In our org, opportunities are not created at the moment a lead is converted. A lead is converted to a contact when we are ready to pass them to sales rep. Considering how we work, the Leads with Converted Lead Information report type doesn't work with what I wanna do. 
5 件の回答
  1. 2016年4月28日 15:27
    The Cross Join report only works if the objects are related and Leads are not directly related to Account, Contact or Opportunity. What I have done in the past is create a field on Lead and Account called "IsConverted" or something similar. You can make it a check box if you want, and default the value to checked on Lead and unchecked on Account. Map the fileds together via Lead Field Mapping and then remove them from the page layout. Now you will track when an Opportunity is created if the Account came from a converted Lead. Then you can report looking at that field. 
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Hi Trailblazers,

I am looking for best practices or automated workarounds to migrate Translation Workbench data specifically for Reports and Dashboards

from a Sandbox to target environments. 

 

Standard metadata deployment via VS Code / Salesforce CLI does not seem to easily retrieve or deploy these specific component translations, which often leads to time-consuming manual recreation in the target environment.

Since manual copy-pasting is not scalable for larger releases, what are the recommended practical solutions for deploying Report and Dashboard translations?

  • Are there specific Metadata API types or configurations required to fetch these translations?
  • Is there a known SFDX plugin, script, or AppExchange solution that handles this successfully?

Thank you for your advice! 

 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @APAC Architects

  

 

#Trailhead Challenges  #Trailhead  #Salesforce Developer  #Reports & Dashboards

2 件の回答
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Saw a notice today about a number of security changes happening with SF and the ones I have some questions on are around the new MFA prompting for when they run or view/export reports.  I know we can set a cool down period, but it looks like at least every 2 hours anyone looking at a report will need to redo MFA is that correct?  What about reports on dashboard, etc? Just wondering if anyone has any insight. Prepare for the upcoming Step-up Authentication requirements on Report Actions

 

 

#Nonprofit #Reports & Dashboards #Salesforce Admin

111 件の回答
  1. 9月15日 12:13

    The new security requirements are certainly making waves. Yes, the standard cooldown period is every two hours for report actions such as viewing or exporting. Dashboard components generally fall under the same umbrella since they pull report data. My advice would be to check your session settings early. The outcome usually means a little more clicking for users, but it helps keep donor data safe. A small price to pay for peace of mind, I think.

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APAC Command Centre — a business performance dashboard with drill-down views across Product Performance, Customer Cost/Value, and Operations & Shipping, tracking gross profit, margin, and return rate trends.

Spotify Analysis — an end-to-end music streaming analytics build. Raw data cleaned and joined in Alteryx (900K+ play events, dedup, date/boolean standardization, a custom macro), visualized across an Executive Overview and Content Performance dashboard with parameter-driven Top-N views and a custom dark theme.

Would appreciate feedback on:

  • Visual design — readability, contrast, anything that feels off
  • Chart choices — anywhere you'd have visualized something differently
  • Navigation/drill-down flow — intuitive, or confusing anywhere?
  • Anything that reads as unfinished — direct critique welcome

Links below — thanks to anyone who takes a look! 

 

APAC Command Centre -

https://public.tableau.com/app/profile/aviral.trivedi/viz/APACCOMMANDCENTRE/HubOverview

 

 

Spotify Analysis -

https://public.tableau.com/app/profile/aviral.trivedi/viz/Spotify_Analysis_17884476660320/ExecutiveOverview

 

 

#Tableau Public  #Reports & Dashboards  #Tableau Desktop & Web Authoring  #Trailhead Challenges

1 件の回答
  1. 9月14日 23:00

    Hi, @Aviral Trivedi

     

    Nice to meet you. 

    I'm still relatively new to Tableau, but I hope a fresh perspective might be helpful. 

    I'd like to share some feedback on the

    Spotify Analysis

    dashboard. 

     

    Overall feedback

     

    I liked the overall design. The Spotify theme makes the dashboard visually appealing, and using Spotify data immediately caught my attention because it's a topic many people can relate to. Also, it's impressive to see how dominant Taylor Swift is in the results. 

     

    1. Visual Design

     

     

    • I liked how the colors were aligned with the Spotify brand.
    • The navigation using icons for Overview, Content, and Geographic was clear and easy to understand at a glance.

