July 2020 Summaries

The Salesforce Process Builder can be used to implement sparklines without relying on an external data source, allowing users to display a chart of changes over time for a specific field value. The ISCHANGED() and PRIORDATA() functions are utilized in this process to store the previous score values in another text field and then display a sparkline using Quickchart's IMAGE() function. This setup has limitations, as it only works with future data and does not support historical data.

In Salesforce, users can create a live sparkline to visualize usage growth over time on their account records. To set this up, they need to first get the data points into Salesforce using Census or another method, and then use a Formula field with an Image function to connect to QuickChart's API service, which renders the graph in real-time.