Quickly Focus on Relevant Data with Conditional Formatting (Beta)

Looking for a way to help sales reps easily identify the hottest deals that need immediate attention? Want to know at a glance which accounts have opportunities valued between $100,000 and $500,000? Apply conditional formatting to summary or matrix reports in Lightning Experience to lend color to your reports and gather insights at the same time.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Note

Note

As a beta feature, Conditional formatting in Lightning Experience is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or about it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for Conditional formatting in Lightning Experience in the Trailblazer Community

Why: If you loved applying conditional formatting to reports in Salesforce Classic, you’ll love it more in Lightning Experience. For more precision, you can now apply up to five formatting rules to a report in a Lightning Experience. And, you can define up to three bins for each rule you apply. Setting the color for each bin is faster, and you also get to customize colors.

How: Conditional formatting is enabled for your org by default. Open a summary or matrix report that has at least one measure or summary in edit mode. Click Conditional Formatting. In Add Conditional Formatting Rule, select a summary or custom summary formula field to apply the conditional formatting rule on. Set the breakpoint values and the range colors for each bin. When you’re ready to apply the conditional formatting rule, click Done.

Confitional formatting in Lightning Experience reports