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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Floating headers in summary and matrix reports


When you are viewing a summary or matrix report in Salesforce and there is a lot of data, a situation comes when the headers of the table are about to disappear. Salesforce provides floating table headers in matrix and summary reports. It doesn't matter how much you scroll down, the header will remain with the data.

Enabling floating report headers

To enable this feature for your organization, follow these steps:

  1. Navigate to Setup | Build | Customize | Reports and Dashboards.

  2. Go to the user interface section and select the Enable Floating Report Headers checkbox, as shown in the following screenshot:

  3. Click on Save.

Using the floating header in reports

Normally, when the data fits onto your screen, the headers are at their normal position, as shown in the following screenshot:

However, when you scroll down, the headers will float with the data just under the address bar of your browser so that you may not miss or misread any information. If you wish...

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