    2. Chart Choices

     

     

    • In the Content page, I wasn't entirely sure what the crosstab was intended to show.
    • On the Overview page, I also found the Trend Line difficult to interpret. It wasn't immediately clear what insight I was supposed to take away from it.

    3. Navigation / Drill-Down Flow

     

     

    • The overall navigation and filters were intuitive and easy to use.
    • One thing I felt was missing was more interaction between charts. I would have enjoyed being able to click on a category or value and explore the data in more detail.

    4. Anything That Feels Unfinished

     

     

    • The "Trend Line of Plays by Month" appears almost completely flat, so at first I wondered whether the visualization was still a work in progress or whether the underlying values genuinely have very little variation.

    Overall, I enjoyed exploring the dashboard. Thanks for sharing it! 

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Abby M が「#Sales Cloud」で質問

Hello! Does anyone have any suggestions on call tracking features in salesforce? We are leaning towards Aircall CTI, but if anyone has any suggestions on something similar and/or better let me know!

 

We want it to be as seamless as possible - our reps make a call in salesforce and it's automatically tracked/notes, states how long the call was etc. and we can report on it.

 

#Sales Cloud  #Salesforce  #Integration  #Marketing Cloud  #Salesforce Developer  #TrailblazerCommunity  #Reports & Dashboards  #Salesforce Admin  #Automation

4 件の回答
  1. 9月9日 9:44

    Aircall sounds like a good fit for what you need. The automatic logging and call duration tracking are especially useful if your reps make a lot of calls. I’d also compare the reporting and CRM integration before deciding, since those can make a big difference once the team starts using it regularly.

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Bug: Radial/Sankey chart in Show Me corrupts workbook (Error D2E8DA72) even after Undo

 

 

Summary: 

Clicking on the Radial or Sankey chart type in the "Show Me" panel — even briefly, and even if immediately undone — permanently corrupts the workbook file. Saving and reopening the file afterward fails with Error Code D2E8DA72. 

 

Environment: 

- Tableau Desktop, Professional Edition 

- Version 2026.2.0 (20262.26.0603.1643) 

- Windows 

 

Steps to Reproduce: 

1. Open any workbook (new or existing) in Tableau Desktop 2026.2.0 

2. Select a worksheet and open the "Show Me" panel 

3. Click on the Radial (or Sankey) chart type once 

4. Immediately press Ctrl+Z (Undo) 

5. Save the workbook as a packaged .twbx file 

6. Close Tableau Desktop 

7. Reopen the same .twbx file 

 

Expected Result: 

The workbook should open normally, since the chart type was undone and never appears on any sheet. 

 

Actual Result: 

Tableau fails to load the workbook with the following error: 

 

Error Code: D2E8DA72 

Error: no declaration found for element 'worksheet-extension' 

Error: attribute 'extension-version' is not declared for element 'worksheet-extension' 

Error: attribute 'id' is not declared for element 'worksheet-extension' 

Error: element 'worksheet-extension' is not allowed for content model '(document-format-change-manifest,(dashboard-extension),resources?)' 

 

Root Cause (as far as I can diagnose): 

Even though the chart action is undone and never persists visibly in the workbook, Tableau still writes a <referenced-extensions> manifest block into the underlying .twb XML the moment the chart type is clicked. This manifest references the built-in extension (e.g. com.tableau.extension.radial) but appears to be incompatible with the workbook's own internal file-format version, causing Tableau's own XML validator to reject the file on the next load. This happens even in a workbook that never uses the chart on any actual sheet. 

 

Workaround (manual): 

1. Rename the .twbx file to .zip 

2. Extract the zip 

3. Open the .twb file in a text editor 

4. Search for "referenced-extensions" 

5. Delete the entire block from <referenced-extensions> to </referenced-extensions> 

6. Save the .twb file 

7. Re-zip the .twb file along with the Data folder 

8. Rename the new zip back to .twbx 

The file then opens normally with no loss of dashboard content. 

