In this Salesforce tutorial, we will learn to Embed a Report Chart to the Salesforce Record page. We will see the method of embedding or adding a Report chart to a Custom Record Page where we will build the record page from scratch and then activate it into a lightning application. Along with this, we will add a report chart to the Default Lightning Record Page.
Report chart in a Salesforce Record Page
In Salesforce, by adding a Report Chart to the Record page we can get a quick summary of complex reports with the help of a report chart, and the user does not have to switch from one page to another to view the records and report chart at the same time. It also improves business efficiency by arranging records and reports in an organized way.
While working as a system admin for an organization that uses Salesforce as its primary CRM tool to track customer data and activities, I was asked to embed a report chart to the Account record page so that the Sales team can manage accounts and reports related to the revenue from that account with the help of report chart on a single screen without switching from one page to another.
In the below steps, I will explain to you the method of adding or embedding a Report chart to the custom record page and default record page in Salesforce Lightning.
Embed a Report Chart to the Salesforce Lightning Custom Record page
To Embed a Report Chart to the Salesforce Lightning Custom Record page, log in to your Salesforce developer account and follow the below steps.
Step-1: On the Setup page of Salesforce Lightning, search Lightning App Builder in the Quick Find box and then click on it.
Step 2: In the Lightning App builder, click on the New button.
Step-3: In this step, select Record Page from the options and click on the Next button.
Step-4: In this step, we will enter the name of the record page. First, enter the page name in the Label tag, then from the Object select the Account, and last click on the Next button.
Step-5: Now, we will select the template format for the record page, and in this case, I have selected the template Header and Right Sidebar. After selecting the template format click on the Done button.
Step-6: Now in this step, we can see a list of standard components on the left-hand side, and from there, pick the component Report Chart and add it to the template region as shown in the picture below.
Step-7: After adding the Report chart component, go to the Report section on the right sidebar click on the search icon of the Report field, and select the report chart that you have to display on the Record Page.
In this example, I have selected the report chart Weekly Opportunites and after selecting the report chart click on the Save button.
Step-8: As we click on the Save button a pop-window will appear for the activation of this custom record page. Here, click on the Activate button to deploy this record page.
Step-9: In this step, click on the App Default tab and then click on the button Assign as App Default to assign this record page to an app in the org.
Step-10: Select the app in which you have to activate or deploy this record page and click on the Next button. I have selected the custom app Sales Tech App to activate this record page.
Step-11: In this window, we have to select the form factor for the record page. Activate the radio button of the option Desktop and Phone to make this record page visible in the Desktop and Phone view. After this click on the Next button.
Step-12: In this step, we can review the assignments on the record page. After reviewing the assignments click on the Save button.
Now we have created and activated a Custom Record page with an embedded report chart in Salesforce Lightning.
To check the record page with the embedded report chart, go to the app in which you have activated this record page and open a record of the object.
Embed a Report Chart to the Salesforce Lightning default Record Page
To Embed a Report Chart to the Salesforce Lightning default record page, navigate to the Setup page of Salesforce Lightning and follow the steps below.
Step-1: On the Setup page of Lightning, click on the App Launcher (9 dots) and search for the sales, and from the options in the dropdown select Sales under the heading Apps.
Step-2: In the Sales application of the org. go to the Accounts tab to access accounts records. Instead of this, we can also select the Contacts or Opportunities records.
Step-3: In the Accounts window, select any account from the list of accounts. The change we make in the record page of one account will appear on all accounts’ record pages. In this example, I have selected the account Edge Communications.
Step-4: Now to edit this Record page, click on the settings icon that is on the upper right side of the screen, and from the options in the dropdown click on the option Edit Page.
Step-5: As we click on Edit Page the record page will open in the lightning app builder. To add a report chart to this record page, go to the Components tab on the left sidebar and drag the component Report Chart to the region of the Record page.
Step-6: After adding the Report Chart component to the record page, go to the Report field on the right side of the screen click on the search icon, and from the options in the dropdown select the report chart to display on the record page.
In this example, I have selected the report chart Revenue By Leads.
Step-7: Now we can see the selected report chart Revenue By Leads on the Accounts Record page. At last click on the Save button to apply changes.
To check whether the report chart is added to the record page or not, go to the accounts and open an account record. For example, I have opened the account record Edge Communications and here you can see the report chart is embedded to the Record page.
Now we have successfully embedded a Report Chart to a default record page in Salesforce Lightning with the help of the steps above.
Conclusion
In this Salesforce tutorial, we have learned about embedding a Report chart to the Salesforce Record page, and along with this we also created a custom record page with an embedded report chart and then activated that record page in a Lightning App. In addition to this, we also learned about the need to add a report chart to the Salesforce Record Page.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
