MeshMesh from Salesforce
Salesforce Platform · Reports and Dashboards

Build Reports and Dashboards

Users get working report types, reports and dashboards in their org, often for a demo.

300 tasks
Method

How MeshMesh does it

  1. Builds a custom report type that joins related objects and deploys it.
  2. Updates an existing report with a grouping and a formula, checks what the report returns, and hands over the direct report link.
  3. Builds the reports and a dashboard with several widgets, and adds navigation so the dashboard opens from an Experience Cloud site.
  4. Changes a chart type after user feedback, re-publishes the site and confirms every widget renders.
  5. In larger demo org builds, reporting is one part of the work alongside record page components and list views, and MeshMesh notes limits it hits, such as per-value bar colors not being possible on standard dashboards.
Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1Reports and DashboardsSalesforce Platform199 tasks
  2. 2EnablementSales Cloud3 tasks
  3. 3Command Center for ServiceService Cloud3 tasks
Features