Embedding a report chart in an object page
Wouldn't it be nice if you could present in the chart all opportunities for an account, directly on the Account
page and group by Opportunity Stage
? The same is having a chart showing tickets raised by the account related to Customer Support on the Account
page, or for other custom objects. This is a great feature out-of-the-box from Salesforce for embedding report charts into standard or custom object pages.
Instead of showing all records based on the standard report result, embedded charts allow us to filter only records related to the record or record the parent record in the page layout, for example, on the Account
page, only opportunities related to the account. By looking at the chart here, the user will quickly see all Opportunities
for the Account
at a glance:

Some points to note in relation to the embedded chart in the record page are as follows:
- To add the chart to the page layout, you need to edit the page layout so only admins or users...