Friday, May 23, 2014

Report Folder: Embedded Analytics

I thought it'd be worthwhile to jot a few notes about consistency in managing Salesforce reports designed for embedded analytics. Specifically, help admins quickly identify and find these reports, so that accidental edits can be avoided in organizations with hundreds or thousands of reports.

The idea is pretty simple:

  • Put all reports used for embedded analytics in a folder called Embedded Analytics
  • Begin all report names with the object label and a colon (':'), so that the target object is immediately understood. For example: "Contact: Activities Last 30 Days"
  • Begin all report descriptions with, "Embedded chart showing ..."