#SalesforceSpring25 – Enhancements to Custom Report Type Setup : asagarwal
by: asagarwal
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#1MinuteTip #SalesforceSpring25 There are quite a few enhancements in the setup of Custom Report Type.
Product Area: Analytics
Check the “Enable the Enhanced Custom Report Type Setup Page” under “Reports and Dashboard Settings”
You can now create personalized list views of your custom report types.
Edit report details and modify object relationships on the summary page, which now has a more compact layout.
The redesigned report type layout editor provides more flexibility when managing custom fields and sections.
Drag fields from the Fields panel (1) to the appropriate section on the right. You can search for fields, move them, view their details, and customize their display names (2). To find lookup fields and add them to the report type, click Lookup Fields (3).
References & Useful URLs
- For Related Spring ’25 Release Note Article – Click Here
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January 22, 2025 at 10:04AM
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