Row Level Formulas- Summerʻ19 Feature

With this release, we get an option to create row level formulas (Beta) in Lightning reports. Sometimes, we want to show some calculated data in reports which is possible with the help of formulas. Currently, we can create maximum 1 row level formula in reports.

First, you need to enable setting.

Setup-> Reports & Dashboard Settings-> Select checkbox for Enable Row-Level Formulas (Lightning Experience Only)

Now, its time to add formula in report. My requirement is as follows:-

I want to see number of days left in closing opportunity. If opportunity already closed or close date was in past then i will show zero in formula. I will modify existing opportunity report to add formula.

Go to the column panel and click on "Add row level formula Beta".

Add formula as shown in below image.

Click on Run button. You will see output. In below report, we can see number of opportunities by each rep and days left in closing the opportunity.

Step by step information to setup row level formula can be watched from this video.

Reference URL -
https://admin.salesforce.com/get-buildspiration-with-summer-19-row-level-formulas
https://releasenotes.docs.salesforce.com/en-us/summer19/release-notes/rn_rd_reports_row_level_formulas.htm

Related List Filter - Summerʻ19 Feature

Summerʻ19 comes up with lots of new feature. We can put quick filter on Related list. Use quick filters in your related lists to find the data that you’re looking for. Related list quick filters are different from regular list view filters in that they aren’t saved, persist only throughout your current session, and can’t be shared.

First step is to enable Enhanced Profile User Interface. Follow steps mentioned at link to enable it.

Its time to test quick filter on Related List. Go to App Launcher -> Navigate Sales Application.

Open any account and click on Opportunities related list and click on View All.

Click on filter link. You can put filter on all the fields specified in list view and click on Apply button and you will get required result.

Please find step by step information in below video to use quick filter in Related List.

Related List quick Filter