 

Impact: 

This is a significant reliability risk since: 

- It occurs with no warning at the time the chart is clicked or undone 

- It can silently corrupt a file that appears completely fine until the next reopen 

- It could affect students/professionals submitting workbooks for grading or review, since a file that worked when last saved may fail to open for the recipient 

 

I'm happy to share the exact corrupted and fixed .twb/.twbx files if useful for reproducing or debugging this on your end. 

 

#Tableau Desktop & Web Authoring  #Tableau  #Knowledge Sharing  #Knowledge  #Reports & Dashboards

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I need to move 300+ reports from one folder into a Public folder. These reports are referenced by several Dashboards, so preserving the report Ids is critical.

My plan is to do this via VS Code (Salesforce CLI / Metadata API):

so I want to confirm: does retrieve/move/deploy approach preserve the underlying Report Id

, or does it create a new record and leave the original (and any Dashboard references to it) orphaned? 

Thanks in advance! 

 

#Reports & Dashboards

3 件の回答
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I currently use Classic to schedule reports as I have reports that I only need scheduled for a set period of time. I use the Start and End dates that you can in Classic to do this. 

 

Is this possible in Lightning?  

 

 

Is there a way in lightning to schedule a report with a start and end date  like you can in classic

 

 

 

#Reports & Dashboards

7 件の回答
  1. 9月8日 16:26

    Hi Fletcher, 

     

    Standard Lightning report scheduling (Subscribe) does not have a Start/End date option like Classic does. Per official Salesforce docs, the Lightning Subscribe flow only lets you set a frequency, delivery time, recipients, and optional conditions, there's no field to specify a schedule end date:

    https://help.salesforce.com/s/articleView?id=analytics.reports_subscribe_lex.htm&type=5

     

     

    Workarounds: 

    - Keep using Classic Schedule Report for reports that need a hard end date. Classic and Lightning subscriptions can coexist, this isn't deprecated. 

    - In Lightning, manually delete/unsubscribe the report subscription once the period ends 

    - Use Scheduled Flow or Scheduled Apex to programmatically delete the report subscription record on your target end date, if you want it automated 

     

    Reference for Classic scheduling with Start/End (for comparison):

    https://help.salesforce.com/s/articleView?id=reports_schedule.htm&type=5

     

     

    No native Lightning equivalent exists yet for the End Date field specifically.

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I created a custom report type using "A with or without related records from B". Then I built a report to show the count of B records per A.

However, I'm seeing an issue: when an A record has no related B records, the report subtotal still shows 1 instead of 0. As a result, the overall count is inflated and doesn't reflect the actual number of B records.

Why does this happen? Is there something I am missing during configuration?

 

 

FYI : A is the parent object, and B is the child object in a one-to-many lookup relationship 

 

#Salesforce Developer  #Salesforce Admin  #Reports & Dashboards

2 件の回答
  1. 9月7日 9:44

    Hi @Chirag Chakraborty

     

    This is expected behavior with "with or without related records" report types not a bug or misconfiguration. 

    Why it happens: When A has no related B records, the join still produces one result row for that A record (with all B fields null), so it counts as 1 in the grouped subtotal. The report is counting rows, not counting non-null B records. 

     

    Fix - use a Row Count that actually reflects population: 

    • Instead of subtotaling on a generic count, subtotal on a specific B field (e.g., B's Record ID or Name) using Record Count in the summary. Some report builders let you choose "Row Count" vs count-of-a-field - count of a specific child field still won't fix it directly, since Salesforce's summary "Record Count" always counts rows, not non null field values.

    The more reliable fixes: 

     

    1. Add a filter: B: ID not equal to blank - this excludes the phantom join rows entirely, so A records with zero children don't appear in the grouped count at all (they'll simply be absent, not shown as 0).
    2. If you need to see A records with zero B's explicitly (shown as 0, not omitted): standard reports can't easily distinguish "1 phantom row" from "1 real row" in the subtotal you'd need a workaround like a formula field on B that always evaluates true when B exists, then summarize that formula field instead of raw Record Count.
    3. Alternative: build this as a matrix report or use a roll-up summary field on A (Count of B) if this is a recurring need a roll-up avoids the report-join ambiguity entirely and gives you a real 0 when there are no children.

    Quick check: filter your existing report to A.Id is not null AND B.Id is not null and compare subtotals if the inflated total drops to the correct count, that confirms this is the phantom row cause.

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